FAQs
What is the primary responsibility of the Portfolio Analyst in the Growth Team?
The primary responsibility of the Portfolio Analyst is to partner with an award-winning Growth Portfolio Manager to gather, consolidate, and interpret information and data required for buy, hold, and sell decisions.
What qualifications are required for this role?
A minimum of 3-5 years of related analytical experience is required, along with an undergraduate Finance degree or MBA. Additionally, a CFA Charterholder or active enrollment in the CFA program is preferred.
What skills are crucial for success in this role?
Essential skills include excellent mathematical abilities, interpretative and analytical skills, strong oral and written communication skills, and advanced knowledge of Excel and financial software packages. Experience working in a team environment and the ability to manage multiple projects simultaneously are also crucial.
Where is this position located?
This position is located in Toronto, Ontario, Canada.
Does the organization provide support for professional development?
While the job description does not explicitly mention professional development support, the preference for CFA enrollment suggests encouragement for continued education and professional growth.
Is experience with investment systems required for this role?
While not required, experience and knowledge of investment systems such as CPMS, Thomson One Equity, and Bloomberg is considered a definite asset for the role.
Are there any language requirements for this position?
The ability to speak a second language is strongly considered an asset for this position.
What kind of work environment can a candidate expect?
Candidates can expect an inclusive and high-performing culture that values the unique skills and experiences of individuals.
How does the recruitment process accommodate candidates with disabilities?
The recruitment process is committed to creating an inclusive and accessible environment, and candidates who require accommodations during the recruitment and selection process are encouraged to inform the Recruitment team.
Will I be required to provide oral presentations in this role?
Yes, the role involves reading and summarizing research reports for the purpose of making oral presentations and written reports to the Portfolio Manager.