Co-op – Investment Finance & Ops

Equitable Life of Canada; Waterloo; Hybrid; CAD 30,000 - 45,000; Full time

Job summary

Equitable Life of Canada is seeking a Junior Data Analyst for a co-op position in Investment Finance and Ops. This opportunity allows students to engage in data analysis and metrics within a supportive environment while gaining valuable experience in asset management. The position offers hybrid work arrangements and is part of a four-month contract, allowing candidates to develop their analytical skills across various projects. Join an organization that values growth and offers a collaborative workspace.

Benefits

Healthy work-life balance

Onsite full-service cafeteria

Employee resource groups

Regular team-building events

Compensation package with added benefits

Employer-provided equipment

Qualifications

• Interest in public and private asset markets.
• Experience with data visualization software is a plus.
• Ability to read/write in SQL or Python is nice to have.

Responsibilities

• Support Asset Management with reporting and data analytics.
• Identify and investigate data quality issues.
• Document processes to ensure operational reliability.

Skills

Analytical abilities

Problem-solving

Communication skills

Organizational skills

Tools

MS Access

Excel

Power BI

VBA

SQL

Python

Job description

Co-op – Investment Finance & Ops Waterloo, ON, Canada Req #2838 Wednesday, May 28, 2025 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 [emailprotected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

#LI-Hybrid

Other details

• Job Family Co-op
• Pay Type Salary

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