Portfolio Analyst, Healthcare


Location: Toronto, ON, M5C2V9
Employee Type: full time
Experience: 8 - 10 years
Education: Master degree
Travel Required: 30%


A Wealth of Opportunity awaits you at Dynamic Funds
As the successful candidate you will have the opportunity to...
  • Partner with an award winning Value Portfolio Manager for the gathering, consolidating and interpreting of information and data required for buy, hold and sell decisions.
  • Work with an award winning Global equity team managing over $4 billion in assets.
  • Research companies and securities within the healthcare industry and prepare/submitwritten & oral reports.
  • Keep current on significant political and economic trends impacting the healthcare industry.

Key Responsibilities:

  • Analyze financial information to determine present and future financial performance;
  • Evaluate annual reports and other regulatory filings;
  • Organize the information collected into an easily accessible format and write succinct research reports for use by the Portfolio Manager in stock selection;
  • Collect industry, company and economic information from a variety of sources including the Web, institutional research, corporate reports, general and industry publications, management interviews, etc. in order to draft reports and make investment recommendations;
  • Generate a reasonable thesis for each investment position;
  • Read and summarize research reports for the purpose of making oral presentations and written reports;
  • Maintain a "recommended list” of at least 10 securities throughout the year;
  • Develop expertise on the securities under his/her responsibility, and support other Analysts/PMs as necessary;
  • Perform maintenance work on securities held within the Portfolio Manager's funds;
    • Maintain current financial models on each company;
    • Read all available public information on individual companies;
    • Update the Portfolio Manager accordingly with material information (i.e. Annual and Semi-Annual Reports, AIF’s, Press Releases, other Analyst reports);
    • Meet with company management regularly;
    • Attend industry seminars and reporting back any relevant information;
  • Support marketing efforts;
    • Take part in presentations to Wholesalers and existing/potential clients.
  • Support the Portfolio Manager with Back-up Administration duties as needed.
Skills and Experience:
  • CFA Charter holder or currently registered as a Portfolio Manager;
  • University Degree preferably in Health Sciences or Business;
  • Minimum 5+ years related analytical experience required with strong exposure to the healthcare industry;
  • Experience & knowledge of investment systems (i.e. CPMS, Thomson One Equity, Bloomberg) a definite asset;
  • Advanced skills in Microsoft Office (i.e. Excel, Outlook);
  • Excellent English language verbal & written communication skills;
  • Fluency in a second language is a definite asset, French preferred;
  • Ability to analyze and interpret research and make investment recommendations;
  • Experience working within a team environment;
  • Ability to work in a very fast paced environment;
  • Proven ability to cope with stress and multiple tasks;
  • Ability to make decisions quickly and accurately; and
  • Travel involved (industry seminars, company meetings or plant tours);
Dynamic Funds is managed by GCIC Ltd., an affiliate of Scotiabank.
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Dynamic Funds