SSIF Applications

• Provide insight into the various macroeconomic factors and secular trends impacting your assigned sector
• Prepare an equity report and valuation to determine whether the assigned company provides an attractive investment opportunity
• Maintain and update research on Legacy Holdings to continually assess our current thesis and growth outlook

• Primarily directed toward first year students, with a keen interest in finance and fundamental understanding of macroeconomics and valuation
• Support analysts and Sector Managers through the research process
• Help maintain and update research on Legacy Holdings to continually assess our current thesis and growth outlook
• Opportunity to conduct a research report and valuation upon approval from their assigned Sector Manager and the Portfolio Manager

• Primarily directed towards students with an interest in Marketing and an interest in financial markets. Non-Finance concentration students with a keen interest in marketing and finance are encouraged to apply*
• Actively manage the social media accounts and social media presence of SSIF.
• Report directly to the Portfolio Manager, providing communication of new creative processes and ideas.
• Assist in the planning and preparation of the annual SSIF Alumni event as well as SPROSH and SSIF promotional events
• Attend weekly SSIF meetings to discuss progress of social media presence, remain updated with current equity research projects and SSIF performance, guest speakers, special projects, etc.

• Optimize portfolio weights while incorporating current beliefs of relative sector performance
• Create and implement quantitative based investment strategies based on the latest in academic literature and industry practice
• Have a working knowledge of Python, R or another statistical language, in addition to fundamental understanding of financial markets

Yes, you can. Co-op does not disqualify you from being able to join. However, it is still a requirement that members attend the weekly meetings and that must be worked out between you and your employer. Similarly, BIB students who are going abroad in the Winter semester are also eligible.

To be considered for a position at SSIF, applicants must be enrolled as a student at Carleton University, in the Sprott School of Business, and be able to commit to SSIF for a minimum of two semesters. Most applicants are typically in the Finance concentration of the Bachelor of Commerce or Bachelor of International Business, but the Finance concentration is not a requirement.

It is important to stay on top of current financial events and to spend time learning aspects of the industry that you are currently not familiar with. There are many different media available to accomplish this and some of the resources we recommend are: Bloomberg.com, The Economist, The Wall Street Journal, The Globe and Mail, Financial Times, CNBC, and BNN, amongst others.

Round 1: Basic Interview

Upon receipt of your application, if qualified, you will be invited for a short interview with some members of the present team. You will be asked macro-focused questions, in an attempt to determine your ability to synthesize relevant information, and to demonstrate an understanding of the forces that move markets.

Round 2: Research Report

If you are successful through the interview process, you will then be invited to join the team for a probationary semester. During this semester, you are required to complete your first written report and presentation.

Upon completion of the report and presentation, a final recruitment decision will be made.

Analysts are required to contribute at least one research report per semester, and stay current on financial events. Some members in the past have had difficulty juggling this extra commitment with a full course load, so you must be able to manage your time efficiently and effectively.

There are three key elements we look for when recruiting:

• Knowledge: While we do have a training program to bring new recruits up to speed, we expect new members to have an exceptional interest in, and a solid fundamental understanding of financial markets and the forces that move them. This must be demonstrated in both the  interview and follow-up report.
• Commitment: SSIF meets once per week from September through April and it is expected that members attend all meetings. We traditionally meet once a week for about two hours, and members must be able to make a full time commitment to SSIF for at least two semesters, but the longer you can contribute the better.
• Interpersonal Skills: SSIF is a team environment and it is imperative that members can work efficiently and effectively in this type of setting; the panel will strive to put together a cohesive team. It is also expected that members act as ambassadors of SSIF while on campus as well as at competitions and at industry social events.