Co-op â Investment Finance & Ops
Co-op â Investment Finance & Ops
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Job Description
Position Title: Co-op Investment Finance & Ops
Reports To: Investment Data Analyst Investment Finance Data Analytics and Operations
Department: Asset Management
Term: Temporary Full-Time Four (4) Month Contract
Work Term: September 2 2025 December 19 2025
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: Were looking for a Junior Data Analyst to join our Investment Finance Data Analytics and Operations team at Equitable! If youve got an interest in investments and an aptitude for investment metrics and data analysis then this is the perfect opportunity for you!
Come join our award-winning organization and take advantage of this great learning opportunity! In this role youll work alongside experienced professionals who will help mentor you as an upcoming professional. This is a great opportunity for you to make your mark with one of Waterloo Areas Top Employers for 2024!
What you will be doing:
- Support the Asset Management line of business with reporting and data analytics
- Use analytical skills to identify and investigate data quality issues
- Maintain various investment reports and identify areas for improvements
- Document the process to enable ongoing operational reliability of data quality
- Other duties as requiredfrom line of business
What you will bring:
- Strong analytical abilities and an aptitude to solve problems creatively
- Knowledge and/or interest in public and private asset markets
- Solid written and verbal communication skills
- Strong organizational skills with an ability to manage multiple priorities
- Strong knowledge and experience working with MS Access Excel (e.g. pivot tables) or other data management tools
- Experience with data visualization software such as Power BI is considered an asset
- Nice to have: Ability to read/write VBA SQL or Python
Whats in it for you:
- A healthy work-life balance with employee wellness top of mind
- We value open honest communication between team members challenging each other to continually improve
- Employee resource groups that support an inclusive work environment
- An onsite full-service cafeteria with a variety of daily options
- Regular EQ Together events focused on company togetherness and collaboration
- Compensation package includes:
- In Lieu of Benefits 4% added to each bi-weekly pay
- In Lieu of Vacation 4% added to each bi-weekly pay
- Employer provided equipment
- Opportunity to participate in our buddy program dedicated to Co-op students
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 emailprotected if you would like to receive our job postings in an alternative format or require an accommodation with the application process.
#LI-Hybrid
Other details
- Job FamilyCo-op
- Pay TypeSalary
Employment Type
Full-Time
