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Investment Analyst – Fixed Income

Empire Life Full Time Toronto, ON Financial Analyst

Toronto, ON

Scope Statement

The Investment Analyst, Fixed Income provides assistance to the Fixed Income Team in the active management of fixed income portfolios across various institutional and retail mandates. The Fixed Income Team invests in a variety of asset classes including public bonds, private debt placements, commercial mortgages, preferred shares and money market instruments. The incumbent is guided by defined goals and objectives and works under the general supervision of the Vice President, Head of Fixed Income and Private Placements.

Impact Statement

  • Supports the Fixed Income Team to successfully execute on its various investment mandates

    • Responsibilities include

  • Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports, investor presentations and industry publications
  • Assist in the asset selection process through analysis of individual investment opportunities and how they will contribute to the overall portfolio performance
  • Assist in the preparation of investment recommendations to be distributed internally
  • Coordinate financial settlements with the Investment Administration team
  • Assist in the management of fixed income assets including public bonds, private debt placements, commercial mortgages, preferred shares and money market instruments
  • Monitor individual holdings’ compliance with loan covenants as well as their internal credit ratings through periodic reviews of Issuer financial performance and covenant compliance
  • Assist in the construction and maintenance of screens using software such as Bloomberg to filter database of companies to identify potential investment ideas
  • Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes
  • Maintain statistics on the portfolio regarding exposures, company information and valuation parameters
  • Assist in the preparation of reports on portfolio investment performance
  • Actively participate in and contribute to Investment team strategic meetings.
  • Other ad hoc duties as may arise

    • Knowledge and Experience

  • 2 – 3 years of experience in the analysis of fixed income instruments such as public bonds, private debt placements, and commercial mortgages gained in commercial, corporate, or investment banking, a life insurance company, debt capital markets dealers, or an investment manager.
  • Strong knowledge of credit principles and capital markets

    • Education / Professional Courses / Certification

  • University degree with courses in finance, investments, economics, mathematics, statistics, quantitative methods
  • Enrollment in the Chartered Financial Analyst program is desirable

    • Key Skills

  • Well-developed mathematical skills
  • Well-developed financial modeling and analytical skills
  • Well-developed understanding of credit risk analysis
  • Clear written and verbal communication skills
  • Attention to detail/accuracy
  • High proficiency in Excel including VBA, Word and PowerPoint
  • Experience with Bloomberg is desirable
  • Well-developed evaluation, decision-making and problem resolution skills
  • Ability to operate effectively under sometimes tight timelines and competing priorities

    • Key Competencies

  • Collaboration
  • Customer-Centricity
  • Driving for Results
  • Initiative
  • Innovation
  • Integrity
  • Interpersonal Communication
  • Judgment and decision-making

    • Working Conditions

  • Office environment
  • Prolonged periods of concentration and attention to detail

    • Interactions

  • Head Office and local management and employees
  • Senior corporate executives of debt issuers
  • Sell side analysts and sales representatives
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