Equity Research Analyst – Materials

Great Place to Work™ 2020, 2021, 2022, 2023 | Best Workplaces™ in Financial Services & Insurance 2020, 2021, 2022, 2023 | Best Workplaces™ for Mental Wellness 2023 | Best Workplaces™ for Giving Back 2022 | Best Workplaces™ for Women 2021 | Best Workplaces for Inclusion 2021 | Best Workplaces™ in Ontario 2020 and 2021

Our Company

Picton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $9.6 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development. Over the years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience. As our values state: We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm. We believe in integrity and always “doing the right thing” for our clients, colleagues and the firm. We are committed to performance, excellence and winning. At Picton Mahoney, “stepping up” is an action, not a thought, which results in the development and implementation of those ideas. We accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

The Opportunity

We are seeking an Equity Research Analyst specializing in the Materials sector to join our dynamic investment team in Toronto. As a successful candidate, you will bring a fresh and innovative approach to our firm's global portfolios. As an entrepreneurial thinker, you will stay current on trends in materials and other commodity research, portfolio construction and asset allocation and participate in the presentation of profitable ideas, ensuring that we are well-positioned to take advantage of market forces and provide strong returns for our clients.

Responsibilities of the Role

• Research and analyze equities in the Materials sector for the firm's global portfolios (Canadian, US, and International)
• Build and maintain financial models to assist in investment evaluations
• Prepare verbal and written reports on sectors and stocks to communicate investment theories and ideas
• Present profitable ideas and potential investment opportunities to the firm's portfolio managers
• Develop and maintain business relationships with company management teams and industry experts
• Analyze quarterly reports, conference calls and relevant company details
• Monitor industry trends, remain current on political and economic trends and events to assess impact on investment decisions and existing portfolios
• Actively participate and provide support in all aspects of the portfolio management process from construction to implementation and risk monitoring

• Participate in the multi-asset/multi-strategy working group from time to time related to the use of commodities in asset allocation
• Provide tactical advice to the multi-asset/multi-strategy working group on positioning across the Materials sector in the underlying commodities and/or equity sectors

The Qualifications and Experience Required

• University degree in Engineering, Commerce, Finance, Economics, Math or MBA
• CFA designation or enrollment in the program
• 5+ years of equity research experience with demonstrated success covering companies in the Materials sector

• Prior experience or an interest in asset allocation and portfolio construction

• Preference for experiences in both long and short equity investments
• Strong analytical skills and ability to clearly articulate findings
• Ability to filter vast amounts of information and put forth investment recommendations in a clear and concise manner
• Highly professional, flexible and organized
• Demonstrated ability to be a team player
• Self-motivated, results driven and able to work independently
• Strong computer skills and proficient with Excel
• Familiarity with Bloomberg is an asset

Our Commitment to Employees

At Picton Mahoney Asset Management, we take pride in elevating our employees' experiences through an array of exceptional perks and programs. Enjoy a suite of benefits including Corporate Wellness & Fitness Reimbursement, Women in Capital Markets partnership, Women Executive Membership, Volunteer Days, Charitable Matching, Maternity and Parental Leave Top-Up, Peer Performance Recognition Awards, Semi-Annual Performance Bonuses, a generous Annual Vacation Entitlement (minimum of 15 days/year), Tuition Reimbursement, Extensive Medical & Dental Benefits, Healthcare Spending Account, and more. These offerings are crafted to enhance your career journey and overall well-being. Join us in an environment that values your growth and success!

Picton Mahoney Asset Management is proud to be recognized by Great Place to Work® as a 2021 “Best Workplaces for Inclusion” and 2021 “Best Workplaces for Women”. We are committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at [email protected].