Equity Research Analyst

Natural Factors; City of Langley; On-site; CAD 60,000 - 85,000; Full time

Job summary

An established industry player is seeking a passionate Analyst to support the management of their soon-to-be-launched equity funds. This role is ideal for someone with a strong foundation in equity research and capital markets, who thrives in a collaborative environment. You will conduct in-depth research, assist with marketing initiatives, and present insightful analysis to key stakeholders. The position offers a competitive salary and a comprehensive benefits package, making it an exciting opportunity for those looking to advance their careers in finance.

Benefits

Generous vacation allotment

Medical benefits

Contributions towards retirement savings plan

Qualifications

• 3-5 years of experience in equity research or capital markets.
• Strong expertise in financial statement analysis and equity valuation.
• CFA Charterholder or significant progress toward the designation.

Responsibilities

• Conduct in-depth company and industry research for equity funds.
• Assist in developing marketing materials and thought leadership content.
• Prepare and present reports to the Investment Management Team.

Skills

Equity Research

Financial Statement Analysis

Data Analysis

Communication Skills

Financial Modeling

Attention to Detail

Education

CFA Charterholder

Bachelor's Degree in Finance or related field

Tools

Microsoft Excel

Job description

Capstone Asset Management is seeking an Analyst with a passion for equity research and a strongfoundation in capital markets. The successful candidate will play a key role in supporting themanagement of Capstone’s soon-to-be launched Capstone Biblically Informed Canadian Equity Fund andCapstone Biblically Informed US Equity Fund. In addition to providing research and analytical support,this role will involve contributions to sales and marketing initiatives, process improvements, andcommunication with our Private Wealth portfolio managers. The ideal candidate holds strongcompetencies in research, data analysis and communication while also being aligned with ourinvestment philosophy and values of Capstone.

Key Responsibilities:

• Conduct in-depth company and industry research, providing comprehensive analysis and investment recommendations to support the portfolio management of Capstone’s equity funds.
• Work closely with internal teams and external service providers to ensure efficient fund management operations.
• Assist in the development of marketing materials and thought leadership content to support sales and client engagement efforts.
• Develop and maintain workflow processes that enhance fund management efficiency.
• Prepare and present reports to the Investment Management Team, Investment Committee, and Biblically Informed Overlay Committee.
• Support the research and management of other Capstone investment pools and strategies as required.

Qualifications, Skills, & Experience:

• CFA Charterholder or significant progress toward the designation.
• 3-5 years of direct experience in equity research, business analysis, or capital markets.
• Strong expertise in financial statement analysis and equity valuation.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Ability to manage multiple tasks effectively while maintaining strong attention to detail.
• Ability to work independently, within a defined scope.
• Willingness to travel as needed.

Competencies:

• Accountability
• Compliance
• Customer Orientation
• Effective Communication
• Problem Solving & Innovation
• Relationship Building
• Results Focus
• Business Acumen
• Decision Making
• Domain Knowledge
• Research
• Data Analysis
• Reporting
• Risk Management

Compensation & Benefits:

The annual base salary for this position ranges from $60,000 - $85,000, with a comprehensive compensationand benefits package, including a generous vacation allotment, medical benefits and contributions towards aretirement savings plan. Final compensation will be determined based on experience and qualifications.