This posting is for a CFA Intern, an individual who assists in market research for our team of
Portfolio Managers (PM). The position focuses on data collection and evaluation, considering factors such as global geopolitical trends, industry and sector comparisons, building quantitative models, and assessing risk from natural or human sources (ex: natural disaster or unethical human behaviour). Research and analysis skills, such as an extensive knowledge of fundamental analysis, are transferable to any industry that relies heavily on data. The successful candidate will develop their skills in the following fields:
Corporate finance
Data science
Quantitative investing
Manipulating and interpreting risk-related data using risk information management software (RIMS)
Quantifying the potential negative effects of risk-related activities
Identifying practices within the organization that contribute to increased financial risk
Compiling reports, summaries, and presentations to communicate findings to PMs
Collaborating with PMs on reporting and evaluation techniques to support the ongoing collection and interpretation of risk management data
Collect data about investable companies
Build earnings models to conduct valuations to prepare recommendations to PMs
Analyzing bonds and default risk
Advanced knowledge of FinTech (financial technology) including Profile, CopperCRM, RazorPlan, NaviPlan, LifeDesign, and NDex, which is one of the most preeminent investment reporting software in Canada