Scotiabank

Senior Portfolio Analyst, 1832 Asset Management

Scotiabank$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2 years' experience in buy/sell side research and investment recommendations
  • In-depth knowledge of public equities markets and macro drivers
  • Strong Excel and financial modeling skills; proficiency in Python preferred
  • Practical experience with analysis, modeling, and forecasting
  • Strong attention to detail and multitasking ability
  • Graduate degree or CFA charter preferred
  • Experience with Bloomberg and quantitative analysis tools is an asset

Responsibilities

  • Perform complex financial modeling and quantitative analysis
  • Write detailed industry and company reports linking fundamentals to macro trends
  • Explore alternative data sources to improve earnings predictions
  • Build and maintain datasets and screening tools for company coverage
  • Stay updated on macro developments and generate daily trading ideas
  • Develop relationships with sell-side analysts and specialists
  • Progress towards responsibilities of a sector or macro PM

Benefits

  • Opportunity to work with a leading asset management team
  • Exposure to both quantitative techniques and traditional analysis
  • Access to a substantial capital base with $25 billion AUM
  • Dynamic and fast-paced work environment
  • Professional growth towards portfolio management roles
Full Job Description
Requisition ID: 264167

Purpose:

The Quantamental & Derivatives team at 1832 Asset Management L.P. predominantly covers a large range of U.S. centric large and mid-cap listed equities and manages approximately $25 Billion in AUM, the Portfolio Analyst will have the opportunity to:
• 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.

Is this role right for you? In this role, you will:

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

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
• Applicants must have a minimum 2 years' of DIRECT EXPERIENCE in generating and consuming buy/sell side research and investment recommendations
• Must have an in-depth knowledge of public equities markets and the macro and cross-asset drivers that move them
• Must have extremely strong Excel and financial modeling skills; proficiency in Python (or a similar language) for data analysis is a strong asset
• Must have practical experience in analyzing, modelling, forecasting, ideally complemented by statistical or factor-based techniques
• Must have strong attention to detail and the ability to multi-task
• Must enjoy working in fast-paced and often intense environment
• Must have a 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, Graduate degree and/or CFA charter would be an asset
• Experience with Bloomberg and statistical or quantitative analysis tools an asset
• Excellent written and verbal communication skills
• Extremely strong analytical and problem-solving skills

Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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