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Senior Analyst/Associate, Fundamental Research Platform - Technology

PSP Investments | Investissements PSP
Montreal, CAN
Full Time
Senior
Hybrid
1 weeks ago
Fundamental ResearchFinancial ModelingValuationEquity ResearchInvestment Thesis DevelopmentExcel
Free

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About The Team

  • The Fundamental Research Platform is a team of sector specialists providing deep, bottom up research across global markets.
  • Primary role is to support PSP’s internally managed active equities strategies.
  • You will sit within the Technology sector team, report to the sector lead, and partner directly with portfolio managers.

What You Will Do

  • Own coverage. Take responsibility for a defined slice of the technology universe — building and maintaining models, tracking the operating metrics that matter, and knowing the companies well enough to anticipate the key debates before results are released
  • Build the case, then test it. Develop investment theses and bring both the bull and the bear case to the team.
  • Translate research into portfolio relevant conclusions. Be clear about what your work implies: what we should own, avoid, add to, trim, or continue monitoring — and why now
  • Conduct primary research. Build and use a network of sell side analysts, industry consultants, experts, and company contacts. Run channel checks. Attend management meetings and conferences and come back with something the transcript did not already say
  • Make recommendations. Bring stock actions to portfolio managers as the risk/reward shifts and monitor names you have underwritten against their thesis — flagging when the story starts to break before the price does
  • Understand risk. Assess valuation, expectations, positioning, factor exposure, disruption, cyclicality, capital allocation, and downside scenarios — and be clear about what would change your mind
  • Support the wider platform. Lend your sector perspective to alternative and private market teams when they are evaluating technology businesses
  • Improve how the team works. Help automate repetitive parts of the research process and act as a bridge to our data, analytics, and portfolio operations colleagues

What You’ll Need

  • Typically five (5) to ten (10) years in a role involving rigorous fundamental work — buy side research, sell side equity research, investment banking, or fund management. A track record covering technology is a clear advantage
  • Strong fundamental and financial analysis skills, with advanced financial modeling and valuation. You should be able to build a defensible model from a blank sheet, not only maintain an existing one
  • Proficiency with the standard tools — Excel, Bloomberg, and a financial data platform (Capital IQ, FactSet, or similar)
  • Comfort building lightweight automations or workflows to make research faster; familiarity with Python or a similar language is an asset, not a requirement
  • The ability to synthesize a large volume of information into a clear, honest, and persuasive view — in writing and in person — for an audience that will challenge it
  • Sound judgment, and the self awareness to separate conviction from overconfidence
  • The independence to form your own view and the discipline to follow a shared process
  • Initiative and genuine curiosity — the instinct to look past the surface fact and understand what really is driving value
  • A collaborative disposition. This is a high performance team that would rather coach than compete internally
  • The composure to work under pressure and meet tight deadlines without a drop in quality
  • An undergraduate degree in a relevant field from an accredited institution. A graduate degree is welcome but not required
  • Progress toward the CFA designation is an asset

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