Goodreid Investment Counsel Corporation is a private, employee-owned investment management firm that focuses primarily on the needs of high net worth families and individual investors. We offer an actively-managed portfolio approach enabling us to provide investment solutions for our individual clients as well as pensions, estates, trusts, corporations, charitable and endowment funds, and all types of registered plans including RRSP, RRIF, and TFSA. Goodreid invests in U.S. and Canadian publicly traded securities on a fully discretionary basis on behalf of our clients.

Goodreid has over two decades of experience managing money and is looking to hire an Equity Analyst to expand our investment team. With a well-known brand in the industry, robust asset growth, and a strong marketing and business development program, the role represents an exciting opportunity.

Experience:

Senior-level

Education Required:

Bachelor’s Degree Mandatory
MBA / Master’s Degree an asset

CFA Charterholder Mandatory

Salary Range:

$100, 000+

Position description

Reporting to Goodreid’s Senior Portfolio Managers, this role involves producing original analysis of sectors, companies, and stocks by engaging with top management, conducting desktop research, connecting with industry experts, sell-side analysts, and seasoned colleagues. The Associate will perform analyses to formulate investment recommendations for assigned stocks, covering 40-60 stocks in total.

Required skills / Experience

Key Responsibilities:

  • Conduct comprehensive research and analysis of publicly traded companies, including financial modeling and valuation.
  • Prepare and distribute monthly, quarterly and annual reporting as required
  • Monitor industry trends, economic indicators, and market developments to inform investment decisions.
  • Prepare detailed investment reports and presentations, including KYP documentation and factsheets
  • Collaborate with portfolio managers to support investment strategies and optimize portfolio performance.
  • Maintain relationships with company management, industry experts, and other analysts to gather insights.
  • Present findings and investment ideas to internal stakeholders.
  • Participate in marketing activities and support client service teams where needed.
Investment Equity Analyst
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How to Apply

Resumes can be sent to info@goodreid.com. Thank you for your interest.