Lead analyst for portfolio management of global insurance and pension funds, conduct financial analysis, research, and interact with C-level executives.
The Role:
Morningstar DBRS is seeking an experienced Vice President to join the Insurance & Pensions Team in Toronto. The individual will have lead and backup analyst responsibilities on a portfolio of global life and P&C (re)insurance companies and Canadian public pension funds and assets managers. We are looking for highly motivated candidates who are self-starters, keen to learn and have a strong work ethic.
Job responsibilities:
Qualifications:
About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity
Morningstar DBRS is seeking an experienced Vice President to join the Insurance & Pensions Team in Toronto. The individual will have lead and backup analyst responsibilities on a portfolio of global life and P&C (re)insurance companies and Canadian public pension funds and assets managers. We are looking for highly motivated candidates who are self-starters, keen to learn and have a strong work ethic.
Job responsibilities:
- The successful candidate will be part of an experienced and growing team of professionals responsible for analyzing global (re)insurance companies and Canadian public pension funds and asset managers
- The analyst's primary responsibilities will be to act as a lead analyst in managing a portfolio of new and existing issuers, including ongoing analysis and surveillance, participate in rating committees and attend issuer meetings with C-level executives.
- The analyst will also engage in producing high-quality and timely topical research while keeping abreast of industry trends.
Qualifications:
- Undergraduate degree in business, finance or a closely related field
- Master's degree, actuarial, accounting and/or CFA designations are a plus
- Minimum of seven years of experience in financial institutions' credit analysis or directly related field
- Excellent business writing and communication skills
- Strong financial statement analytical abilities and spreadsheet skills
- Good understanding of regulatory and accounting issues
- Solid research and insightful analytical abilities, with great attention to detail and accuracy
- Self-starter and strong team player with a sense of urgency and a demonstrated ability to work in a fast-paced environment.
- Willingness to travel domestically and internationally as required
- Ability to develop strong relationships with clients and investors
About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity
Top Skills
Credit Rating Systems
Excel
Finance Software
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