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Senior Portfolio Analyst, Technology Specialization - JFL - Montreal or Toronto

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Date: Sep 6, 2024

Location: Montreal, QC, CA, M5H0B4

Company: Scotiabank

Requisition ID : 206110

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Jarislowsky Fraser Ltd (JFL) is looking for a Senior Investment Portfolio Analyst to join our high performing Investment Team. The Senior Analyst will be providing sector coverage on Technology, Media, and Telecom companies.

JFL is a leading investment firm with more than $52 billion of assets managed on behalf of institutional and private clients. Our mission to deliver growth of capital in a prudent manner is the driving force behind everything that we do. Our entrenched team-based approach supports a structure that empowers, focuses, and engages employees to maintain the highest standards of quality while pursuing this mission.

Location: Montreal or Toronto

Key Accountabilities

The Senior Investment Portfolio Analyst will be responsible for the following:

• Technology, Media, and Telecom sector coverage;

• Analyzing financial information to determine current and future financial performance.

• Evaluating annual reports and other regulatory filings;

• Organizing collected information in an easily accessible format and writing succinct research briefs for use by the investment team in equity selection for portfolios.

• Collecting tech. industry, company and economic information from multiple sources including on-line sources, institutional research, corporate reports, industry publications, management interviews, etc. to draft reports and make investment recommendations;

• Generating a reasonable thesis for each investment position;

• Providing ongoing coverage of relevant events to the investment team;

• Reading and summarizing research reports for the purpose of making presentations and written reports;

• Developing expertise on securities under their responsibility, and supporting other Analysts/PMs as necessary;

• Maintaining work on securities held within the team's funds:

• Maintaining current financial models on each company;

• Updating the investment team with material information (e.g. Annual / Semi-Annual Reports, AIFs, Press Releases, other Analyst reports);

• Meeting with company management regularly;

• Attending industry seminars, consolidating, and reporting back relevant information to the investment team;

• Actively participating in Analyst-focused activities across JFL

• Collaborating with investment teams and contributing to sector-based discussions.

Desired Skills & Experience

The successful Senior Investment Portfolio Analyst will possess the following skills and experience:

• University Degree preferably with a majorin Economics, Finance, Business, Computer

• 5+ years buy or sell-side securities analysis experience.

• Science/Engineering or related field

• Prior experience in analysing Technology, Media and Telecom sectors.

• Actively enrolled in the CFA program; CFA Charter Holder preferred;

• Strong financial modelling skills, able to create complex models with minimal assistance and supervision;

• Experience & knowledge of investment systems and software (e.g. Bloomberg, advanced Excel etc.)

• Excellent verbal and written communication skills;

• Ability to analyze and interpret research and make investment recommendations;

• Demonstrated passion for investing.

• Experience working within a team environment, and able to collaborate well across the team;

• Ability to work in a very fast paced environment;

• Ability to cope with stress and multiple tasks;

• Ability to make decisions quickly and accurately;

• Employment location is in either Montreal or Toronto with preference in Montreal.

• French and English communications skills are required for Montreal Candidates. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English.

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Jarislowsky, Fraser Limited (“JFL”) is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.