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 is a growing firm and employs bottom-up investment processes to manage concentrated, high active share portfolios that seek to generate meaningful alpha over market indices.
To apply for this position, please send your cover letter and resume to careers@caldwellinvestment.com
About the job
We are searching for an Equity Analyst to join our Investment team. 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. Ideally, the job candidate will have experience in equity research focusing on the North American markets (US and Canada). If you are dedicated and ambitious, Caldwell is an excellent place to grow your career.
Key Responsibilities:
Research, Analysis, Writing & Portfolio Management:
The job will assist the portfolio manager in all aspects of the investment process, including:
- Fundamental analysis
- Screening, due diligence, and monitoring
- Creating, running and updating screens
- Gathering background information on potential investments
- Preparing a detailed review of the financial statements
- Creating and updating models
- Participating in due diligence and earnings call
- Providing input into buy/sell decisions
- Writing investment summaries on companies, monthly and quarterly commentaries
Position Requirements:
- Minimum 2-3 years working for an Asset Management firm and/or a successful portfolio management team
- Experience in equity research focusing on the North American markets (US and Canada)
- Chartered Financial Analyst (CFA Designation)
- Undergraduate degree in Finance or Commerce preferred
- Advanced working knowledge of Excel and Microsoft Office
- Good working knowledge of the Google suite of products is also an asset
- 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:
(i) reach their full potential,
(ii) consistently deliver high-quality client experiences; and
(iii) produce significant results.
As an essential business, Caldwell is practicing “physical distancing measures” related to COVID-19, with required staff working on premises.
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Caldwell is an equal opportunity employer.
As an essential business, Caldwell is practicing “physical distancing measures” and PPE related to COVID-19, with required staff working on premises.
Caldwell Investment Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. We thank all applicants; however, only those selected for an interview will be contacted.
No telephone inquiries please.