Research Associate, JFL - Montreal, QC

Requisition ID: 213998

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations, and individuals in Canada and internationally — representing more than CA$62 billion in assets under management. Our history and culture are rooted in investment stewardship that is expressed through an adherence to quality investing consistent with our long- standing investment philosophy and the advancement of good governance and sustainable investing. Acting in the best interests of our clients is the cornerstone of everything we do. Headquartered in Montreal, we have offices in Toronto, Calgary, and Vancouver.

In this role, the Research Associate will work in a dynamic environment amongst a small group of highly trained professional analysts and portfolio managers. This position is regarded as a steppingstone towards increased responsibilities and incumbents will benefit from one-on-one coaching and mentorship.

The successful applicant will contribute to the overall success of the JFL Research Department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted follow governing regulations, internal policies, and procedures.

We are currently seeking an Associate to join our Global Equity investment team. We are looking for a self-motivated individual who has a strong knowledge of financial statements, established modeling acumen, as well as investment report generation. The successful candidates will have a demonstrated passion for investing.

Is this role right for you? In this role you will:

• Champions a customer focused culture to deepen client relationships and leverage broader JFL’s relationships, systems and knowledge.
• Work closely with Senior Analysts and Portfolio Managers in to support of idea generation, model maintenance and overall processes within the Toronto investment team.
• Build and update detailed financial models.
• Collect, analyze, and input company financial data.
• Maintain database tables.
• Understand how JFL’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with the firm’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high-performance environment and contributes to an inclusive work environment.

The Must Haves:

• Minimum one year of relevant buy side, investment banking or sell side equity research experience

• Undergraduate degree with strong academic credentials
• CFA designation or pursuit of this designation is an asset
• High level of attention to detail and accuracy
• Proven passion for investing, member of an investment program or club.
• Strong numeracy skills
• Willingness to learn and adapt to change
• Reliability, with good judgment
• Excellent communication skills, both written and verbal
• Proficiency in analytical tools such as Excel, Bloomberg and Capital IQ.
• Previously worked as a research assistant on the analyst team in the banking sector (assets) banking sector (assets).

Working Conditions:  Work in a standard office-based environment

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Jarislowsky, Fraser Limited (“JFL”) is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.