Co-op – Investment Finance & Ops

Dayforce HCM, Inc.; Waterloo; Hybrid; CAD 30,000 - 40,000; Full time

Job summary

Equitable is looking for a Co-op – Investment Finance & Ops role, where you'll support data analysis in asset management. This hybrid position allows you to work closely with professionals, offering a great learning opportunity while contributing to meaningful projects. Join a recognized top employer in Waterloo to develop your skills further.

Benefits

Healthy work-life balance

Open communication culture

Onsite cafeteria

Buddy program for Co-op students

Qualifications

• Interest in investments and data analysis.
• Strong analytical abilities; knowledge of public/private asset markets.
• Experience with MS Access and Excel tools.

Responsibilities

• Support Asset Management with reporting and data analytics.
• Investigate data quality issues.
• Maintain investment reports, identify areas for improvement.

Skills

Analytical skills

Problem-solving

Communication

Organizational skills

Data management tools

Data visualization software

Tools

MS Access

Excel

Power BI

Job description

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

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: We're looking for a Junior Data Analyst to join our Investment Finance, Data Analytics and Operations team at Equitable! If you've 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 you'll 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 Area's 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

What’s 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 [e-mail] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.