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Investment Analyst – Fixed Income

Industry FinTech14 days ago
Toronto, Ontario
Mid Level
full_time

Top Benefits

Competitive salaries with annual pay increases
Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
Competitive uncapped commission, for sales positions

About the role

Investment Analyst – Fixed Income

Location: Hybrid, Toronto Office

Empire Life is looking to hire an Investment Analyst to join our Fixed Income team!

The Investment Analyst, Fixed Income provides assistance to the Fixed Income Team in the active management of fixed income portfolios across various institutional and retail mandates. The Fixed Income Team invests in a variety of asset classes including public bonds, private debt placements, commercial mortgages, preferred shares, money market instruments and external alternative funds. The incumbent is guided by defined goals and objectives and works under the supervision of a senior fixed income team member.

Why pursue this opportunity

Play an integral role

  • this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Have your voice heard

  • with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

Hone your skills

  • this is an opportunity that allows for you to grow your technical, and functional skills.

What you’ll be working on

  • Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports, investor presentations, industry publications, and credit agency publications
  • Assist in the asset selection process through analysis of individual investment opportunities and how they will contribute to the overall portfolio performance
  • Assist in the preparation of investment recommendations and memos to be distributed internally
  • Coordinate financial settlements with the Investment Administration team
  • Assist in the management of fixed income assets including public bonds, private debt placements, commercial mortgages, preferred shares and money market instruments as well as external alternative funds
  • Monitor individual holdings’ compliance with loan covenants as well as their internal credit ratings through periodic reviews of Issuer financial performance and covenant compliance
  • Assist in the construction and maintenance of screens using software such as Bloomberg to filter database of companies to identify potential investment ideas
  • Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes
  • Maintain statistics on the portfolio regarding exposures, company information and valuation parameters
  • Assist in the preparation of reports on portfolio investment performance
  • Actively participate in and contribute to Investment team strategic meetings.
  • Other ad hoc duties as may arise

What we’re looking for you to have

  • 1-3 years of experience in the analysis of fixed income instruments such as public bonds, private debt placements, and commercial mortgages as well as alternative funds, gained in commercial, corporate, or investment banking, a life insurance company, debt capital markets dealers, or an investment manager.
  • Strong knowledge of credit principles and capital markets coupled with strong intellectual curiosity
  • Ability to present complex concepts in a clear and precise manner
  • Completion of a university degree with courses in finance, economics, mathematics, statistics, quantitative methods
  • CFA or working toward designation
  • Well-developed mathematical skills
  • High proficiency in Excel including VBA, Word and PowerPoint, programming experience in Python is desirable
  • Experience with Bloomberg is desirable
  • Strong research and financial modelling skills
  • Clear written and verbal communication skills
  • Attention to detail/accuracy
  • Ability to operate effectively under sometimes tight timelines and competing priorities
  • If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

  • Competitive salaries with annual pay increases
  • Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
  • Competitive uncapped commission, for sales positions
  • A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
  • Flexible work arrangements and an annual allotment of personal health days.
  • Four weeks annual vacation from hire date
  • A defined contribution pension plan with generous employer matching
  • Top up programs for parental leave and compassionate leave
  • Employer-sponsored wellness and recognition programs
  • A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire .

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@empire.ca .

About Industry FinTech

Financial Services
11-50

We provide an all in one back office financial technologies platform for entrepreneurs to gain the single most important solution - the ability to be trusted by investors and stakeholders.