Our current job postings

Equity Research Associate, Diversified Industries

  • Employer: iA Private Wealth Inc.
  • Office: Suite 1500, 505 – 3rd Street SW
  • City: Calgary
  • Province: Alberta
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10011305
  • Job type: Permanent Job Full time
  • Apply before: 2021-12-10

Description

iA Capital Markets/ Location: Calgary, AB (primary) or Toronto, ON or Montreal, QC

The Equity Research Associate will work with the Equity Research Analyst to perform in-depth fundamental analysis of specific public and private companies, overall industries of interest, and the broader economy, in order to produce investment reports, recommendations and earnings forecasts. Sectors of interest include Industrials, Transportation, Energy Services, Pipelines, and Utilities.

The candidate will collect financial, economic and other statistical data from various sources including Bloomberg, Refinitiv, government agencies, issuer filings, trade journals, and industry databases. Data collected will be used to build financial models, charts, tables, and other outputs necessary for research reports. The Equity Research Associate is also expected to carry out qualitative research, including competitive forces analysis. The position requires an in-depth knowledge of financial and accounting concepts.

Summary of key responsibilities:

  • Work closely with an analyst on the production of research publications
  • Conduct primary research from industry and financial sources
  • Create and maintain financial models and industry databases
  • Write research reports
  • Generate tables and graphs
  • Compile and evaluate company and industry data
  • Meet with company management teams and interview company customers, and competitors

Qualifications (must have):

  • Completion of a Bachelor or Master’s degree in a financial/accounting/business discipline
  • Completion of Level I of the CFA Program
  • High attention to detail
  • In-depth understanding of accounting concepts, financial modeling, and financial statement analysis
  • Strong work ethic as the associate is entrusted to publish timely and accurate research to clients
  • Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint
  • Strong English writing and communication skills

Qualifications (preferred):

  • Familiarity using Bloomberg and/or Refinitiv
  • Work experience in an industry outside Financial Services

At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.