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.
