Director / Senior Analyst, Research, North American Corporate Bonds
Apply NowCompany: IA Financial Group
Location: Montreal, QC H1A 0A1
Description:
iAGAM / Corporate bonds / Investments/ CFA / Bloomberg / Montreal, Quebec City or Toronto
Want to join one of Canada's leading portfolio management groups? Our enthusiastic teams invest each day to make iA Global Asset Management one of the most competitive portfolio managers in the market.
The General Fund and Fixed Income Portfolio Management sector is looking for a Manager or Senior Analyst, Research, North American Corporate Bonds to join its team.
You will occupy a key role in the coverage of different North American public companies and will directly influence their portfolios. You will be responsible for analyzing and monitoring issuers and giving portfolio managers investment recommendations. This is your opportunity to join a high-performance team and contribute to the public corporate bond portfolio investment strategy for general and investment funds totalling nearly 15 billion dollars.
Your duties will include:
- Undertaking fundamental research of public companies in North America and providing investment recommendations to portfolio managers
- Covering industries belonging to various North American benchmark bond indexes (FTSE, BBG)
- Giving recommendations on value-added credit strategies with the aim of meeting clients needs and outperforming benchmarks
- Integrating ESG criteria into the fundamental analysis and investment decision-making processes
- Designing and validating financial measures related to companies, analyzing their financial statements and quantifying the credit risk.
- Sharing your opinion regarding the fundamentals of the issuers under your responsibility and ensuring that they are monitored (quarterly results, credit events, etc.)
- Meeting and discussing with managers from issuing companies and their representatives
- Attending conferences, seminars and other events in North America to keep abreast of industry trends
- Analyzing market trends and their potential impacts on the various industries and issuers in the portfolios
- Following credit spreads of public corporate bonds and analyzing various relations to help outperform benchmarks
- Contributing to US portfolio development strategies
- Preparing presentations for the Investment Committee, external clients and various partners
- Developing and maintaining a network of securities brokers, external analysts, credit agencies and other capital market stakeholders
- Working with a multidisciplinary team of investment, actuarial, accounting, compliance and risk monitoring professionals to validate the various strategies under consideration
iA Global Asset Management offers a stimulating career along with opportunities for you to grow and continue to learn. Youll be part of a respectful, energetic and motivating workplace where teamwork is valued
Desired profile:
Core competencies:
- Bachelors degree in finance, accounting or a related field
- Advanced knowledge of fundamental analysis
- Excellent analytical and problem-solving skills
- Excellent communication skills and the desire to collaborate with colleagues, other teams and vendors to establish relationships and to efficiently and quickly resolve problems
- Excellent level of oral and written French
- Proficiency in Office Suite
Preferred competencies:
- Five to seven or more years of experience in a similar position
- CFA Charterholder (or in progress)
- Masters degree in a finance-related field is considered an asset
- Knowledge of the Bloomberg environment and advanced Excel features