The Company: Green Square Research Inc.
Corporate Office: 1705-5000 Yonge St, North York, Ontario M2N 7E9
Tile of Position: Investment Analyst
Work Location: 1705-5000 Yonge St, North York, Ontario M2N 7E9
Start Date: As soon as possible
Type of Position: permanent and full-time
Position Availability:1
Work Hours: 37.5 hours per week
Work Schedule: Day, Monday to Friday
Salary: CAD$40.5 per hour
Benefits:
- 15-day paid vacation per year.
- Monthly mobile billing reimbursement
- Free parking
Language: English
Education:
- Bachelor's degree in Finance, Commerce, Business or a related field.
Experience:
- A minimum of one-year related work experience in investment analysis is required.
Work Setting:Investment company
Overview:
We are looking for a candidate with expertise in conducting fundamental and quantitative equity research and presenting the actionable investment ideas and strategies. This role requires close monitoring of the current equity market, performing in-depth research, analyzing data, and making information-based investment recommendations. As an incoming analyst, you are expected to be involved in a variety of transactions along with financial advisory assignments and providing ongoing assistance to the portfolio managers.
General Tasks:
- Evaluate financial risk
- Collect financial and investment information about companies, stocks and other investments
- Examine and analyze financial and investment information (profiles of companies, stock prices, yields and future trends)
- Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
- Analyze investment projects
- Analyze data and prepare reports
- Conduct research
Specific Tasks:
- Conduct in-depth and thorough investment research and analysis of various investment opportunities on US Equities and corresponding options.
- Perform daily screenings to identify the most actionable option and stock trading ideas by analyzing market trends, economic conditions, company performance and other relevant data.
- Prepare market commentaries & investment memos based on research findings and present them during daily briefing sessions to traders and the management team.
- Assist in developing robust financial models and forecasts to assess investment performance and potential returns, supporting investment decisions.
- Collaborate with portfolio managers and other team members to develop effective investment strategies and recommendations.
- Participate in the due diligence process for potential investments by conducting company valuations and analyzing financial statements.
- Evaluate and summarize insights from new and established research sources for internal review.
- Draft portfolio performance reports on a regular basis for management team approval and communicating the findings with clients.
Computer and Technology Knowledge:
- MS Excel
- MS Office
- MS PowerPoint
- Electronic mail
- MS Outlook
Work Conditions:
- Fast-paced environment
- Work under pressure
- Attention to detail
Personal Suitability:
- Accurate
- Excellent oral communication
- Initiative
- Judgement
- Organized
- Reliability
- Team player
- Ability to multitask
- Due diligence
Other Requirements:
- Knowledge on Options is required.
- Ability to perform corporate financial analysis and financial modelling.
- Strong presentation skills
- Previous quantitative and qualitative research experience is an asset.
- Having a certification of CSC/CFA/CMT is preferred.
- Strong analytical and problem-solving skills.
How to Apply:
- By email: n.yang@greensquareresearch.com
