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My Internship Experience with Genus – Richard Rocha

Genus Capital Management is committed to initiatives aimed at developing the workforce of tomorrow. We believe the experience young professionals can get early on in their career is paramount to their future success.

Central to these initiatives is our internship program, allowing students to gain real-world experience working in our fast-paced environment, with guidance and insights given to the interns from many facets of our business.

One of our past interns, Richard Rocha, shared his experiences working with Genus through the Fall of 2020.

In Richard Rocha’s Words

I had the pleasure of working with Vancouver-based investment manager Genus Capital Management for the Fall semester thanks to the Haskayne School of Businesses partnership with MITACS. This internship was an unexpected opportunity, but one I am extremely grateful for due to the variety of experience it brought to my Finance degree.

Responsibilities & Experiences

Throughout my time as a Fintech Analyst, I was involved with a variety of tasks related to bringing an innovative digital client process online. I repeatedly tested the client-facing software to enhance user-experience (UX) design, identifying and documenting improvement areas.

Memorably, I worked with our Fintech outsourcing partner Responsive AI, specifying a digital transformation of the legacy Investment Policy Statement so that it is now drafted instantaneously based on registration information that the client submits themself. I consolidated a feedback report from in-house testers and created a digital workflow presentation, capturing current and future implementations to be used for internal training.

My internship also allowed me to explore the marketing side of a successful wealth management firm. I was able to take the lead on a variety of tasks to display the Genus brand identity. These included drafting a detailed response for the CFA Consultation Paper on ESG Disclosure Standards for Investment Products, drafting a research report detailing the Impact investing landscape in Canada (where I learned Genus was and continues to be a leader in the space), and creating a diversity report to highlight the commitment the firm has made to a diverse executive and firm ownership.

Learning through Collaboration

Finally, I was given the opportunity sit in asset mix meetings alongside portfolio managers to learn about the adjustments being made to client portfolios to continuously respond to risk and opportunity in markets. It was an amazing opportunity to see different quantitative and judgement-based investment strategies being deployed.

Learning about the rationale to support changes provided a unique insight to the process which inspired me to continue learning about the market and how even the slightest piece of new information can have an impact on portfolio optimization. This year was an amazing time to see firsthand how innovative active strategies can help investment managers like Genus to find value and manage risk in even the most challenging of market and economic environments.

In unprecedented times, I was given an unparalleled opportunity to work for an incredible firm at Genus Capital Management. I am grateful to my supervisor Thomas Holloway as this would not be possible without him. Holloway supported me from the interview up until my final day of the internship. His guidance helped me find success during my term and I look forward to using his teachings throughout the rest of my career.

Genus strives to educate the public on the impact in their investment portfolio.