Insights

My Internship Experience with Genus – Ryleigh Bakker

The Genus Internship Experience

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.

Another one of our past interns, Ryleigh Bakker, shared her experiences working with Genus.

In Ryleigh Bakker's Words

I have such gratitude for my summer term at Genus Capital Management. It’s the relationships with caring colleagues that I value the most.

I came to Genus through an opportunity with Thomas Holloway, portfolio manager at Genus and finance professor at the University of Calgary. Having remembered my interest in graduate research, Tom proposed we work on a project this summer related to quantitative finance and the yield curve environment. We decided together that, with its 32 years of quantitative innovation,  Genus would be the right fit for this kind of practitioner research. Alongside our research objectives, I also got to explore the investment management industry and engage with diverse teams and work functions.

Responsibilities and Experiences

One of my first and most interesting projects was publishing a comment letter for the Exposure Draft of the CFA Institute ESG Disclosure Standards for Investment Products. Through our time on this project, we researched the current state of the disclosure environment, closely reading the 58-page exposure draft and reviewing Genus’ previous comments on the original Consultation paper. I learned so much about the global ESG environment and the future of disclosures during the research and writing of our comment letter, especially in the space of sustainability and impact. This learning was invaluable and will continue to be highly relevant as the investment world prioritizes ESG responsibility and ethical capital allocation.

I had the opportunity to work across many teams at Genus, learning from my colleagues in marketing, research, digital wealth management, Impact/ESG, and risk analysis. The diversity of my tasks, from testing the digital wealth management portal, to analyzing and presenting key fund risk metrics, all contributed to my enriched understanding of the portfolio management industry.

Learning & Collaboration

Throughout the summer, our research remained a key focus. With Tom’s guidance, I read current literature on quantitative finance and explored the existing body of research in regards to yield in a quantitative context. I had the incredible opportunity to present our literature review and proposed research questions to our internal Genus research team. Our work on the topic led to the research, execution, and publication of a 12-page paper on the topic of employing a yield variable as a quantitative factor in mapping individual security returns. Our publication of this paper was a highlight of the summer and it was so exciting to see our summer’s work reflected in a published, shareable document.

Working at Genus Capital on challenging projects and learning across a wide variety of topics all contributed to my incredibly positive experience this summer. I am so grateful for the relationships I have developed through my time at Genus, and look forward to following Genus over this next year and to staying in touch with my wonderful colleagues. Thank you to Genus Capital, to the Mitacs Business Strategy Internship program, and to the University of Calgary for making this experience possible. A special thank you to Thomas Holloway, who supported me every step of the way this summer and who was instrumental in our final work project – specifically, creating a published quantitative finance article that we are both proud and excited to share.

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Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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