Requisition ID: 264167 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

1832 Asset Management L.P. is one of Canada’s largest asset managers, and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic region and investment discipline. The firm and its predecessor companies have been providing asset management services in Canada since 1877, as a manager of mutual funds and providing investment solutions for private clients, institutions, foundations, endowments and managed asset programs.

Today, the firm has over $100 billion in assets under management, and its experienced investment management team is active across capital markets and asset classes, deploying traditional and innovative strategies driven to deliver investment management excellence for our clients across our domestic and international businesses.

1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. 

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 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.