Senior Manager, Fundamental Equities Research (IT Sector)

at  AIMCo Alberta Investment Management Corporation

CLOSING DATE:

September 9, 2024
Opportunity
Posting will close September 8th at 11:59pm
Work our way from Edmonton, Calgary, or Toronto
The Public Equities team share many of the same characteristics: they are skilled at performing quantitative and qualitative analysis to understand investment opportunities that will add value to portfolios, and they are adept at presenting their recommendations to all members of the investment team. They embody long-term thinking and can appreciate that time allows prudent decisions to uncover their value. Technically savvy, they have advanced modelling skills that complement their industry expertise and insights. Research team members are individual contributors within a truly collaborative team that embraces shared learning opportunities.
As the Senior Manager, Fundamental Equities Research (IT Sector), the successful candidate will contribute to the value-add of AIMCo by analyzing global fundamental investment candidates in the Hardware, Software, and Internet spaces. They will produce differentiated insights through extensive use of both primary (annual and quarterly reports, 10Ks, proxy filings, 13Fs, conference call transcripts, etc.) and secondary (broker reports, industry publications, fund manager commentaries, etc.) information sources supplemented with direct interviews with corporate management teams. The successful candidate will bring their knowledge and instincts with a primary research focus on innovative companies in the Information Technology sector and will demonstrate the ability to articulate investment recommendations with precision and conviction.

Responsibilities

• Building investment research reports, developing bespoke intrinsic valuations (including sensitivity and scenario analysis where relevant), and defending one’s recommendations both verbally and in writing
• Undertaking investment screening and modeling with the use of team resources, such as S&P Capital IQ, Bloomberg, FactSet, Barra, etc.
• Working in partnership with the Fundamental Equities leadership team and other team members in portfolio idea generation and due diligence – a confident and articulate communicator
• Monitoring industry trends and global market developments in search of mispriced securities and valuation anomalies, and communicating research outcomes proactively – exhibiting high conviction
• Utilizing industry research expertise and various expert networks in collaboration opportunities across Public Equities investment teams and other Asset Classes
• Building strong relationships with internal and external partners to help generate expert perspective on Technology sector value chains and emerging trends
• Assisting the Director, Fundamental Research with quarterly analysis of global Fundamental investor peer review

Our Ideal Candidate:

• 10+ years’ investment research experience completing financial statement review and/or preparation, focused on the Information Technology sector
• Broad understanding of Fundamental Equities discretionary investment philosophy and approach
• CFA and/or CBV, CAIA, CA, CMA designation
• Advanced knowledge of US Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS)
• Passion for fundamental, research-driven investing with a global perspective
• Patience – our turnover is low, and we make fewer, larger investment decisions grounded in long-term investment cases rather than quarterly earnings releases
• Undergraduate degree required with top academic credentials
• Exceptional knowledge of Excel; confidence navigating pivot tables and VBA
• Advanced written and verbal communication abilities
• Demonstrates a strong commitment to AIMCo’s core values of excellence, transparency, humility, integrity and collaboration, and inspiring the same in others

Success Measures
Within the first year, as the Senior Manager, Fundamental Equities Research (IT Sector), you will contribute to the Public Equities team by harnessing your subject matter expertise to drive successful investment outcomes, contributing differentiated insights across multiple portfolios, and enhancing our ideas pipeline with new sources of value-add. This work supports AIMCo in generating consistent client returns over the long-term by seeking out the best investment opportunities across the globe.
Next Steps
We are excited to meet you. Please submit your resume or CV to be considered for this opportunity. Applications are being reviewed on a rolling basis and we will be in touch with any questions.
Final candidates will be asked to undergo a security screening, which includes a credit bureau and a criminal record investigation, the results of which must be acceptable to AIMCo.
ALERT - Be on the lookout for AIMCo career opportunities advertised through third parties that request an application fee or too much information. To verify, all opportunities are posted on aimco.ca/jobs
Just like our investments, our international team is stronger when we are diversified. At AIMCo, we draw upon the differences in who we are, where we come from, and the way we think to foster sophisticated solutions for Albertans. Doing business the right way means building an equitable organization inclusive of all races, genders, ages, abilities, religions, neurodiversity, identities, and lived experiences. Simply put, when you can show up as your authentic self every day, you and your team can truly thrive — all in service of our clients and their beneficiaries

• Building investment research reports, developing bespoke intrinsic valuations (including sensitivity and scenario analysis where relevant), and defending one’s recommendations both verbally and in writing
• Undertaking investment screening and modeling with the use of team resources, such as S&P Capital IQ, Bloomberg, FactSet, Barra, etc.
• Working in partnership with the Fundamental Equities leadership team and other team members in portfolio idea generation and due diligence – a confident and articulate communicator
• Monitoring industry trends and global market developments in search of mispriced securities and valuation anomalies, and communicating research outcomes proactively – exhibiting high conviction
• Utilizing industry research expertise and various expert networks in collaboration opportunities across Public Equities investment teams and other Asset Classes
• Building strong relationships with internal and external partners to help generate expert perspective on Technology sector value chains and emerging trends
• Assisting the Director, Fundamental Research with quarterly analysis of global Fundamental investor peer revie