Associate, Public Equities (Technology Sector)

HOOPP (Healthcare of Ontario Pension Plan); Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate for their Public Equities team, focusing on the Technology sector. This entry-level position offers a dynamic environment where you can leverage your analytical and research skills to support investment decisions. You'll engage in company coverage, industry research, and workflow improvements, all while contributing to a mission that ensures financial security for Ontario healthcare workers. With a commitment to equity, diversity, and a high-performance culture, this role promises professional growth and the chance to make a meaningful impact in the finance sector.

Benefits

100% company-paid extended health and dental benefits

Defined benefit pension plan

Learning and development initiatives

Wellness seminars

Yoga classes

Nutritional consultations

Parental leave top-up

Health spending account

Optional post-retirement health benefits

Qualifications

• 2-6 years in Investment Banking, Equity Research, or Management Consulting.
• Passion for the Information Technology industry and fundamental analysis.

Responsibilities

• Provide coverage of 20-25 Canadian and U.S. companies in the IT sector.
• Prepare sector-level analytics and provide market insights.

Skills

Analytical Skills

Research Skills

Time Management

Programming Skills

Communication Skills

Education

University degree in Liberal Arts, Business/Commerce, or Math/Sciences/Engineering

CFA designation

Tools

Database Management Tools

Business Intelligence Dashboards

Job description

Associate, Public Equities (Technology Sector)

Associate, Public Equities (Technology Sector)

• high-performance, people-focused culture
• our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves
• learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
• membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
• competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).
• optional post-retirement health and dental benefits subsidized at 50%
• yoga classes, meditation workshops, nutritional consultations, and wellness seminars
• the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers
  
  

Why you’ll love working here:

• high-performance, people-focused culture
• our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves
• learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
• membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
• competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).
• optional post-retirement health and dental benefits subsidized at 50%
• yoga classes, meditation workshops, nutritional consultations, and wellness seminars
• the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers
  
  

Job Summary:

The Healthcare of Ontario Pension Plan (“HOOPP”) is a $120 billion Canadian pension plan managed for the nurses and healthcare workers of Ontario. The Public Equities team has two major roles at HOOPP. We provide independent, robust research on Public Equity markets and on specific companies, and we use this research to generate returns in our own portfolios and by collaborating with other investment teams at HOOPP. The team's culture is focused on achieving results through collaboration and driving growth through continuous improvement.

The Associate, Public Equities will use their excellent analytical and research skills to support decision making and collaboration by the team. In addition, the ideal candidate could use process design insights and coding skills to improve the efficiency of the team's existing workflows. Strong time management will help the Associate, Public Equities manage competing demands on their time.

What you will do:

• Company Coverage & Research Management: Provide coverage of 20–25 Canadian and U.S.-listed companies, mainly in the Information Technology sector. Maintain comprehensive research files for each company. The Associate will also help in maintaining a centralized database of valuation inputs.
• Industry Research & Market Insights: Prepare and update sector-level analytics such as comp sheets and benchmarking tools. Provide insights on the impact of technological and market trends on covered companies and assist in evaluating portfolio and risk implications.
• Private Fundraising & IPO Diligence: Assist in due diligence for IPO and pre-IPO opportunities by attending investor meetings and preparing notes, business profiles, valuation models, and peer comparisons.
• Workflow Improvements & Tool Development: Contribute to refining research workflows by trialing new tools, using programming or automation to improve data handling and analysis. Help build databases or BI dashboards to support team efficiency.
• Operational Support & Engagement Initiatives: Support broader team operations including trade analysis, risk management, and performance tracking. Provide administrative support as needed to facilitate daily team functions.
  
  

What you bring:

• University degree in a Liberal Arts, Business/Commerce, or Math/Sciences/Engineering discipline. CFA designation is an asset but not a requirement.
• 2-6 years of experience in Investment Banking, Equity Research, Private Equity, Buy-Side Research, or Management Consulting is an asset, but other relevant backgrounds will be given strong consideration.
• A genuine passion and enthusiasm for the Information Technology industry, and/or demonstrated experience conducting fundamental analysis and quantitative valuation work on companies within the North American Information Technology sector.
• Programming ability in one or more languages to manipulate data and generate well-formatted output is an asset.
• Clear written and verbal communication skills.
• Keen interest in Public Equities as an asset class, and deep enthusiasm for the broader capital markets.
• A consistent record of excellence and accomplishments.
• Strong work ethic, a positive, adaptable, and enthusiastic approach to learning and collaborating, flexibility to take input from multiple team members to advance various team priorities.
  
  

Application Process

Please provide a single PDF which includes:

• Resume (no cover letters please)
• A max 100-word response to: How have you demonstrated a track record of success outside of work?
• Indicate the actual word count at the end of your response.
• Use a red font colour for your response.
• A max 200-word response to: How have you innovated a process or workflow on your team that made you and your teammates more efficient? Provide a qualitative description and quantitative measure of improvement.
• Indicate the actual word count at the end of your response.
• Use a red font colour for your response.
• A max 200-word response to: Pick a business within the North American Information Technology sector and tell us why it is a good business and why we can be confident that sales/profits will be much higher in 10 years.
• Indicate the actual word count at the end of your response.
• Use a blue font colour for your response.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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