Reporting to the Senior Manager of Investment Research, the Portfolio Manager will possess strong research analytical skills, along with the ability to develop an investment strategy and be able to outperform the benchmark in the long term.
What will you do?
Responsible for leading research and analysis about industries and companies.
Responsible for leading creating detailed long and short investment recommendations.
Monitor new industry trends and assess their impact on portfolio positions.
Responsible for building and maintaining a portfolio with a well-defined strategy
Responsible for generating new investment ideas through monitoring macroeconomic conditions and conducting company due diligence.
What you need to succeed
Must-haves
Completion of a University degree in Commerce, Finance, Accounting, Math, or related is preferred.
Interest in global markets and innovating technologies.
5+ years of equity research or portfolio management experience
Proven record of strong portfolio performance
Well-developed qualitative and quantitative analytical skills.
Superior organizational skills with an ability to filter vast amounts of information.
Candidates must be highly proficient at financial modeling/Excel.
Demonstrated ability to produce persuasive & informative reports.
Fluent in both Mandarin and English
Nice-to-haves
Completion of the CFA designation
Work experience of portfolio management
What’s in it for you?
At WinnerMax Capital, we are committed to building a great culture that cares, nurtures and values every individual who works here. Below are some of the highlights of what we offer. As a WinnerMax employee, you will:
Have a direct line of sight to the high-level workings of all deals (including but not limited legal, accounting and others).
Be provided an opportunity for equity / profit share compensation
Work in an entrepreneurial environment that encourages creativity
Be encouraged, empowered and challenged to be your best
Be provided opportunities to learn continuously and develop professionally
Work with dynamic high performing team who thrive on the challenge to reach their highest potential just like you
Be a part of an inclusive culture where your ideas and advice are heard and valued.
Be provided total rewards program that includes
Competitive base pay
Eligibility for bonus as well as benefits
Reimbursement of your professional development/training
Free onsite gym
About our culture:
At WinnerMax Capital, we firmly believe it is the diversity of our background, experience and point of view that drive our growth, innovation and success both in Canada and globally. We thrive to build a culture that combines the best of east and west while appreciating and respecting each individual and their differences. We develop and promote talent regardless of age, gender, ethnicity, sexual orientation, visible or invisible disability, etc.
Should you need accommodation during recruitment process, please email us at [email protected].
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