Research Analyst

Location
Burkett Asset Management Limited
Suite 222, 3561 Shelbourne Street
Victoria, BC, V8P 4G8
Canada


Burkett Asset Management is an investment management firm based in Victoria, British Columbia managing more than $300 million in institutional and private client assets across a number of diversified strategies.

Job overview

We are seeking a highly motivated Research Analyst to join our investment research team. The Research Analyst will be responsible for conducting in-depth financial analysis, evaluating market trends, and providing valuable insights to support investment decision-making. The ideal candidate will have a strong analytical mindset, excellent research skills, and a passion for staying abreast of market developments.  They will have experience in the management of fixed income and/or equity portfolios.

The Research Analyst is a generalist in nature. With the flexibility to research and learn about equity and fixed income securities across sectors and geographies in employing our well-defined investment process. Research work will primarily be focused on analyzing specific securities though there will be exposure to portfolio construction and risk management for the broader portfolio. We work in a team-based environment so the successful candidate will be exposed to all aspects of the investment management process.

Responsibilities

• Perform in-depth research on equity and fixed income securities
• Actively monitor existing portfolio positions and make relative value recommendations based on a combination of bottom-up and top-down fundamental research
• Participate in meetings with corporate issuers and industry analysts
• Assist in the preparation and presentation of materials for credit, sector, or topical reviews
• Assist with the integration of new technologies to streamline the investment management process
• Support trading and execution in the portfolios

Success factors

• You have a passion for investing and portfolio management
• You are entrepreneurial, proactive and thrive in a high growth fast paced on-site team
• You have a professional demeanor with the ability to build trust with our people and partners
• You are collaborative and team focused

Job requirements

• Bachelor’s or Master’s degree in Finance, Economics, or a related field
• A minimum of 1 year’s experience in investment management and/or credit analysis
• Understanding research reports on specific companies and/or industries
• Strong analytical and quantitative skills
• Proficiency in financial modeling and data analysis
• Knowledge of investment strategies, financial markets, and economic trends
• Desire to pursue CFA Charter
• You are legally eligible to work in Canada for any employer
• You have excellent written and verbal communication skills in English

Preferred qualifications

• Ability to work with large data sets and strong technical proficiency in statistical analysis including statistical programming languages is considered an asset
• Experience in Bloomberg, Portfolio Management Systems, and Order Management Systems is an asset

Benefits

• Competitive salary ($65,000 – $80,000)
• Performance-based bonus
• Comprehensive health and retirement benefits
• Paid time off for vacation and studying
• Close-knit office culture
• Professional development programs, coaching and support including internal mobility across teams

How to apply

Interested candidates are invited to submit their resume and cover letter in one PDF on our website: https://burkettassetmanagement.ca/our-team/careers/

Burkett Asset Management is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.