Insights

My Internship Experience with Genus – Sebastian Bratu

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.

One of our past interns, Sebastian Bratu, shared his experiences working with Genus.

In Sebastian Bratu's Words

Thanks to the partnership between MITACS and the Haskayne School of Business, I had an excellent opportunity to work during the Winter semester at Genus Capital Management, a Vancouver-based investment manager. The richness in learning as well as the broad application of knowledge gained on the job made this opportunity a unique and valuable experience for an undergraduate student. It has meaningfully enhanced my degree in Finance and Economics.

Responsibilities and Experiences

As a Fintech and ESG Investment Analyst I took on a variety of tasks with both short-term and long-term goals. One of my first big projects was to help compile, organize, and submit key information for Genus’ B-Corp recertification process, a key certification for the company that expands its impact as a sustainable and socially oriented investment manager. We delivered the recertification process by the deadline and achieved a recertification score that far exceeded the previous one.

Another task was the research and analysis of the Fossil Free portfolio strategies. I explored relationships between the performance of key funds looking for statistically significant insights that could influence portfolio optimization. Going through this experience taught me some of the complications in creating a high-performance investment strategy that also meets sustainability-oriented objectives.

Another project that I completed at Genus was due diligence for private market fixed income impact investments. I helped put together summaries of investment notes for investors and portfolio managers to use in determining their participation in a new fund. This was the most involved project during my time at Genus, requiring information from multiple teams and understanding how to build a concise and useful investment report for the investing audience.

Learning & Collaboration

Part of the value at Genus was the ability to work on advanced portfolio management problems, researching, sharing ideas, and brainstorming with some of the curious and skilled portfolio managers and analysts in capital markets. This was especially true of my Fossil Free fund strategy research, where Thomas Holloway and I worked to understand key characteristics of the Fossil Free strategies, such as the performance of the value factor and dividend equities.

This experience provided me with unique insight into how portfolio managers construct sustainable and values-based portfolios while also focusing on return and risk objectives. The experience allowed me to apply statistical methods, some from my university courses and others which I hadn’t seen before, that were useful in a capital markets setting.

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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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