Investment Analyst, Capital Markets – Fundamental Equities

The Opportunity

The Investment Analyst will support the Consumer Pod in all aspects of the investment process including financial modeling, maintenance of databases, screening of ideas, due diligence, and monitoring of existing and potential investments.

Who you’ll work with

Reporting to the Director (Consumer), the Investment Analyst will gain valuable insight into formulating and executing investment theses, develop a deep understanding of the Consumer Discretionary and Staples sectors, and learn about portfolio management and risk management practices from a team of seasoned investment professionals.

What you’ll do

Working with the senior investment professionals, you will be responsible for:

• Building financial models and forecasts for various companies, using different valuation approaches that are common at OTPP
• Helping with sector research, reports, and quarterly results updates
• Writing update notes on companies where news, developments, or results warrant
• Attending management meetings along with a team member and writing notes
• Establishing working relationships with other Sector Pods in Fundamental Equities and colleagues in Capital Markets
• Occasional travel for industry conferences and management meetings