Senior Investment Analyst
- Toronto, ON, Canada
- North York, ON, Canada
$110,000 to $150,000 CAD / year · Full-time
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Job details
- Pay
- $110,000 to $150,000 CAD / year
- Job type
- Full-time
- Apply by
- Experience
- Minimum 5 years investment research experience, with a proven track record of generating value through investment recommendations at North American investment institutions
- Posting language
- English
- Posted
Original job description
Company Description
North Horizon Holdings is a global investment Canadian family office. We are a value-oriented investor in public and private equities, fixed income, hedge funds and private real estate.
We are looking for an exceptionally talented individual to join our Asset Allocation & Investment Research team. This is an exciting opportunity to join a high-performing team, make a significant impact, and demonstrate your leadership and value in investment research across multiple different asset classes.
The Asset Allocation & Investment Research group’s mandate includes asset allocation, new investments initiatives, hedging strategies along with direct investing and/or providing advice in passive and active investment mandates in both public and private markets.
Position Overview
Note: This posting is for an existing job vacancy. Some steps in the resume screening process may use AI-assisted tools to help identify qualified candidates. All applications will be reviewed fairly and in compliance with the Employment Standards Act (ESA).
At North Horizon, we are committed to building a great culture that cares, nurtures and values every individual who works here.
North Horizon Holdings is a global investment Canadian family office. We are a value-oriented investor in public and private equities, fixed income, hedge funds and private real estate.
We are looking for an exceptionally talented individual to join our Asset Allocation & Investment Research team. This is an exciting opportunity to join a high-performing team, make a significant impact, and demonstrate your leadership and value in investment research across multiple different asset classes.
The Asset Allocation & Investment Research group’s mandate includes asset allocation, new investments initiatives, hedging strategies along with direct investing and/or providing advice in passive and active investment mandates in both public and private markets.
Position Overview
- Participate in the investment research process, from idea generation to investment implementation across a variety of asset classes
- Review proposed private equity investments sourced across the firm:
- Perform fundamental research on private equity companies (including venture capital), with a focus on high growth technology and disruptive companies
- Conduct in-depth fundamental research which includes competitor analysis, industry dynamics, and competitive positioning
- Other responsibilities include building financial models, gap and exit analysis, due diligence on management teams and other critical analysis
- Conduct research on external portfolio managers and investment products
- Present topical industry research in areas such as technology (AI, cybersecurity, etc.), real estate and heath care; articulate important investment decision rationales on the subject
- Stay abreast to both public and private markets, macroeconomics, regulatory updates, and industry developments that may impact investment decisions, and incorporate these insights into the research process
- Ensure compliance with regulatory requirements and internal investment policies and procedures
- Undergraduate degree in finance, economics, mathematics or a related field. MBA, MFin and/or CFA designation highly preferred
- Minimum 5 years investment research experience, with a proven track record of generating value through investment recommendations at North American investment institutions
- Deep understanding of financial markets, investment principles, and valuation techniques
- A generalist across multiple sectors and/or asset classes is preferred, but specific industry experience in technology or real estate is an asset
- Excellent qualitative and quantitative skills, proficiency in financial modeling and data analysis
- Strong communication and presentation skills; capable to effectively communicate investment theses and insights with senior management
- Ability to thrive in an institutional environment and manage multiple priorities effectively
- Flexible to travel (mostly to the United States)
- Be part of an inclusive culture where your ideas, advice and recommendations are highly valued
- Provided with opportunities to learn continuously and develop professionally
- Provided with a total rewards program that includes:
- Competitive base pay
- Eligibility for bonus as well as benefits
- Reimbursement of your professional development/training
Note: This posting is for an existing job vacancy. Some steps in the resume screening process may use AI-assisted tools to help identify qualified candidates. All applications will be reviewed fairly and in compliance with the Employment Standards Act (ESA).
At North Horizon, we are committed to building a great culture that cares, nurtures and values every individual who works here.
More about this job
Responsibilities
Conduct investment research and analysis across public and private markets, including fundamental research on private equity and venture capital opportunities, financial modeling, valuation, and due diligence. Research external managers and investment products, present industry insights and investment rationales, and monitor market, macroeconomic, and regulatory developments while ensuring compliance with internal policies.
Requirements
A bachelor’s degree in finance, economics, mathematics, or a related field is required, while an MBA, MFin, and/or CFA designation is highly preferred. Candidates should have at least five years of investment research experience, strong financial market and valuation knowledge, excellent qualitative and quantitative skills, financial modeling and data analysis proficiency, and effective communication and presentation abilities.
Skills
- Investment Research
- Asset Allocation
- Private Equity Analysis
- Fundamental Research
- Financial Modeling
- Valuation
- Competitor Analysis
- Industry Analysis
- Due Diligence
- Portfolio Manager Research
- Investment Analysis
- Data Analysis
- Financial Markets
- Communication
- Presentation Skills
- Investment Recommendations
Benefits
- Competitive Base Pay
- Bonus Eligibility
- Benefits
- Professional Development And Training Reimbursement
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Management & Leadership
- Science & Research
Keywords
- Asset Allocation
- Investment Research
- Public Equities
- Private Equity
- Venture Capital
- Fixed Income
- Hedge Funds
- Private Real Estate
- Financial Modeling
- Valuation Techniques
- Competitor Analysis
- Industry Dynamics
- Competitive Positioning
- Due Diligence
- Management Team Assessment
- Portfolio Managers
- Investment Products
- Investment Implementation
- Hedging Strategies
- Active Investment Mandates
- Passive Investment Mandates
- Macroeconomics
- Financial Markets
- Regulatory Updates
- Technology
- Artificial Intelligence
- Cybersecurity
- Real Estate
- Healthcare
- CFA