Description:
Picton Mahoney is seeking a bright, driven, and curious Research Associate to support our firm’s Research Analysts in exploring equities for the firm’s portfolios. The successful candidate would have a strong foundation and experience in equity research and would be adept with analyzing complicated data, whilst communicating articulate results and recommendations to the team. Fueled by a commitment to innovative strategies, the successful candidate would contribute to helping differentiate Picton Mahoney as a leader in the Financial Services industry.
Responsibilities of the Role
- Responsible for researching and evaluating equities for the firm’s equity portfolios.
- Collaborate with others to explore ideas, including Long and Short thesis statements in conjunction with analyst initiatives.
- Research process-oriented ideas generated by our quantitative investment process.
- Conduct financial analysis (relative value, financial modelling, etc.) for the research team.
- Monitor existing portfolios for changes in investment thesis.
- Collaborate with and provide support to the analysts and portfolio managers.
- Provide support on and understand all aspects of the portfolio management process including construction, implementation and risk monitoring.
The Qualifications and Experience Required
- Completion of undergraduate/graduate degree in Business, Finance, Science or equivalent industry experience.
- CFA designation, in the process of obtaining or equivalent.
- 2-3 years relevant experience including equity research, direct industry experience, investment banking or M&A.
- Holistic understanding of the technology sector with an accounting and statistical skill set.
- Robust analytical skills and the ability to effectively present insights and results.
- Demonstrates advanced modeling capabilities.
- Long and short equity investment experience is considered an asset.
- Passion and aptitude for providing investment recommendations in a clear and concise manner.
- Exhibits a demonstrated and high-level intellectual curiosity when researching new topics.
- A commitment to producing high-quality and/or final work product and solutions in a rapidly changing environment with tight deadlines, with the skill to prioritize to ensure timely and accurate delivery.
- Excellent time management, analytical thinking, problem solving, and verbal and written communication skills.
- Demonstrated ability to work independently while also contributing effectively to team goals and greater collaboration.
- Approaches their career with a positive and growth-oriented mindset that radiates a natural passion, enthusiasm and core personal values that respects others and ethics.