Senior Portfolio Analyst, 1832 Asset Management

Scotiabank•Toronto, ON

3d•Onsite

About The Position

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 and manages over $100 billion in assets. 1832 Asset Management L.P. is a limited partnership wholly owned by Scotiabank. The Quantamental & Derivatives team at 1832 Asset Management L.P. focuses on U.S. centric large and mid-cap listed equities, managing approximately $25 Billion in AUM. The Portfolio Analyst will work with the Quantitative & Derivatives Portfolio team to generate trade ideas using equities and equity derivatives, expand knowledge in quantitative techniques, derivatives analysis, risk, and portfolio management, and generate proprietary analysis on assigned sectors and companies.

Requirements

Minimum 2 years’ of DIRECT EXPERIENCE in generating and consuming buy/sell side research and investment recommendations.
In-depth knowledge of public equities markets and the macro and cross-asset drivers that move them.
Extremely strong Excel and financial modeling skills.
Proficiency in Python (or a similar language) for data analysis is a strong asset.
Practical experience in analyzing, modelling, forecasting, ideally complemented by statistical or factor-based techniques.
Strong attention to detail and the ability to multi-task.
Enjoy working in fast-paced and often intense environment.
Track record of completing tasks on time and with high quality.
Minimum bachelor’s degree required – Finance, Math, Statistics, Engineering, Computer Science or Science background preferred.
Experience with Bloomberg and statistical or quantitative analysis tools an asset.
Excellent written and verbal communication skills.
Extremely strong analytical and problem-solving skills.

Nice To Haves

Graduate degree and/or CFA charter would be an asset.
Proficiency in Python (or a similar language) for data analysis.
Experience with Bloomberg and statistical or quantitative analysis tools.

Responsibilities

Work with the Quantitative & Derivatives Portfolio team to generate both long- and short-term trade ideas expressed using both equities and equity derivatives.
Expand knowledge beyond traditional fundamental analysis and modelling and learn about quantitative techniques, derivatives analysis and trading, risk and portfolio management.
Generate and maintain proprietary analysis on the sector(s) and the companies initially assigned with potential to expand into other sectors.
Maintain a core coverage of equities, framed within a top-down macro and factor context, used to generate trade and investment ideas.
Perform complex financial modelling, valuation and quantitative analysis.
Write industry and company reports that tie bottom-up fundamentals to the prevailing macro and rate backdrop, using a combination of sell-side research, third party data and financial filings.
Explore alternative and systematic data sources, incorporating them into quarterly models to enhance earnings predictions and signal generation.
Build and maintain the datasets and screening tools necessary for company coverage.
Stay on top of all research, macro developments, news & sell side commentary related to your coverage and generate ideas for daily trading calls.
Build relationships with sell side analysts and specialist sales related to your coverage.
Ramp up from sectoral coverage toward building the skillset and responsibilities of a sector or macro PM, blending fundamental, macro and quantitative perspectives.