Equity Research Associate, Technology

at  Picton Mahoney Asset Management

EQUITY RESEARCH ASSOCIATE, TECHNOLOGY

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THE OPPORTUNITY

We are seeking an Equity Research Associate specializing in the Technology sector to join our dynamic investment team. As the successful candidate, you will bring a fresh and innovative approach to our firm’s global portfolios. As an entrepreneurial thinker, you will stay current on trends in technology research and participate in presentations of profitable ideas; ensuring that we are well-positioned to take advantage of market forces and provide strong returns to our clients.

THE QUALIFICATIONS AND EXPERIENCE REQUIRED

• Completion of undergraduate/graduate degree in Business, Finance, Science or equivalent industry experience.
• CFA designation, in the process of obtaining or equivalent.
• 2 years relevant experience including equity research (healthcare focus), direct industry experience, investment banking or M&A.
• Strong understanding of the Technology sector with accounting and statistical skill sets.
• Strong analytical skills and the ability to articulate results.
• Demonstrates advanced modeling capabilities.
• Driven to put forth investment recommendations in a clear and concise manner.
• Exhibits a natural and high-level intellectual curiosity when researching new topics.
• An ability to produce high-quality and/or final work product and solutions in a rapidly changing environment with tight deadlines, with the skill to prioritize to ensure timely and accurate delivery.
• Excellent time management, analytical thinking, problem solving, and verbal and written communication skills.
• Demonstrated ability to work independently while also contributing effectively to team goals and greater collaboration.
• Approaches their career with a positive and growth-oriented mindset that radiates a natural passion, enthusiasm and core personal values that respects others and ethics.
• Long and short equity investment experience is considered an asset.

• Research and analyze equities in the Technology sector for the firm’s equity portfolios.
• Explore ideas, including Long and Short thesis statements in conjunction with analyst initiatives.
• Research ideas generated by our quantitative investment process.
• Conduct financial analysis (relative value, financial modelling, etc.) for the research team.
• Monitor existing portfolios for changes in investment thesis.
• Collaborate with and provide support to the Technology analyst and portfolio managers.
• Provide support on all aspects of the portfolio management process including construction, implementation and risk monitoring.
• Analyze quarterly reports, conference calls and relevant company details.
• Monitor industry trends, remain current on political and economic trends and events to assess impact on investment decisions and existing portfolios.