Investment Associate, Equities (Consumer Discretionary)
About The Position
We are recruiting for an Associate to join our Securities Selection team in our Active Equities department. The successful candidate will be joining a domain team which focuses on companies within the Consumer Discretionary sector. Reporting to the Managing Director, Active Equities - Consumer Discretionary the Associate is responsible for conducting sector focused, deep bottom-up fundamental research primarily on investment ideas and current portfolio holdings. The position is based in New York. The Active Equities (“AE”) department invests in large-cap public and pre-IPO equities in North America, Europe, Asia and LATAM. The strategy employs bottom-up and deep fundamental research insights to create a concentrated market-neutral portfolio of high conviction long and short investments. The Security Selection team has a global structure with the focus of generating differentiated long and short insights by leveraging specific domain level expertise.
Requirements
- Undergraduate degree or college diploma in relevant field
- 3-5 years of relevant work experience
- Strong research, analytical, financial modeling, valuation, problem solving skills and ability to think creatively
- Experience working in deal environments including supporting acquisitions, diligence and/or asset management activities
- Advanced computer/technical skills – MS Excel, MS PowerPoint
- Solid verbal and written communication skills
Nice To Haves
- An advanced degree or certification (CFA) is an asset
Responsibilities
- Compile industry, market and asset level data and financial information to support research
- Build and leverage relationships with industry participants and management teams
- Perform fundamental research and present research ideas to broader group
- Perform due diligence on opportunities, including financial, company and sector diligence, to determine investment merits and risks
- Develop company financial models and perform valuation analyses; apply statistical analysis to support investment decisions
- Participate in evaluation, including sharing views on overall investment attractiveness based on findings from diligence work
- Prepare analytical investment reviews and recommendations in collaboration with the team, including industry overviews, written investment rationales and due diligence reviews
- Participate in presentation of investment recommendations to the Investment Committee and Board as required
- Assist in the development, implementation and monitoring of existing portfolios
- Support transition of new assets into CPPIB portfolio by identifying benchmarks, building financial models and providing rigorous project management support
Benefits
- comprehensive benefits
- performance-based incentive plan
- 401 (k) plan
- paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
