Senior Analyst, Research Global Dividend

iA Financial Group•Montreal, QC

11d•CA$110,000 - CA$140,000•Hybrid

About The Position

Build the future with us Are you driven by the investment industry and eager to contribute to the success of one of Canada’s largest groups of portfolio managers? As a Senior Analyst within the Global Dividend Team at iA Global Asset Management (iAGAM), you will play a key role in conducting fundamental equity research, generating investment ideas, and supporting the management of high-quality, concentrated portfolios across Canadian, U.S., and global mandates. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Each day, our passionate teams strive to make iAGAM one of the market’s most competitive portfolio managers, fostering an environment where collaboration, innovation, and professional development are at the heart of our priorities.

Requirements

Strong analytical and quantitative skills, with demonstrated experience in financial modeling and valuation methodologies.
Ability to synthesize complex information and communicate investment views clearly in both written and verbal formats.
Is known for their motivation, curiosity, and intellectual honesty
Stands out for their high level of attention to detail, intellectual rigor, and commitment to quality.
Is recognized for their rigorous approach to research and quality of output
3-5 years experience in analysis of companies, equity research, asset management, building of financial models or through independent projects demonstrating their ability to generate investment insights
Undergraduate degree in finance, economics, accounting, or a related discipline
progress toward or completion of a professional designation (e.g., CFA) is an asset.
If you have sought out franchisee disclosure documents when trying to understand restaurant economics, tried to list a property to understand a potential host’s experience and economics or otherwise tried to understand things that aren’t readily disclosed by companies, we are interested in meeting you.
If you have changed your mind on something you believed strongly about because of disconfirming evidence, we are interested in meeting you.

Responsibilities

Responsible for your own sectors and relevant companies within those sectors. You will be in charge of identifying relevant value chains.
Evaluate where profit pools have historically accumulated, and where they are expected to accumulate in order to establish a watchlist of high-quality companies to cover or propose as investments.
Support Portfolio Managers in investment idea generation, due diligence processes, and the ongoing monitoring of existing and prospective investments.
Valuate businesses and provide high-quality written reports documenting the investment thesis as well as any changes or confirmations to the original thesis.
Conduct independent analysis and express the qualitative understanding of businesses into quantitative drivers within a financial model.
Support this analysis by utilizing various internal and external data sources (e.g., Bloomberg, Alphasense).
Collaborate closely with members of the Global Dividend team on broader portfolios analysis and respond to ad hoc research requests as required.