About the Role
As an integral member of the Investments team, you will bring experience with equity diligence, analysis of financial statements/disclosure, financial modeling and valuation, and an interest in asset allocation, portfolio management, trading and risk management.
Responsibilities
- Prepare and communicate equity research and analysis, conduct financial modeling, meet with corporate management teams and equity research analysts.
- Prepare and communicate macro/thematic research and analysis.
- Actively trade North American equities (C$ and US$).
- Evaluate new sectors, geographies and equity trading strategies.
- Assist in asset allocation and equity portfolio management decision-making.
- Assist in portfolio-related reports and presentations for management.
- Assist in investor relations-related responsibilities - industry and competitor analysis, sell-side analyst and investor queries, presentations, etc.
Requirements
- Experience with equity diligence, analysis of financial statements/disclosure, financial modeling and valuation.
- Experience or interest in asset allocation, portfolio management, trading and risk management.
- Demonstrated ability to effectively manage multiple priorities.
- Strong computer skills; including extensive experience with Microsoft Office and Bloomberg.
- Excellent organizational, communication and interpersonal skills.
- Proven ability to work within a team environment.
- Proven ability to organize and complete work within tight deadlines.
- 2-4 years of experience in equity portfolio management or research.
- Experience with coding languages is an asset.
- CFA degree is an asset.
Skills
- Equity diligence
- Financial statement analysis
- Financial modeling
- Valuation
- Asset allocation
- Portfolio management
- Trading
- Risk management
- Microsoft Office
- Bloomberg
Location
- Toronto
Work Type
- Onsite
Experience Level
- 2-4 years
Education Level
- Bachelor/BBA/BCom or related degree program with Finance or Economic concentration.
Salary/Compensations
- $100,000 – 150,000 / year
About the Company
- www.trisuragroup.com
