Investment Analyst, Fund Manager Research & Analysis

The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed love to hear from you. Our culture is built on care passion and curiosity. We put people above all else strive to be our best and welcome new ideas to deliver positive a collaborative investment team where youll support fund manager research and due diligence across a diverse range of products helping ensure strong governance and client outcomes. Youll contribute to fund reviews analyze performance and risk metrics and monitor market trends to provide actionable insights. This role offers exposure to internal and external stakeholders while building expertise in investment tools like Bloomberg and Morningstar. Youll also have the opportunity to enhance processes through data automation and emerging technologies such as AI and one of the regions top employers and be part of something that truly makes a 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 youll do:Conduct ongoing investment monitoring and due diligence on external fund managers and their funds to gain a complete understanding of the key drivers of performance and riskAnalyze fund manager questionnaires performance data and portfolio characteristics to assess alignment with investment strategy and risk expectationsSupport fund reviews and product initiatives by providing industry insights and researchBuild and maintain tools databases and processes to enhance fund research tracking and reporting capabilitiesMonitor capital markets industry trends and regulatory developments to provide context on fund performance and emerging risksCollaborate with internal teams and external partners (fund managers administrators and vendors) to support investment due diligence and operationsContribute to research initiatives including competitive analysis contract reviews and market intelligence gatheringUtilize platforms such as Bloomberg and Morningstar to support analysis and decision-makingIdentify and implement process improvements including leveraging Excel AI and programming (e.g. Python)What youll bring:Undergraduate or Masters degree in Business Economics Commerce Finance Accounting Math or a related field2-3 years experience working in an asset management environment with a sound knowledge of the buy-side industryWorking knowledge of portfolio management techniques including portfolio construction attribution analysis security analysis and risk toward a professional designation such as CFA CIM or analytical skills with the ability to assess investment performance and manager strategiesExcellent interpersonal skills and the ability to collaborate effectively with internal and external stakeholdersStrong written and verbal communication skills with the ability to clearly and concisely present insightsSelf-motivated and able to work both independently and within a team environmentStrong organizational and time management skills with the ability to manage multiple prioritiesAdvanced proficiency in Python SQL and API developmentExperienced using Bloomberg and Morningstar Direct Curiosity and a proactive approach to learning and improving processesWhats in it for you:Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Incentive pay annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachAt Equitable were committed to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us at Were happy to base pay will be based on your skills qualifications experience and addition to your salary this role is eligible for a discretionary annual incentive award tied to business performance plus a wide range of competitive benefits. If youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats includedReports To: AVP Fund Manager Research & AnalysisDepartment: Asset Strategy Term: Permanent Full-Time