Senior Analyst, Investor Relations

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Join a Challenger

Being a traditional bank just isnt our thing so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there With a talented team of inquisitive and agile challengers that break through the status quo. So if youre passionate about redefining the future of bankingwhile having funthis could be your next big opportunity.

Our company continues to grow and today we serve more than 800000 customers acrossCanadathrough Equitable BankCanadasChallenger Bank and have been around for more than 50 years. Equitable Banks wholly-owned subsidiary Concentra Bank supports credit unions acrossCanadathat serve more than six million members. Together we have over$142 billionin combined assets under management and administration with a clear mandate to drive change in Canadian banking to enrich peoples customers have named our EQ Bank digital platform () one of the top banks in Canada on the Forbes Worlds Best Banks list since 2021.

The Work

The Senior Analyst Investor Relations will be primarily responsible for supporting the Associate Director Investor Relations and the VP & Head Investor Relations on a variety of Investor Relations related efforts. The incumbent will be required to use his or her strategic thinking and analytical abilities to provide qualitative and quantitative input on IR focused initiatives.

The Core Responsibilities!

Contribute to the quarter-end cycle by ensuring accuracy and timeliness across key deliverables including (but not limited to) internal Board updates earnings presentations and press releases investor factsheets and marketing presentations
Support in managing relationships with research analysts & associates by responding to inquiries monitoring published reports and financial models (for tracking consensus); participate in analyst meetings to gather insights that could enhance investor disclosure
Assist in preparing for investor meetings and industry conferences by coordinating logistics and schedules developing investor profiles summaries and supporting Q&A preparation
Monitor developments across the Canadian banking sector by reviewing peer earnings calls industry publications macroeconomic updates and thought pieces from research analysts to inform internal perspectives and external messaging
Oversee the maintenance and timely updating of EQBs Investor Relations website to ensure accurate and current disclosure of corporate materials
Contribute to the planning and execution of recurring events including Investor Day Annual General Meeting (AGM) and annual reviews with the credit rating agencies
Maintain and update the client relation management (CRM) database to accurately track investor interactions meeting notes and engagement history
Attend industry conferences and leverage external resources to identify investor relations best practices and share relevant insights internally
Collaborate with the Public Relations (PR) & Communications team on the development of non-quarter-end press releases
Provide ad hoc support research and analysis where required

Lets Talk About You!

Undergraduate degree preferably in Business Finance or Accounting
3-5 years of relevant experience preferably in a financial services
Excellent analytical modeling and problem-solving skills
Excellent oral and written communication skills
Proficient in using MS Office (Excel Word and PowerPoint)
Experience with Bloomberg Terminal or Capital IQ
Meticulous attention to detail
Strong business acumen with proven ability to thrive in a high intensity environment
Strong organizational skills with demonstrated ability to work under pressure and adhere to tight deadlines
Excellent interpersonal skills with proven track record of developing relationships and maturity to interact with senior executives
Ability to prioritize assignments projects and multi-task within restricted time constraints
Problem solver with sound judgment who takes initiative accepts ownership and accountability
Ability to work in ambiguously defined situations with minimal supervision
Mature confident personable professional presence
Independent self-motivated and enthusiastic

What we offer For full-time permanent roles

Competitive discretionary bonus

Market leading RRSP match program

Medical dental vision life and disability benefits

Employee Share Purchase Plan

Maternity/Parental top-up while you care for your little one

Generous vacation policy and personal days

Virtual events to connect with your fellow colleagues

Professional development and comprehensive Career Development program

A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent working from Equitable Banks additional office space located at 2200-25 Ontario Street Toronto ON.

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyones diverse experiences and tandem with that commitment we support and encourage our staff to grow not just in their career path but personally as well.

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We cant wait to get to know you!

Required Experience:

Senior IC

Join a ChallengerBeing a traditional bank just isnt our thing so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. How do we get there With a talented team of inquisitive and agile challengers that break through the status quo. So if youre passionate abo...