Research Analyst – Global Equities – Value Partners Investments

Title of the Job: Research Analyst – Global Equities

Location: Winnipeg, MB

Job Description: Company DescriptionPosition SummaryFounded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $5.1 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. Over the past 19 years, we have created more than $2.1 Billion in investment gains for clients. This track record of success has enabled us to become one of Canada’s fastest growing companies as ranked by Profit Magazine.Value Partners Investments is looking for an addition to our small high performance Global Equity team which runs our VPI Global Equity Pool, VPI Income Pool, VPI Sustainability Leaders Pool, VPI Special Opportunities Pool and VPIC US Income Mandate.In this role, you will have the opportunity to learn a wide variety of essential skills in the investment industry and participate in our goal of building one of the greatest fund management teams in Canada with a driven focus on building wealth for clients of Value Partners Investments. This includes:Equity research on international businesses for our Global Equity PoolSustainability-focused equity research for our Sustainability Leaders PoolCurrency hedging strategiesPrivate equity, shorting, derivatives and other options strategies in our Special Opportunities PoolFull lifecycle management of equity and derivative trading from execution to settlementEnd-to-end understanding of the design, operations, and investment management of mutual funds and investment mandatesOpportunities to build public speaking skills through presentations to clients and financial advisors to help them understand what they own and why they own itJob DescriptionEquity and industry research (40%)Monitoring current businesses held within of Pools and MandatesIncludes monitoring news flow and generating earnings reports within the analyst’s coverage listRecommending new businesses for inclusion into Pools and MandatesAnalyst will be assigned sector-level coverage and will be responsible for covering that sector’s leading businesses. Analyst may also recommend companies outside of their coverage for inclusionFund operations (30%)Trade execution including equity (long/short), options (put/call), and currency trades through BloombergMonitoring complete trade lifecycle to ensure timely trade settlementUpdating daily cash and security positions in internal fund management system for Pools and Mandates managesPool presentation and marketing material content (30%)Content creation for quarterly newsletters, buy/sell notifications, update videos and Investment Committee presentationsGenerate and deliver presentation content which helps clients understand what they ownUpdating recurring marketing materials and providing Marketing Department with information as neededQualificationsEducation & ExperienceUndergraduate degree in a related field (Finance, Economics, Accounting, etc.).CFA designation or enrolled in the CFA program preferred.Investment industry experience preferred but not required.Technical KnowledgeStrong understanding of fundamental equity analysis and valuation.Proficiency in Microsoft Excel required, proficiency in PowerPoint, Word, and Teams preferred.Working knowledge of Bloomberg and S&P Capital IQ functionality preferred.Programming skills (i.e. Python, VBA) preferred.Skills & AbilitiesSound analytical, problem solving and decision-making skills.Strong collaboration skills combined with the ability to work independently.A proactive and resourceful approach to work is required.Ability to communicate clearly and concisely (verbally and written).Ability to work under pressure and in a fast-paced environment. * Excellent interpersonal skills and an entrepreneurial spirit.Additional InformationComprehensive health, dental and vision benefitsHealth & Wellness Spending Account4% Matching RRSP allocationGreat workplace culture!

Company Name: Value Partners Investments

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