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Current RI Job Postings

Addenda Capital: Assistant Portfolio Manager, Impact Investing

Addenda Capital is an investment management firm providing investment solutions for institutional and high net worth clients.
We offer our clients tailor-made portfolios using a broad range of strategies. Our mission is to add value through independent
research, active management, innovation, discipline and integrity, and to nurture genuine partnerships with our clients.

Do you love a challenge? Would you like to join a dynamic company?

Addenda Capital is currently looking to hire an Assistant Portfolio Manager, Impact Investing* for a permanent position in our
Toronto office. Impact investing is an investment approach that seeks to create both competitive financial returns and positive
social and/or environmental impact.

Under the immediate supervision of the Manager, Sustainable Investing, the incumbent’s main responsibility will be to work
within a team environment to implement and enhance Addenda Capital’s impact investing strategy. As such, the incumbent
will be responsible for identifying, analysing, executing, monitoring and reporting on impact investments. Therefore, a
resourceful person and a positive leader with considerable knowledge of a broad array of investment practices would be a
major asset for our team.

Responsibilities

  • Identify impact investing transactions with a focus on those related to climate change, health & wellness, food,
    agriculture and natural resources;
  • Complete due diligence on impact investing opportunities (e.g. private equity funds or private debt), including analysis
    of operating and financial performance, management team quality and on-site interviews in collaboration with other
    investment staff;
  • Assist with the execution of impact investments, including partnering with internal and external counsel to review and
    negotiate legal documents;
  • Monitor impact investments including financial performance, social and/or environmental impact, diversification, risks
    and other factors influencing the portfolio investments and attend fund meetings as required;
  • Lead preparation of reporting to clients on impact investing activities including investment performance and social
    and/or environmental impact;
  • Develop tools, process and applications as required to further enhance the effectiveness of the groups’ investment
    capabilities regarding impact investing;
  • Support other alternative investments as required.

Requirements

  • University degree with a minimum of 7 years of relevant investment experience in private equity, credit underwriting,
    valuation work, financial modeling or other relevant combination of education and experience;
  • The CFA designation is essential for this role;
  • Familiarity with financing of renewable energy and energy efficiency is a significant asset;
  • Proficient computer skills including MS Excel;
  • Excellent analytical, problem solving and decision-making skills;
  • Excellent writing and communication skills;
  • Fluency in French is an asset.

How to apply?

Interested parties should submit their resumes by July 4, 2017, by email at [email protected] We thank you for
the interest that you have shown in our firm. Please note that only those applicants being considered for an interview will be
contacted.

Addenda Capital is committed to providing a work environment that is inclusive and free of employment barriers and discrimination. Accommodations will be made for qualified applicants with a disability throughout the recruitment process. If you receive a request for an interview which will require an accommodation to support your participation, please consult with the hiring manager as soon as practical so that suitable accommodations can be arranged.

* The term “Portfolio” will be used only if the selected candidate is properly registered with the Ontario Securities Commission (OSC).

Download job posting as PDF

Addenda Capital: Junior Analyst, Sustainable Investing

Addenda Capital is an investment management firm providing investment solutions for institutional and high net worth
clients. We offer our clients tailor-made portfolios using a broad range of strategies. Our mission is to add value through
independent research, active management, innovation, discipline and integrity, and to nurture genuine partnerships with our
clients.

Do you love a challenge? Would you like to join a dynamic company?

Addenda Capital is currently looking to hire a Junior Analyst, Sustainable Investing for a permanent position in our Toronto
office.

Reporting to the Manager, Sustainable Investing, the incumbent will act as a key collaborator by assisting investment teams in
integrating environmental, social and governance (ESG) factors into their investment analysis and by conducting active
stewardship through proxy voting and engagement. Therefore, a curious-minded person with knowledge and passion for
sustainability issues as well as investment processes across different asset classes would be a major asset for our team.

Responsibilities

  • Research, analyze and report on industry and company ESG risks and opportunities;
  • Participate in ESG portfolio analysis, including carbon foot-printing;
  • Coordinate and liaise with internal portfolio managers and investment teams to participate in the continuous
    improvement of ESG integration processes;
  • Assist with proxy voting for approximately 250 meetings annually by analyzing agendas, ballot items and related
    materials;
  • Prepare for, and participate in, meetings with the management of public corporations in order to encourage them to
    address sustainability concerns;
  • Collaborate with clients on issues related to sustainable investing, when required;
  • Support the implementation of marketing and communications programs and quarterly reports related to sustainable investing;
  • Participate to sustainable investing industry initiatives;
  • Perform any other related tasks to meet the needs of the Sustainable Investing team.

Requirements

  • Undergraduate university degree with 0-2 years related work experience in investment management, consulting,
    corporate sustainability or other relevant combination of education and experience;
  • Proficient computer skills including MS Excel;
  • Ability to deliver cutting edge research through excellent writing, analysis and communication skills;
  • Initiative and excellent problem-solving skills;
  • Interest in a culture that prizes teamwork, independent thinking and respect;
  • Willingness to pursue the CFA designation;
  • Fluency in French is an asset.

How to apply?

Interested parties should submit their resumes by July 4, 2017, by email at [email protected] We thank you for
the interest that you have shown in our firm. Please note that only those applicants being considered for an interview will be
contacted.

Addenda Capital is committed to providing a work environment that is inclusive and free of employment barriers and discrimination. Accommodations will be made for qualified applicants with a disability throughout the recruitment process. If you receive a request for an interview which will require an accommodation to support your participation, please consult with the hiring manager as soon as practical so that suitable accommodations can be arranged.

Download job posting as PDF

RIA: Manager OR Senior Associate, Communications and Digital Media

Title: Manager OR Senior Associate, Communications and Digital Media
Employer: Responsible Investment Association (RIA)

Location: Downtown Toronto
Hours: Option to work 30 hours or 37.5 hours per week
Application deadline: June 30th, 2017
Start date: July, 2017

We are seeking a Manager OR Senior Associate, Communications and Digital Media who understands how to engage an audience through traditional and digital communications channels. You are a tech-savvy communicator and storyteller who will leverage your communications expertise to manage our internal and external digital tools and platforms, maintain & strengthen the RIA’s brand, grow our reach, and promote education and awareness about responsible investing to the general public and investment industry participants.

Reporting to the COO and Head of Communications and Member Affairs, you will join a small team of professionals working in a startup-style environment in which everyone wears multiple hats to contribute to the success of the organization. In addition to your primary responsibilities related to communications and digital media, you will also perform some administrative duties and provide support with events and conferences.

Responsibilities

Primary responsibilities: communications & digital media

  • Develop and implement a communications strategy for the RIA to grow our reach, enhance our brand, and strengthen our digital and traditional media presence.
  • Manage the RIA’s digital communications tools and platforms including the website, social media, mobile app, online courses, e-newsletter, etc. This includes regularly updating the RIA website and other digital platforms.
  • Create visual content such as infographics, slide decks, charts, and other visual aides to promote education and awareness about responsible investing and various RIA initiatives.
  • Prepare and layout a wide range of documents including reports, fact sheets, slide decks, wall certificates, name badges and signage for events, etc.
  • Draft and edit copy for blogs, media releases, etc.
  • Manage internal communications tools such as the CRM, contact lists, webinar and conference call software, etc.

Additional responsibilities: administration & events

  • The RIA Conference is our organization’s flagship event. As such, you will join other team members in managing various aspects of the RIA Conference – both leading up to and during the conference.
  • Coordinating RIA events.
  • Note-taking at meetings and roundtables.
  • Other duties as assigned by senior management.

Qualifications

Required skills and experience:

  • Minimum 3 years of experience working in a digital communications role in the investment industry, corporate sustainability, or nonprofit/association sector.
  • Passion for storytelling and engaging an audience. You are creative, can write excellent copy and pay close attention to detail.
  • Ability to edit images, produce visual content, and layout documents using Adobe Photoshop and InDesign.
  • Proficient with Microsoft Word, PowerPoint, and Excel.
  • Experience running successful social media campaigns.
  • Post-secondary degree in a relevant field.

The ideal candidate would also possess the following skills and experience:

  • Skills related to UX, SEO, HTML and measurement tools such as Google Analytics.
  • Experience pitching content to media,
  • Experience with event planning/management.
  • Financial literacy and demonstrable knowledge of investment. Knowledge of responsible investing would be ideal.
  • Candidates who lack a basic understanding of investment must complete an online course within the first 60 days of employment on their own time. The candidate will receive full reimbursement of course fees upon successfully completing the course.
  • Bilingualism would be an asset (French and English)

Personal qualifications:

  • You are passionate about societal issues such as sustainable development, human rights, diversity, good corporate governance, etc.
  • You are an independent self-learner. If you don’t know how to do it, you figure it out and find a way to get it done.
  • You are a highly adaptable team player – always ready to take on responsibilities both within and beyond your job description to contribute to the success of the organization.
  • You maintain a standard of excellence in all of your work.

What’s in it for you

  • Competitive salary for nonprofit organization.
  • Health and dental benefits after completing three-month probationary period.
  • 6% RRSP contributions after one year of employment.
  • Two weeks of paid vacation, plus the RIA office is closed between December 24th and January 1st which amounts to a total of three weeks of vacation per year.
  • Work-life balance: Option to work 30 or 37.5 hours per week. You will work regular hours at the RIA office in downtown Toronto, but we do have a flexible work from home policy.
  • Be part of a small team of investment professionals who are helping to create positive societal change in the investment industry!

To apply

Please send your resume and cover letter as a single PDF to RIA COO Dustyn Lanz [email protected] with the subject line, “Communications and Digital Media Position.” Your cover letter should be no more than one page, and the filename of your PDF should follow the format, “FirstName_LastName_Application.”

About the Responsible Investment Association (RIA)

The Responsible Investment Association (RIA) is Canada’s membership association for Responsible Investment (RI). Members include mutual fund companies, financial institutions, asset management firms, advisors, consultants, investment research firms, asset owners, individual investors and others interested in RI. Our members believe that the integration of environmental, social and governance (ESG) factors into the selection and management of investments can provide superior risk-adjusted returns and positive societal impact.

The Responsible Investment Association’s purpose is to:

  • support the responsible investment activities of its members.
  • promote and support an integrated reporting framework in which there is standardized disclosure of material ESG information.
  • promote the integration of ESG factors into investment analysis and decision-making processes.
  • promote the practice of responsible investing in Canada.

Learn more at www.riacanada.ca

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The RIA job board is offered as a benefit for RIA Members to advertise RI-industry job postings. Attract the best talent to your organization by posting jobs here and via the RIA Network listserv. The jobs posted must be within RIA member organizations. This member benefit does not extend to members’ clients.

Please send RI-related job information to Dustyn Lanz, RIA Senior Director, Communications and Member Affairs: [email protected].

For international jobs in responsible investing, click here.



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Wealthsimple
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

SAGE Investment Advisors
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
Taylor Remy Brown Investment Group
The Wooding Group
Blue Heron Advisory Group
CoPower