Job description

The Company: Green Square Research Inc.

Corporate Office: 1705-5000 Yonge St, North York, Ontario M2N 7E9

Tile of Position: Investment Analyst

Work Location: 1705-5000 Yonge St, North York, Ontario M2N 7E9

Start Date: As soon as possible

Type of Position: permanent and full-time

Position Availability:1

Work Hours: 37.5 hours per week

Work Schedule: Day, Monday to Friday

Salary: CAD$37.5 per hour

Benefits:

• 15-day paid vacation per year.
• Monthly mobile billing reimbursement
• Free parking

Language: English

Education:

• Bachelor's degree in Finance, Commerce, Business or a related field.

Experience:

• A minimum of one-year related work experience in investment analysis is required.

Work Setting:Investment company

Overview:

We are looking for a candidate with expertise in conducting fundamental and quantitative equity research and presenting the actionable investment ideas and strategies. This role requires close monitoring of the current equity market, performing in-depth research, analyzing data, and making information-based investment recommendations. As an incoming analyst, you are expected to be involved in a variety of transactions along with financial advisory assignments and providing ongoing assistance to the portfolio managers.

General Tasks:

• Evaluate financial risk
• Collect financial and investment information about companies, stocks and other investments
• Examine and analyze financial and investment information (profiles of companies, stock prices, yields and future trends)
• Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
• Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
• Analyze investment projects
• Analyze data and prepare reports
• Conduct research

Specific Tasks:

• Conduct in-depth and thorough investment research and analysis of various investment opportunities on US Equities and corresponding options.
• Perform daily screenings to identify the most actionable option and stock trading ideas by analyzing market trends, economic conditions, company performance and other relevant data.
• Prepare market commentaries & investment memos based on research findings and present them during daily briefing sessions to traders and the management team.
• Assist in developing robust financial models and forecasts to assess investment performance and potential returns, supporting investment decisions.
• Collaborate with portfolio managers and other team members to develop effective investment strategies and recommendations.
• Participate in the due diligence process for potential investments by conducting company valuations and analyzing financial statements.
• Evaluate and summarize insights from new and established research sources for internal review.
• Draft portfolio performance reports on a regular basis for management team approval and communicating the findings with clients.

Computer and Technology Knowledge:

• MS Excel
• MS Office
• MS PowerPoint
• Electronic mail
• MS Outlook

Work Conditions:

• Fast-paced environment
• Work under pressure
• Attention to detail

Personal Suitability:

• Accurate
• Excellent oral communication
• Initiative
• Judgement
• Organized
• Reliability
• Team player
• Ability to multitask
• Due diligence

Other Requirements:

• Knowledge on Options is required.
• Ability to perform corporate financial analysis and financial modelling.
• Strong presentation skills
• Previous quantitative and qualitative research experience is an asset.
• Having a certification of CSC/CFA/CMT is preferred.

• Strong analytical and problem-solving skills.

• Detail-oriented

How to Apply:

• By email: n.yang@greensquareresearch.com