Senior Portfolio Analyst, Equity Income Team (Consumer)

Title: Senior Portfolio Analyst, Equity Income Team (Consumer)

Requisition ID: 212643

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

1832 Asset Management L.P.
1832 Asset Management L.P. is one of Canada’s largest asset managers, offering a comprehensive range of solutions through Dynamic Funds and ScotiaFunds. The firm has been providing asset management services in Canada since 1877, managing mutual funds and providing investment solutions for private clients, institutions, foundations, and endowments.

Today, the firm has over $140 billion in assets under management, with an experienced investment management team active across capital markets and asset classes, deploying strategies aimed at delivering investment management excellence for clients.

Senior Portfolio Analyst, Equity Income Team
The 19-member, award-winning Equity Income team invests in quality businesses at a reasonable price (QUARP) and focuses on securities that pay a dividend or distribution. The team has developed global sector expertise, particularly in real estate, infrastructure, energy securities, and alternative investments. We are currently searching for a Senior Portfolio Analyst, with a focus on the Consumer sector.

As the Senior Portfolio Analyst, you will provide sector expertise across Canadian, U.S., and Global markets. You will gather, consolidate, and interpret information for buy, hold, and sell decisions, focusing on the consumer sector. Responsibilities include researching companies and securities within the consumer sector, preparing and submitting written and verbal reports.

As the Senior Portfolio Analyst, you will keep current on significant political and economic trends impacting the assigned sector and collaborate with various teams across 1832 Asset Management, contributing to and/or leading sector-based discussions.

Is this role right for you? In this role, you will be:

1. Analyzing financial information to determine current and future financial performance on Canadian, U.S., and Global Consumer Staples companies;
2. Evaluating quarterly reports, annual reports, event-driven situations, and other regulatory filings;
3. Organizing collected information into an accessible format and writing succinct research reports for stock selection;
4. Collecting industry, company, and economic information from various sources to draft reports and make investment recommendations;
5. Generating a reasonable thesis for each investment position;
6. Providing ongoing coverage of relevant events to the investment team;
7. Reading and summarizing research reports for oral presentations and written reports;
8. Maintaining a “recommended list” throughout the year;
9. Developing expertise on the securities under your responsibility, and supporting other Analysts/PMs as necessary;
10. Maintaining work on securities held within the team's funds, including financial models, public information, and regular updates to the team;
11. Actively participating in Analyst-focused activities across 1832 Asset Management;
12. Collaborating with teams across 1832 Asset Management, contributing to sector-based discussions;
13. Supporting the team with back-up Administration duties as needed.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

1. University Degree preferably with a post-graduate degree in Economics, Finance, Business, or related field;
2. Minimum 3 years related buy or sell-side securities analysis experience required, ideally with a focus on the Industrials sector or related sectors;
3. CFA Charterholder or active enrollment in the CFA program preferred;
4. Strong financial modelling skills, with the ability to run complex models with minimal assistance;
5. Experience & knowledge of investment systems (i.e., Bloomberg, CPMS, Charles River) a definite asset;
6. Advanced skills in Microsoft Office (i.e., Excel, Word);
7. Excellent verbal and written communication skills;
8. Ability to analyze and interpret research and make investment recommendations;
9. Experience working within a team environment, with the ability to collaborate well;
10. Ability to work in a fast-paced environment;
11. Proven ability to cope with stress and multiple tasks;
12. Ability to make decisions quickly and accurately;
13. Some travel involved (industry seminars, company meetings or tours).

Location(s): Canada : Ontario : Toronto

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.