Investment Analyst, Equity

Equitable is seeking an Investment Analyst, Equity for their Public Investments Team in Waterloo, ON. This permanent, full-time role involves supporting equity strategy implementation, conducting investment research, and executing trades. The position requires a degree in a relevant field and 2-3 years of investment experience. It offers a hybrid work arrangement, requiring office presence for a minimum of two days every other week and additional days as needed.
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Position Title: Investment Analyst, Equity

Reports To: Director, Equity Investments

Department : Public Investments

Term: Permanent Full-Time

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

The Opportunity: Equitable is growing! We are looking for a Investment Analyst, Equity to join our Public Investments Team ! The Investment Analyst will work with the Director, Equity Investments to support oversight and implementation of firm-wide equity strategy. They will be responsible for understanding investment trends and competitive developments in the investment industry and assist with implementation of the investment strategy for the general account and internally managed segregated funds, with specific focus on the equity component. Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024!

What you will be doing:
• Responsible for investment research to:
• Perform historical investigation, regression analysis and other statistical analysis of markets to determine potential trends and/or scenarios that will help risk evaluation as well as shape the overall investment strategy.
• Assist in maintaining and developing the equity frameworks to ensure relevant market factors are being considered by sector, style of country.
• Contribute to the development of macro-economic research and investment strategies.
• Stay current on strategist sell-side view of Canadian and US economy and stock markets.
• Perform analysis on ETF securities to ensure suitable/optimal securities for our portfolio including an annual review of the ETF marketplace and the offerings in our portfolios
• Trade Execution:
• Responsible for trade entry and execution of equity trades
• Has trading authorities as established in the Investment Guidelines
• Operational & administrative support duties:
• Assist in the management of data vendor and ETF manufacturer relationships
• Track equity exposures across funds to ensure compliance of positioning as per internal policies.
• Perform administrative duties including resolving specific share management issues with broker etc.

What you will bring:
• Degree in business, economics, math, statistics or computer science.
• Good understanding of financial statement analysis, valuation techniques and equity securities.
• Strong technological skills: Bloomberg proficiency, high level of comfort with excel macros and advanced excel functions
• 2 to 3 years of investment experience with a focus on equity analysis.

What’s in it for you:
• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:
• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [email protected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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