About Us:
DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management. Our fast-growing, employee-owned firm believes investors deserve a qualified, independent, unbiased partner to help them navigate their most important financial decisions. Clients are at the heart of everything we do and serving them in the best way possible drives all our decisions.
We serve high net worth investors through personalized investment strategies by providing objective and experienced portfolio management of publicly traded securities and private assets, personalized financial planning and holistic investment counsel.
About the opportunity:
This is an opportunity for an Junior Equity Analyst at an established and growing Portfolio Management firm, based in our Comox office on Vancouver Island.
The individual fulfilling this role will work closely with the Portfolio Management Team.
The primary responsibility is developing research reports describing Canadian- and US-listed public equities and make investment decision recommendations to the Investment Committee. This role is a professional opportunity that offers a path to earning an Associate Portfolio Manager career.
Responsibilities:
This position will require a very organized individual with strong critical thinking and communication skills. Fluency with MS Office is required, particularly Excel.
Key responsibilities:
- Maintain current research on securities in the portfolios to meet regulatory requirements
- Research events to evaluate trading opportunities
- Bring forward new investment ideas backed by thorough research, compliant with our investment criteria
- Develop and maintain equity screens to support idea generation
- Generate trade instructions using internally developed software
- Detailed review of quarterly client reports for accuracy and completeness
- Work alongside our Portfolio Managers to help respond to client queries and participate in new client onboarding
Requirements:
- Bachelor’s degree, ideally in a related field like Economics, Finance, or Business
- Willingness to enroll in the CFA program and/or CIM designation
- 1-3 years of experience in similar role
- BC Securities Commission registration desirable but not required
Our projected starting salary for this role is in the range of $70,000 – 80,000 per year plus bonuses depending on experience, knowledge, and capabilities.
Thank you for your interest in DeLuca Veale and please understand we will only be contacting those who will be considered for an interview.
Job Types: Full-time, Permanent
Pay: $70,000.00-$80,000.00 per year
Additional pay:
- Bonus pay
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Relocation assistance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Comox, BC: reliably commute or plan to relocate before starting work (required)
Education:
- Bachelor's Degree (required)
Work Location: In person