Your Responsibilities:
- Lead support in cash management activities for clients
- Assist with trading for client portfolio’s
- Support Portfolio Manager in research related activities
- Progress to sector specialist, maintaining an advanced level of knowledge of assigned sector(s)
- Conduct in-depth fundamental research and analysis of relevant companies; continually review existing investments and generate new investment ideas
- Prepare financial statement models and projections used to determine equity valuations, supporting your understanding of the sector and your investment recommendations
- Prepare verbal and written reports on companies and communicate your investment thesis to the investment committee
- Actively and regularly communicate with the Investment Committee regarding company/industry news and developments and investments in the sector(s)
- Keep current on political and economic trends and events which could impact investment decisions
- Create and maintain positive relationships within and outside the investment team
- Willing to focus on what matters most (client centered, able to disagree without being disagreeable)
Your Requirements:
- 2+ years’ relevant industry experience
- Undergraduate degree within a relevant discipline
- Completed Level 1 CFA; MBA is a positive consideration
- Demonstrated analytical and research skills
- Proficient in valuation, financial modeling and excel
- Sound knowledge of corporate finance and equity markets
- Self-motivated, results driven and able to work independently
- Team player with strong interpersonal skills
- Strong organizational skills with high attention to detail
- Familiarity with Bloomberg an asset
AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.
Employer: Doherty & Associates
Location: Ottawa (Region), Ontario (CA)
Salary: Base salary + bonus + benefits
Closes: Jul 01, 2023
About Doherty & Associates:
Doherty & Associates, a subsidiary of AGF Investments, is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals. Learn more about who we are and what we do at www.doherty.ca.