A Wealth of Opportunity awaits you at Dynamic Funds

As the successful candidate you will have the opportunity to...

• Partner with a Lipper and Canadian Investment award winning Portfolio Management Team with over $4 billion in assets in Global, US and Canadian equities.
• The Portfolio Analyst will work as a generalist gathering, consolidating and interpreting information and data required for buy, hold and sell decisions.
• Research companies and securities within various industries and prepare/submit written & oral reports.
• Keep current on significant political and economic trends impacting assigned industries, organizations and particular sectors.
• Analyze companies for Dynamic American Value Fund, Dynamic Canadian Dividend Fund and Dynamic Global Dividend Fund (in addition to other mandates).

Key Responsibilities:

• Analyze financial information to determine current and future financial performance;
• Evaluate annual reports and other regulatory filings;
• Organize the information collected into an easily accessible format and write succinct research reports for use by the team in stock selection;
• Collect industry, company and economic information from a variety of sources including the Web, institutional research, corporate reports, general and industry publications, management interviews, etc. in order to draft reports and make investment recommendations;
• Generate a reasonable thesis for each investment position;
• Read and summarize research reports for the purpose of making oral presentations and written reports;
• Maintain a “recommended list” throughout the year;
• Develop expertise on the securities under his/her responsibility, and support other Analysts/PMs as necessary;
• Perform maintenance work on securities held within the team's funds;
  • Maintain current financial models on each company;
  • Read all available public information on individual companies;
  • Update the team accordingly with material information (i.e. Annual and Semi-Annual Reports, AIFs, Press Releases, other Analyst reports);
  • Meet with company management regularly;
  • Attend industry seminars and report back any relevant information;
• Support marketing efforts;
  • Take part in presentations to Wholesalers and existing/potential clients.
• Support the team with Back-up Administration duties as needed.

Skills and Experience:

• CFA Charterholder or currently registered, previously registered or otherwise registrable as a Portfolio Manager;
• University Degree preferably in Economics, Finance or Business;
• Minimum 5+ years related buy or sell-side securities analysis experience required;
• Experience & knowledge of investment systems (i.e. Bloomberg, CPMS, Charles River) a definite asset;
• Advanced skills in Microsoft Office (i.e. Excel, Outlook);
• Excellent English language verbal & written communication skills;
• Fluency in a second language is a definite asset, French preferred;
• Ability to analyze and interpret research and make investment recommendations;
• Experience working within a team environment;
• Ability to work in a very fast paced environment;
• Proven ability to cope with stress and multiple tasks;
• Ability to make decisions quickly and accurately; and
• Some travel involved (industry seminars, company meetings or plant tours);

Dynamic Funds are managed by GCIC Ltd., an affiliate of Scotiabank.