{"id":7781,"date":"2021-07-29T13:07:16","date_gmt":"2021-07-29T13:07:16","guid":{"rendered":"https:\/\/inside.rotman.utoronto.ca\/career-services\/?page_id=7781"},"modified":"2023-07-18T15:08:18","modified_gmt":"2023-07-18T15:08:18","slug":"investment-asset-management","status":"publish","type":"page","link":"https:\/\/inside.rotman.utoronto.ca\/career-services\/investment-asset-management\/","title":{"rendered":"Investment\/Asset Management"},"content":{"rendered":"

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\n\tGeneral Requirements<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=”30px”][vc_column_text]<\/p>\n
    \n
  • Enjoy being a \u201cstudent\u201d of the Markets, the Industry, Firms and Career Paths?<\/li>\n
  • Have a passion for being on the \u201cforefront of the next generation\u201d of investment themes and products?<\/li>\n
  • Understand the relationship of global investment markets, investment products & advice, distribution channels & the end-investor client?<\/li>\n
  • Do you have a strong technical background, communication skills and relationship management ability?<\/li>\n
  • Stay \u201ccurrent\u201d with new trends in investment products or investor issues ex: Alternative Investments, On-Line Advice, Changing Rate of Return Needs?<\/li>\n
  • Deep interest and passion for the \u201cfinancial markets\u201d, economics and global investing<\/li>\n
  • Strong communication skills for different audiences, with the ability to \u201cdistill\u201d complex topics into user friendly materials<\/li>\n
  • Understanding and up to the minute knowledge of global markets<\/li>\n
  • Ability to objectively analyse external opportunities and build relationships inside, outside and within the financial industry<\/li>\n
  • Strong Excel modelling skills and specialized software ex: Bloomberg, Factset, Python or Barra or equivalent is an asset<\/li>\n
  • CFA Designation is a must to complete as soon as possible<\/li>\n
  • GPA is typically an important initial selection criteria for roles in this industry. Your Rotman Career Coach can provide you with more information<\/li>\n<\/ul>\n

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    \n\t

    \n\tSkills required<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=”30px”][vc_column_text]<\/p>\n
      \n
    • Strong market knowledge and quantitative & qualitative skills<\/li>\n
    • Objectivity, policy interpretation and implementation<\/li>\n
    • Strong communication skills, additional language skills an asset<\/li>\n
    • Investment industry accreditation ex: CFA Completed or well in progress an asset , CFP, Alternative Investment Designations<\/li>\n
    • Excellent financial modelling skills, business case analysis and presentation skills<\/li>\n
    • Strong skill-set in financial modeling, valuation and analytics<\/li>\n
    • Excellent communication, interpersonal and relationship building skills<\/li>\n
    • Energy, enthusiasm, and intellectual curiosity, with demonstrated interest in investing<\/li>\n
    • GPA is important<\/li>\n<\/ul>\n

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      \n\t

      \n\tType of Jobs<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=”30px”][vc_column_text]<\/p>\n
        \n
      • Asset Mix or Portfolio Management, Investment Product Design<\/li>\n
      • Public, Private or Alternative investing or Alternative investments<\/li>\n
      • Risk<\/li>\n
      • Business planning<\/li>\n
      • Risk Compliance, Operations, Regulatory Affairs<\/li>\n
      • Relationship Management, Marketing\/Communications<\/li>\n
      • Portfolio Management<\/li>\n
      • Pension Consulting or \u201cDue Diligence\u201d Analysis<\/li>\n<\/ul>\n

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        \n\t

        \n\tTechnical Preparation\/Knowledge Building<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=”30px”][vc_column_text]<\/p>\n
          \n
        • Rotman Curriculum (see Rotman MBA Electives Guide)-take a wide range of Finance elective courses<\/li>\n
        • Have a clear and personalized investing philosophy and methodology<\/li>\n
        • Follow the markets daily\/weekly by reading newspapers (Globe & Mail, Barron\u2019s, Wall Street Journal, Financial Times)<\/li>\n
        • Prepare research reports or summaries of companies and have it reviewed by industry professionals to \u201chone your craft\u201d<\/li>\n
        • Excel Skills \u2013 Financial Modeling – Marquee Group (RO)<\/li>\n
        • Technical Interview Preparation \u2013 Marquee Group (Career Services)<\/li>\n
        • Rotman Events With Industry Senior Executives<\/li>\n
        • Bloomberg & Capital IQ<\/li>\n
        • RFA Stock Pitch, RAMA Equity Research, RAMA Portfolio Management, RAMA Private Equity; Concordia Investment Management Competition<\/li>\n
        • Toronto CFA Society Monthly Events, PMAC & AIMA All are downtown Toronto<\/li>\n
        • Rotman ICPM Events<\/li>\n
        • Please be a part of the Rotman Student Investment Fund (RSIF) led by the RAMA Club<\/li>\n<\/ul>\n

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          \n\t

          \n\tInternal Resources<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=”30px”][vc_column_text]<\/p>\n
            \n
          • RAMA, RFA, Rotman Risk Club, Rotman Real Estate Club<\/li>\n
          • Numerous Rotman MBA and UofT Alumni based in Toronto<\/li>\n<\/ul>\n

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            \n\t

            \n\tExternal Resources<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=”30px”][vc_column_text]<\/p>\n
              \n
            • \u201cWhite Papers\u201d produced by global consulting firms who have a strong financial services practice ex: Accenture, Capco, IBM or SAP<\/li>\n
            • Toronto CFA Society Monthly Events, PMAC, AIMA and CVCA All are downtown Toronto<\/li>\n
            • Marquee Group<\/li>\n
            • Rotman International Centre for Pension Management (Rotman ICPM)-Management<\/li>\n<\/ul>\n

              [\/vc_column_text][vc_empty_space height=”30px”][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

              [vc_row content_width=”grid” css=”.vc_custom_1446025817562{padding-top: 71px !important;padding-bottom: 80px !important;}”][vc_column][vc_empty_space height=”30px”][vc_column_text] Enjoy being a \u201cstudent\u201d of the Markets, the Industry, Firms and Career Paths?…<\/p>\n","protected":false},"author":746,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full-width.php","meta":{"footnotes":""},"class_list":["post-7781","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7781","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/users\/746"}],"replies":[{"embeddable":true,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/comments?post=7781"}],"version-history":[{"count":12,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7781\/revisions"}],"predecessor-version":[{"id":9438,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7781\/revisions\/9438"}],"wp:attachment":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/media?parent=7781"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}