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Be Part of a Socially Responsible Organization  
Addenda Capital is a privately-owned investment management firm that favours a sustainable approach to wealth creation. The company offers a stimulating, positive and open-minded environment where integrity, collaboration and diversity is valued. Addenda integrates ESG (Environmental, Social and Governance) factors into its investment and stewardship activities to enhance its clients’ long-term performance and to promote sustainable development for society.
We manage 40 billion dollars in assets and have nearly 200 employees spread across our headquarters in Montreal and our offices in Toronto, Guelph, and Regina. We have adopted a hybrid work model that promotes work-life balance as well as a collegiality that sets us apart in the workplace.
The Investment Sector: The Source of Our Value Creation 
Are you looking to join a team focused on understanding client needs and objectives to maximize their long-term investment success? Do you want to broaden your perspectives and contribute to the analysis of companies’ ESG practices and investment opportunities? At Addenda Capital, we combine financial returns with positive societal change. You’ve come to the right place.
Experience:

Senior-level

Salary Range:

$100, 000+

Position description
What is the Opportunity
Reporting to the Chief Investment Officer, you will take the lead in developing, implementing and monitoring the investment strategy for the Global Equity team, which includes oversight of all US, Global and EAFE equity portfolios. You will be responsible for leading a group of five Portfolio Managers in day-to-day security analysis and research, portfolio construction, and risk management across the three core mandates (US, Global and EAFE) as well as several unique sustainable investment mandates. You will provide insight and collaboration as a member of the Asset Allocation committee, participate in monthly Investment Committee (all asset class team leaders) meetings and support the new business development and client service team. 
 
Your responsibilities
  • Lead the portfolio construction, risk management and ongoing monitoring across all US, Global and EAFE portfolios;
  • Represent Addenda’s Global Equity team appropriately in various functions when liaising with clients and the investment community (e.g. CFA Institute, Investment Dealers).
  • Lead weekly research, portfolio construction and trading meetings with team;
  • Support and collaborate with other Investment teams and Portfolio Managers as well as the Economics and Sustainable Investment teams at Addenda;
  • Participate in monthly Investment Committee meetings with other team leaders;
  • Participate in quarterly Asset Allocation forecast and strategy meetings;
  • Coach and mentor team members on a daily basis.
Required skills / Experience
What you bring
  • Substantial experience and proven track record of success in a position with similar functions including an established history of leading high-performing teams;
  • You have a high level of experience and knowledge of security analysis, thematic research, equity market and trading, portfolio construction and risk management;
  • You have a strong understanding and comfort incorporating Environmental, Social and Governance risks; into your analysis and research;
  • You excel when presenting to clients, stakeholders and staff with differing levels of investment knowledge and sophistication;
  • You have a track record of constructing and managing high performance portfolios while engaging your team;
  • CFA designation and other relevant designations.
What sets you apart
  • You excel in a collaborative, team-oriented work environment (hybrid remote/office policy);
  • You demonstrate a high degree of initiative, leadership and resourcefulness;
  • Your interpersonal skills and client-oriented approach allows you to maintain excellent relationships with various stakeholders/partners;
  • You have strong oral and written communication skills;
  • You can complete mandates within tight deadlines;
  • You have great collaboration, organizational and planning skills;
  • Preferred: You demonstrate proficiency in both English and French, spoken and written.
This role requires to be available for business travel.

Do you have a genuine interest in this position and meet most of the requirements? Apply now!  We value differences and discussions by creating and maintaining an inclusive, equitable and accessible work environment that fosters collaboration. Let us know what makes you unique and how you will make a difference in the Addenda Capital team.

VP, Global Equities
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How to Apply

Please apply online at the link below.

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