Equity Analyst

PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 70 people by seeking out and hiring the most qualified, talented and experienced people.

We are seeking an Equity Analyst in Vancouver to support coverage of small cap North American public companies (majorly Canadian companies). This is an excellent opportunity for someone who is interested in identifying and evaluating investment opportunities in the small cap universe, philosophically aligned with Pender’s fundamental approach and have a passion for business analysis.

Your responsibilities will include:

• Perform all aspects of the fundamental research process of businesses we own or are evaluating for potential investment. Prepare and maintain fundamental company research reports and investment models. Identify and maintain a shortlist of compelling, high conviction investment ideas. Participate in team meetings where investment ideas, insights and topics are discussed. Participate in research meetings involving interviews with company management teams. Preparation of marketing materials for salesforce and client update.

Qualifications and experience:

• A passion and preoccupation with business analysis and fundamental investing. Strong analytical background as demonstrated through academics and work experience Undergraduate degree or higher. Minimum of two years working experience. Strong attention to detail, ability to prioritize and work within time constraints. Excellent written and verbal communication skills. Ability to work independently while also being a team player. Expert level familiarity with Microsoft Excel. Completion of the CFA program is an asset.

What’s in it for you?

Opportunity to work with and learn from an award-winning small cap portfolio manager. Great compensation (competitive base and bonus with the opportunity for employee share ownership plus a benefits package). Opportunities for ongoing professional development and career advancement.

We are sharing that the estimated salary range for this position is $85,000 - $105,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.

Our commitment to equity, diversity and inclusion: Pender is committed to creating and maintaining a workplace that recognizes and values differences.  It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.