Senior Investment Analyst

Company Description

North Horizon Holdings is a global investment Canadian family office. We are a value-oriented investor in public and private equities, fixed income, hedge funds and private real estate.

We are looking for an exceptionally talented individual to join our Asset Allocation & Investment Research team. This is an exciting opportunity to join a high-performing team, make a significant impact, and demonstrate your leadership and value in investment research across multiple different asset classes.

The Asset Allocation & Investment Research group’s mandate includes asset allocation, new investments initiatives, hedging strategies along with direct investing and/or providing advice in passive and active investment mandates in both public and private markets.

Position Overview

• Participate in the investment research process, from idea generation to investment implementation across a variety of asset classes
• Review proposed private equity investments sourced across the firm:
• Perform fundamental research on private equity companies (including venture capital), with a focus on high growth technology and disruptive companies
• Conduct in-depth fundamental research which includes competitor analysis, industry dynamics, and competitive positioning
• Other responsibilities include building financial models, gap and exit analysis, due diligence on management teams and other critical analysis
• Conduct research on external portfolio managers and investment products
• Present topical industry research in areas such as technology (AI, cybersecurity, etc.), real estate and heath care; articulate important investment decision rationales on the subject
• Stay abreast to both public and private markets, macroeconomics, regulatory updates, and industry developments that may impact investment decisions, and incorporate these insights into the research process
• Ensure compliance with regulatory requirements and internal investment policies and procedures

Qualifications

• Undergraduate degree in finance, economics, mathematics or a related field. MBA, MFin and/or CFA designation highly preferred
• Minimum 5 years investment research experience, with a proven track record of generating value through investment recommendations at North American investment institutions
• Deep understanding of financial markets, investment principles, and valuation techniques
• A generalist across multiple sectors and/or asset classes is preferred, but specific industry experience in technology or real estate is an asset
• Excellent qualitative and quantitative skills, proficiency in financial modeling and data analysis
• Strong communication and presentation skills; capable to effectively communicate investment theses and insights with senior management
• Ability to thrive in an institutional environment and manage multiple priorities effectively
• Flexible to travel (mostly to the United States)

Culture and Compensation

• Be part of an inclusive culture where your ideas, advice and recommendations are highly valued
• Provided with opportunities to learn continuously and develop professionally
• Provided with a total rewards program that includes:
• Competitive base pay
• Eligibility for bonus as well as benefits
• Reimbursement of your professional development/training
  
  

As part of the application, please include a 2-page investment analysis (minimum 11-point font size) that was recently produced. The investment analysis can be on a publicly traded North American equity, or a private investment opportunity.

Note: This posting is for an existing job vacancy. Some steps in the resume screening process may use AI-assisted tools to help identify qualified candidates. All applications will be reviewed fairly and in compliance with the Employment Standards Act (ESA).

At North Horizon, we are committed to building a great culture that cares, nurtures and values every individual who works here.