Associate, Investment Strategy

Equality Fund; Ottawa; Remote; CAD 87,000 - 116,000; Full time

Job summary

A leading organization is seeking an Associate for Investment Strategy to support key investment activities and manage relationships with stakeholders. This full-time, remote position requires strong analytical skills and a background in finance, with a commitment to feminist values and impact investing.

Benefits

4 weeks paid vacation

Paid sick time

Parental leave top up

Medical benefits

Group RRSP

Paid birthday off

Qualifications

• 3+ years work experience in asset management or investment management.
• Strong understanding of public and private securities/investments.
• Knowledge of impact investing and/or gender-lens investing.

Responsibilities

• Support execution of Equality Fund’s Investment Strategy and portfolio management.
• Contribute to development and launch of new investment products.
• Measure, monitor and track key performance indicators and impact.

Skills

Analytical skills

Financial modelling

Impact analysis

Stakeholder relationship management

Strategic thinking

Communication skills

Education

Undergraduate degree in business and/or finance

Tools

MS Excel

Google Sheets

Salesforce

Job description

Position: Associate, Investment Strategy

Status: Full-time, Fixed-Term (July 2025 – August 2026)

Reports to: Vice President, Investment Strategy

Language(s): English

Location:
Remote, within Canada

Starting salary range: $87,000 - $116,000 CAD

Deadline for Applications: 8 June 2025, 11:59pm EDT

ABOUT THE EQUALITY FUND

The Equality Fund is transforming the way that resources—and power—flow into the hands of women, girls and gender expansive people worldwide. Designed by feminists for feminists, it is a model for sustainably resourcing feminist movements everywhere, through global grantmaking, gender-lens investing, policy advocacy, and feminist philanthropy. Launched in 2019, the Equality Fund has activated $100 million to date which flows to more than 1,000 organizations working across 100 countries.

THE OPPORTUNITY

Reporting to the Vice President, Investment Strategy, the Associate will support delivering upon key investment activities including the execution of Equality Fund’s Investment Strategy, portfolio management of the EF Government Investment Pool, promotion of EF’s Gender Lens Investment Criteria, financial and impact reporting, stewardship of external investment relationships, and investment governance.

SCOPE & RESPONSIBILITIES

Investment strategy development, product research, discovery and execution

• Contributes to short, medium and long-term planning for EF’s investment activities and supports the execution of EF’s investment strategy
• Contributes to the development and launch of new investment products alongside asset management partners, across asset classes including public equities, fixed income, private equity and private credit
• Performs market analysis and research on investment strategies and gender lens investment products

Relationship and field building

• Stewards external relationships and key investment partners including investment managers, EF Board of Directors, Investment Committees and external parties
• Contributes to field building in gender lens investing and promotion of EF’s GLI Criteria through participation in external events, webinars and communities of practice
• Supports VP Investment Strategy with capital mobilization and investment fundraising by engaging with external investors and funders
• Support in analysis and preparation of EF GLI knowledge products
• Shares insights, knowledge and information internally and across teams, collaborating with EF staff to co-create processes and procedures and form new partnerships
• Facilitates meetings with external partners and internal teams
• Act in accordance with our policies around building a culture of safety, respect, and care; never engage in harassment, coercion, sexual exploitation or abuse of any form, or anything else contrary to our code of conduct.

Impact measurement and analysis

• Measures, monitors and tracks key performance indicators and impact
• Researches and develops impact measurement methodologies to communicate the impact and results of EF’s investment activities
• Synthesizes information from multiple inputs, maps and analyzes alternatives and future paths as EF builds out its investment processes, portfolio, products, services and activities
• Measures, manages and mitigates risk associated with investment strategy and portfolio
• Contributes to EF’s measurement, evaluation, and learning framework and provides research and data to inform decisions
• Contributes to the development of GLI guidelines & benchmarks

Planning and reporting

• Leads the investment team’s annual planning and reporting process
• Lead the Global Affairs Canada annual reporting process for the investment team
• Leads the performance management framework annual reporting process on behalf of the Investment team
• Produces investment reports and data as required
• Provides input into various organization-wide and investment team policies, procedures and documents including the annual plan, annual report, etc.

Governance

• Develops activity summaries to support quarterly Board meeting investment related agenda items
• Assists in the preparation of Investment Committee reports and documents for Board of director meetings and materials packages
• Manages the Investment Committee (IC) and Investment Advisory Committee (IAC) agendas, planning, preparation and dissemination of supporting materials
• Manages the committee member recruitment process for the IC and the IAC
• Identifies, tracks and manages various action items associated with the operations of the IC and IAC

QUALIFICATIONS & COMPETENCIES

• Undergraduate degree in business and/or finance, or related field
• 3+ years work experience in asset management, fund/investment management, or endowment management
• Strong understanding of public and private securities/investments
• Knowledge of impact investing and/or gender-lens investing
• Strong analytical skills with proficiency in financial modelling and impact analysis
• Experience stewarding senior level external stakeholder relationships
• Strategic thinker with the ability to identify and maximize strategic openings and opportunities
• Excellent communication (written, verbal, and presentation) and interpersonal skills; ability to translate technical investment language into simplified language
• Ability to thrive in a complex and dynamic environment and to visualize business operations and activities that don't exist yet
• Demonstrated high ethical standards and ability to work with sensitive information in a confidential manner
• Ability and willingness to conduct oneself at work with high standards of ethics, integrity, and honesty
• Commitment to the work and values of the Equality Fund, which include Anti-Racism, Anti-Oppression, and Intersectionality; Feminist Leadership; Accountability; and Radical Love
• Bilingual French/English is an asset but not required
• Advanced working proficiency in MS Excel and/or Google Sheets
• Working knowledge of Salesforce considered an asset

REQUIREMENTS

• Must be legally eligible to work in Canada
• Willing and able to work remotely with a global team
• Willing and able to work on mostly computer-based work
• Ability to travel internationally about 10-20%

OUR ENVIRONMENT OF CARE

• We trust our talented team and are pleased to offer an extremely flexible and virtual work environment.
• We are driven by our values: anti-racism, anti-oppression, and intersectionality; feminist leadership; accountability; and radical love. We believe our values are realized through collaboration, a growth and learning mindset, emotional intelligence, diversity, authenticity, a global perspective, care, and building networks. We work to share power and create space for everyone to lead.
• Equality Fund is proud to offer a comprehensive compensation and benefits package which has no waiting period and includes 4 weeks paid vacation, paid sick time, parental leave top up, medical benefits, Group RRSP, paid birthday off, and more!
• Equality Fund is committed to providing and maintaining a safe and respectful workplace. We do not tolerate harassment, coercion, sexual exploitation, or abuse of any form. We recognize that those behaviors are often rooted in abuse of power, which is contrary to EF's mission to make a more equitable world for women, trans, and non-binary people.
• Equality Fund is an equal opportunity employer. We believe deeply in equality and value diversity of race, gender, sexual orientation, religion, ethnicity, national origin, disability, and all other protected grounds under the Ontario Human Rights Code. We welcome applications from individuals of all backgrounds and positionalities, and are committed to providing an accessible candidate experience. To let us know how we can make an accommodation or adjustment to facilitate the selection process and beyond, please reach out to [e-mail].

SELECTION PROCESS

• Equality Fund’s People, Equity, and Culture team will work with the hiring manager to do an initial screening of applicants. Please make sure to detail your experience in your resume/cover letter to ensure the committee has the information they need to assess your qualifications for the role. This process takes about 1 week from the application deadline.
• When there are many candidates who pass the initial screening, the People, Equity, and Culture team may conduct 15-30 minute phone screening calls.
• The hiring committee will conduct first round interviews with selected candidates. These interviews usually occur 1-2 weeks after the application deadline.
• The hiring committee may conduct a second round of interviews, which may include an assignment.
• The People, Equity, and Culture team will conduct reference checks for the candidate to whom they intend to extend an offer. This process usually takes about 1 week.
• The People, Equity, and Culture team will initiate a background check. This is intended to safeguard Equality Fund employees, grantees, and the organization. We recognize that some communities experience systemic over-policing. As such, only findings related to harassment, exploitation, coercion, sexual exploitation, fraud, abuse, or other findings specifically relevant to the duties of the role will be considered in relation to one’s eligibility for employment.
• The People, Equity, and Culture team will send the selected candidate an Employment Agreement, which the candidate will have time to review and return.

JOIN US!

Though we work to respond to all applicants, at times we may only be able to follow-up with those selected for an interview.

CONSENT TO THE USE OF PERSONAL INFORMATION

CONSENTEMENT À L'UTILISATION DES INFORMATIONS PERSONNELLES

I acknowledge that the personal information I provide as part of my job application to Equality Fund will be utilized solely for the following purposes:

• Recruitment
• Evaluation
• Selection for available positions within Equality Fund

The personal information collected includes, but is not limited to:

• Name
• Contact details (address, phone number, email address)
• Information about my professional and academic background
• References

These terms and conditions are in addition to theEquality Fund Privacy Policy, which I have read and understood.

• I understand that by giving my consent, I authorize the Equality Fund recruitment team to access the personal information I have shared in order to evaluate my application.
• I hereby authorize Equality Fund to use my personal information for the purposes mentioned above.
• I also understand that I can withdraw my consent at any time by contacting [e-mail]. However, I acknowledge that such withdrawal may affect the processing of my application.

For further details on how we collect, use, and protect your personal information, as well as your data protection rights, please refer to ourPrivacy Policy.

Je reconnais que les informations personnelles que je fournis dans le cadre de ma candidature à Equality Fund seront utilisées uniquement aux fins suivantes :

• Recrutement
• Évaluation
• Sélection pour les postes disponibles au sein d'Equality Fund

Les informations personnelles collectées incluent, mais ne sont pas limitées à :

• Nom
• Coordonnées (adresse, numéro de téléphone, adresse électronique)
• Informations sur mon parcours professionnel et académique
• Références

Ces termes et conditions s'ajoutent à lapolitique de confidentialité d'Equality Fund, que j'ai lue et comprise.

• Je comprends qu'en donnant mon consentement, j'autorise l'équipe de recrutement d'Equality Fund à accéder aux informations personnelles que j'ai partagées afin d'évaluer ma candidature.
• J'autorise par la présente Equality Fund à utiliser mes informations personnelles aux fins mentionnées ci-dessus.
• Je comprends également que je peux retirer mon consentement à tout moment en contactant [e-mail]. Cependant, je reconnais que ce retrait pourrait affecter le traitement de ma candidature.

Pour plus de détails sur la manière dont nous collectons, utilisons et protégeons vos informations personnelles, ainsi que sur vos droits en matière de protection des données, veuillez vous référer à notrepolitique de confidentialité.