Senior Investment Analyst

Company DescriptionNorth 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.
Company DescriptionNorth 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 professionallyProvided with a total rewards program that includes:
Competitive base pay
Eligibility for bonus as well as benefits
Reimbursement of your professional development/training
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.
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