Careers

Senior Equity Analyst

 

Company Description:

Caldwell Investment Management (“CIM”) is a wholly-owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors and has assets under management and administration.

CIM employs bottom-up investment processes to manage concentrated, high active share portfolios that seek to generate meaningful alpha over market indices. The team is currently responsible for three North American equity mandates:

  • a U.S. dividend growth strategy that seeks quality compounders that demonstrate the capital allocation discipline associated with long term dividend growth;
  • a factor-based Canadian equity strategy with an active overlay that capitalizes on re-rating opportunities within the Canadian market.
  • an unconstrained, opportunistic strategy that invests across both Canada and the U.S

Job Summary:

The successful candidate will be a key member of the portfolio management team, working closely alongside portfolio managers to execute investment processes, and with the sales and marketing teams to help drive asset growth.

Key Responsibilities:

Research & Portfolio Management:

Assist the portfolio manager in all aspects of the investment process, including screening, due diligence, and monitoring. This includes:

  • creating, running and updating screens,
  • gathering background information on potential investments,
  • creating and updating models,
  • participating in due diligence and earnings calls
  • providing input into buy/sell decisions.

Business Development:

Participate in business development functions, including:

  • client reviews and due diligence calls
  • investment seminars and presentations
  • media appearances
  • assisting sales and marketing with certain reporting

Position Requirements:

Minimum 3-5 years working for a successful portfolio management team

  • Chartered Financial Analyst (CFA Designation)
  • Undergraduate degree in Finance or Commerce preferred
  • Proficiency in modeling, financial analysis and business valuation
  • Strong written and verbal communication skills
  • A track record of success
  • An entrepreneurial spirit
  • Proficiency in Capital IQ and Bloomberg a plus

What We Offer:

  • A comprehensive total rewards program including competitive base pay, bonus opportunities and group benefits
  • A progressive and high-performing team environment
  • On-going mentoring and coaching

Our Workplace:

Join Caldwell and be part of our highly engaged and growing team, where employees:

  • reach their full potential,
  • consistently deliver high-quality client experiences; and
  • produce significant results.

As an essential business, Caldwell is practicing “physical distancing measures” related to COVID-19, with required staff working on premises.

Caldwell is an equal opportunity employer.

To apply for this position, please send your cover letter and resume to careers@caldwellinvestment.com

We thank all applicants. Only those selected for an interview will be contacted.

No telephone inquiries please.

Job Type: Full-time, Permanent

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