Equity Research Analyst

TL;DR

Equity Research Analyst (Finance): Performing fundamental equity research and generating investment ideas for mutual funds and institutional strategies with an accent on financial projections and valuation analysis. Focus on covering a specific investment sector, meeting with company management, and developing actionable investment recommendations.

Location: Must be based in Toronto, Ontario, Canada. Role follows a flexible hybrid schedule.

Company

A leading global investment management firm providing comprehensive financial services and research-driven investment strategies.

What you will do

• Perform fundamental equity research on a coverage universe of 20-25 stocks.
• Create detailed financial projections and develop valuation models for assigned companies.
• Meet with company management, industry experts, and sell-side analysts to gather insights.
• Generate proprietary fundamental analysis to contribute to firm investment performance.
• Collaborate closely with portfolio managers to provide unique investment recommendations.
• Manage sole coverage of a specific investment sector.

Requirements

• Must be eligible to work in Canada.
• Bachelor’s degree or equivalent experience with a strong academic record.
• 1 to 10 years of relevant work experience.
• Strong analytical, communication, and interpersonal skills.
• Motivation and initiative for discovering new investment opportunities.
• Application must include a cover letter, 1-page resume with GPA, and unofficial transcript.

Culture & Benefits

• Competitive compensation package including base salary and discretionary performance bonus.
• RRSP contribution program after 6 months of employment.
• Flexible hybrid working arrangement.
• Opportunity for career advancement from analyst to portfolio manager.
• Recognized as one of Canada’s Top 100 Employers with a focus on diversity, inclusion, and mental wellness.