Associate, US REITs Equity Research

Purpose:
Contributes to the overall success of the Scotiabank US Research Department in New York ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Key Accountabilities:
• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Assist Senior REITs Analyst with day-to-day responsibilities including developing and updating forecasting models, maintaining current up-to-date information for identified companies and monitoring domestic and global economic developments.
• Review daily news services for relevant information that impacts the macro, industry specific and company drivers.
• Communicate with company management to stay informed regarding events that may/will impact company performance.
• Draft research reports which communicate views regarding company specific recommendations and provide commentary on a variety of economic developments.
• Work closely with Senior Analyst in the launch of new company coverage as well as the development of new industry and thematic research reports.
• Partner with other REITs sector colleagues and analysts in the United States, Canada and Latin America on industry and company reports as well as client and corporate events
• Assist sales and trading personnel with communications to investors.
• Facilitate company marketing efforts by coordinating meetings with industry and corporate contacts.
• Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Education & Experience:
• A university degree is required
• FINRA Series 7, 63, 86 and 87 designations will be required
• Strong accounting, financial modeling, and analytical skills are required
• Excellent command of Microsoft Suite, with a particular emphasis on Excel is required
• Work experience in a financial analysis, real estate underwriting, or accounting role is preferred
• Strong written and verbal communication skills
• Capital Markets knowledge/experience would be an asset
• Experience using Bloomberg and FactSet would be an asset
• MBA, CPA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset
• Good business judgment and decision-making skills
• Ability to perform under pressure and meet tight deadlines, sometimes for extended periods of time
• Ability to multi-task and manage several on-going projects at the same time
• Energetic, self-motivated, hardworking one firm minded and detail-oriented