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About the Role

The Associate will be a core member of a small investment team managing thematic investment portfolios across global public equities, rates, credit, currencies, and commodities. The role involves identifying cross-market themes, policy shifts, market trends, and dislocations, building investment conviction, and determining the most effective expression of those views across markets and instruments. The Associate will also build and apply AI-enabled research workflows to evaluate market developments, synthesize diverse data, deepen research, and test investment theses.

Responsibilities

Proactively identify and evaluate investment opportunities arising from macroeconomic developments, structural themes, policy changes, industry dynamics, market positioning, and dislocations across global markets.
Develop investment theses by defining the underlying causal logic, economic and market transmission mechanisms, key drivers, catalysts, scenarios, expected payoff, principal risks, monitoring indicators, and developments that may challenge the thesis.
Conduct flexible yet structured fundamental research at the level required by each opportunity, ranging from analyzing a security, market segment, or industry to evaluating a country, policy development, broader market trend, or cross-asset dynamic.
Design and maintain AI-enabled investment research workflows that support market screening, hypothesis generation, research, and portfolio construction.
Translate research into investable expressions by comparing individual securities, baskets, relative-value trades, and derivatives, including option structures.
Assess implementation alternatives based on expected return, asymmetry, carry, liquidity, timing, catalysts, downside risk, implementation complexity, and fit within the broader portfolio.
Monitor portfolio positions and investment ideas by tracking performance, exposures, risks, catalysts, thesis indicators, and relevant market developments.
Support portfolio management activities, including position sizing, portfolio construction, performance tracking, and adherence to investment guidelines and risk budgets.
Undertake ad hoc investment research on macroeconomic and cross-asset themes that may support the team or broader investment activities across HOOPP.
Coordinate with internal stakeholders, including investment, operations, legal, risk, and other teams, to support the execution and ongoing management of investment activities.
Communicate conclusions and recommended actions clearly, using the format best suited to the investment decision, including discussions, models, dashboards, concise research notes, and presentations.

Requirements

Completion of a university degree in Finance, Economics, Business Administration, Mathematics, Statistics, Engineering, Data Science, or another relevant discipline.
2 to 5 years of relevant experience on a global macro or thematic investment team, or in another public-markets role involving investment research, cross-market analysis, idea generation, and portfolio decision-making.
Experience translating macroeconomic, policy, and industry developments into actionable ideas across asset classes is preferred.
Strong organizational skills and a structured approach to investment decision-making, combined with the judgment and adaptability to operate effectively in a fluid environment and balance multiple, changing priorities.
A high degree of initiative and ownership, demonstrated through a proactive approach to driving work forward, together with a strong interest in cross-asset investing.
Excellent investment research skills, including the ability to frame a question, develop a testable thesis, identify the most important drivers and catalysts, distinguish signal from noise, and revise conclusions when the evidence changes.
Strong quantitative capabilities and practical knowledge of statistics, econometrics, time-series analysis, or applied machine-learning methods.
Demonstrated proficiency in applying AI tools in research and workflow development.
Strong judgment, intellectual curiosity, and attention to detail, with the ability to maintain analytical rigor under time pressure.
Strong oral and written communication skills, with the ability to work effectively in a collaborative team environment.
A high degree of professionalism, integrity, and accountability.
Completion of, or progress toward, a professional designation such as the CFA is considered an asset.
Relevant graduate-level technical or quantitative training may also be beneficial.

Skills

Python
Excel
AI-enabled research workflows
Investment research
Cross-market analysis
Idea generation
Portfolio decision-making
Quantitative capabilities
Statistics
Econometrics
Time-series analysis
Applied machine-learning methods
AI tools in research and workflow development
Oral communication
Written communication

Experience Level

2 to 5 years

Education Level

University degree in Finance, Economics, Business Administration, Mathematics, Statistics, Engineering, Data Science, or another relevant discipline
CFA designation (asset)
Relevant graduate-level technical or quantitative training (beneficial)

Salary/Compensations

$98,000 - $148,000 CAD

Benefits

High-performance, people-focused culture
Commitment to equity, diversity, and inclusion
Learning and development initiatives (workshops, Speaker Series, LinkedIn Learning)
Membership in HOOPP’s defined benefit pension plan
Competitive, 100% company-paid extended health and dental benefits for permanent employees
Coverage supporting diversity and mental health (gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, health spending account)
Optional post-retirement health and dental benefits subsidized at 50%
Yoga classes
Meditation workshops
Nutritional consultations
Wellness seminars

About the Company

HOOPP is committed to making a difference and helping take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers.

Equal Opportunity

HOOPP may use artificial intelligence tools to assist in screening, assessing and selecting applicants for this position. These tools support our recruitment process but do not replace human judgment and decision-making.