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Investment/Asset Management

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General Requirements

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  • Enjoy being a “student” of the Markets, the Industry, Firms and Career Paths?
  • Have a passion for being on the “forefront of the next generation” of investment themes and products?
  • Understand the relationship of global investment markets, investment products & advice, distribution channels & the end-investor client?
  • Do you have a strong technical background, communication skills and relationship management ability?
  • Stay “current” with new trends in investment products or investor issues ex: Alternative Investments, On-Line Advice, Changing Rate of Return Needs?
  • Deep interest and passion for the “financial markets”, economics and global investing
  • Strong communication skills for different audiences, with the ability to “distill” complex topics into user friendly materials
  • Understanding and up to the minute knowledge of global markets
  • Ability to objectively analyse external opportunities and build relationships inside, outside and within the financial industry
  • Strong Excel modelling skills and specialized software ex: Bloomberg, Factset, Python or Barra or equivalent is an asset
  • CFA Designation is a must to complete as soon as possible
  • GPA is typically an important initial selection criteria for roles in this industry. Your Rotman Career Coach can provide you with more information

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Skills required

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  • Strong market knowledge and quantitative & qualitative skills
  • Objectivity, policy interpretation and implementation
  • Strong communication skills, additional language skills an asset
  • Investment industry accreditation ex: CFA Completed or well in progress an asset , CFP, Alternative Investment Designations
  • Excellent financial modelling skills, business case analysis and presentation skills
  • Strong skill-set in financial modeling, valuation and analytics
  • Excellent communication, interpersonal and relationship building skills
  • Energy, enthusiasm, and intellectual curiosity, with demonstrated interest in investing
  • GPA is important

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Type of Jobs

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  • Asset Mix or Portfolio Management, Investment Product Design
  • Public, Private or Alternative investing or Alternative investments
  • Risk
  • Business planning
  • Risk Compliance, Operations, Regulatory Affairs
  • Relationship Management, Marketing/Communications
  • Portfolio Management
  • Pension Consulting or “Due Diligence” Analysis

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Technical Preparation/Knowledge Building

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  • Rotman Curriculum (see Rotman MBA Electives Guide)-take a wide range of Finance elective courses
  • Have a clear and personalized investing philosophy and methodology
  • Follow the markets daily/weekly by reading newspapers (Globe & Mail, Barron’s, Wall Street Journal, Financial Times)
  • Prepare research reports or summaries of companies and have it reviewed by industry professionals to “hone your craft”
  • Excel Skills – Financial Modeling – Marquee Group (RO)
  • Technical Interview Preparation – Marquee Group (Career Services)
  • Rotman Events With Industry Senior Executives
  • Bloomberg & Capital IQ
  • RFA Stock Pitch, RAMA Equity Research, RAMA Portfolio Management, RAMA Private Equity; Concordia Investment Management Competition
  • Toronto CFA Society Monthly Events, PMAC & AIMA All are downtown Toronto
  • Rotman ICPM Events
  • Please be a part of the Rotman Student Investment Fund (RSIF) led by the RAMA Club

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Internal Resources

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  • RAMA, RFA, Rotman Risk Club, Rotman Real Estate Club
  • Numerous Rotman MBA and UofT Alumni based in Toronto

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External Resources

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  • “White Papers” produced by global consulting firms who have a strong financial services practice ex: Accenture, Capco, IBM or SAP
  • Toronto CFA Society Monthly Events, PMAC, AIMA and CVCA All are downtown Toronto
  • Marquee Group
  • Rotman International Centre for Pension Management (Rotman ICPM)-Management

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