Senior Manager / Director Global Equity Research Technology Media & Telecommunications Capital Markets

PSP Investments


Job Summary

PSP Investments, is currently hiring on a vacant job post of Senior Manager / Director Global Equity Research Technology Media & Telecommunications Capital Markets based in Montreal Quebec Canada. Please read the job detail carefully before applying.

Job Title: Senior Manager / Director Global Equity Research Technology Media & Telecommunications Capital Markets
Company Name: PSP Investments
Job Type: Full Time
Job Location: Montreal Quebec Canada
Salary:
Job Link Expiry: 2022-12-05
Posted on: jobsintelecom.net

Job Detail

About Us

We’re one of Canada’s largest pension investment managers, with CAD$230.5 billion of net assets as at March 31, 2022.

We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.

Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

Experience The Edge

At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced.

About The Team

The Fundamental Research Platform is a transversal functional team of sector specialists that serves the investment research needs of Active Equities, Alternatives and Private Asset Classes within PSP. Comprised of seasoned investment professionals, this team contributes the insight that comes from deep learning and experience in their respective fields. We are organized into four sector teams: Technology Media & Telecom (TMT), Industrials & Materials (IM), Consumer and Healthcare

About Your Role

As a Senior Manager/ Director, Global Equity Research, Technology, Media & Telecommunications you’ll:

Primary Responsibilities

Sector analysis & stock selection

  • Assume coverage of Technology, Media & Telecommunications on a global basis
  • Perform thematic research and timely regular sector reviews
  • Identify investment opportunities in the selected industries for each equity strategy. Focus on prioritization of such opportunities, and allocation of both time and resources to convert opportunities into realized investments
  • Establish a network of external resources (sell-side, consultants, experts)
  • Develop relationships with management of investees and other companies of interest in the sector
  • Prepare and present fulsome investment theses autonomously on selected stocks to portfolio managers
  • Alongside TMT colleagues, participate in the preparation of financial models on stocks and provide relevant industry analysis. Ability to use judgement and creativity to build conviction on complex investment topics
  • Select and maintain a high-conviction list of stocks with forecasted IRRs and scenario analysis
  • Develop and maintain investment theses on individual stocks
  • Contribute to the development of team members, both in the TMT team and the wider Active Equities team. Leverage subject matter expertise to both network and influence the relevant counterparties, both within Capital Markets and PSP overall

As required, provide expertise to the Alternatives Portfolio within CM as well as other PSP asset classes as requested

Investment & portfolio management

  • Monitor the development of investee companies against their investment thesis
  • Make recommendations on stock actions as risk reward profile changes

What You’ll Need

Education

  • Graduate degree in a relevant field
  • CFA designation is an asset

Experience

  • At least eight years of relevant experience with a financial institution or fund manager
  • In-depth knowledge of the Technology, Media & Telecommunications sector as well as industry trends and dynamics

Knowledge & Skills

  • Excellent judgment and discernment regarding investments, as well as initiative
  • In-depth knowledge of finance and macroeconomics
  • Ability to challenge his or her own ideas, to accept that these ideas will be challenged by others and to persuade his or her colleagues to strive for excellence
  • Excellent organizational and priority management skills
  • Ability to work under pressure and meet tight deadlines
  • Excellent interpersonal communication and presentation skills
  • Team player and strong coaching abilities
  • Knowledge of foreign languages (an asset)

This position requires frequent travel.

Please note that this position is located in our offices in NYC or Montreal.

We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:

  • A flexible hybrid work model with a mix of in-office and remote days based on business groups, teams, and roles
  • A hybrid allowance to support any hybrid related needs
  • Competitive pension plans
  • Comprehensive group insurance plans
  • Unlimited access to virtual healthcare services and wellness programs
  • Generous and inclusive paid family leave
  • Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
  • Investment in career development
  • Benefits package may vary based on your employee type.

At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Visit us on www.investpsp.com/en/

Follow us on LinkedIn

Vaccination: We are committed to a healthy and safe work environment. As a Canadian Crown Corporation with offices around the world, we adhere to Canadian and local government guidelines regarding COVID-19. Vaccination is not currently a mandatory employment criteria. However, this is subject to change, depending on Canadian and local government guidelines.

Vaccination (for NY): We are committed to a healthy and safe work environment. As a Canadian Crown Corporation with offices around the world, we adhere to Canadian and local government guidelines regarding COVID-19. Vaccination is currently a mandatory employment criteria. However, this is subject to change, depending on Canadian and local government guidelines.

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