Equity Research Analyst

Social Leverage LLC; Toronto; On-site; CAD 95,000 - 125,000; Full time

Benefits offered by this job

Equity

Job summary

Fiscal.ai is seeking an Equity Research Analyst to design and maintain data pipelines that convert public disclosures into API-ready datasets for institutional use. The role centers on building classification rules, expanding market coverage, and ensuring data integrity across jurisdictions.

You will work closely with the COO to own data capture and processing systems, applying finance knowledge and technical rigor to deliver high-quality datasets for investors.

Qualifications

• 2–5 years across accounting, finance, investing, and/or data roles.
• Strong understanding of how investors use fundamental data and its systems.
• CPA or CFA is an asset.

Responsibilities

• Design and maintain classification systems for public financial disclosures across jurisdictions.
• Build rules that transform unstructured data into normalized, queryable datasets.
• Research disclosure requirements in new markets and map nuances into the data model.
• Work with LLMs to write/refine prompts, build and test logic, and iterate outputs.
• Partner with QA and engineering to identify edge cases and validate accuracy.
• Identify coverage opportunities and prioritize based on commercial signal.
• Translate feedback into robust data systems.
• Support R&D on new data capabilities and product development.
• Maintain a deep understanding of finance and investing; build a data product for investors.
• Collaborate with COO and cross-functional teams; own data capture and processing.

Skills

API Development

Data Analysis

Data Structures

Financial Analysis

Investment Banking

IT

Asset Management

Tools

Auditing Standards

Job description

Position: Equity Research Analyst
Location: Remote [Canada]
Position Type: Employee [Full-Time]
Salary Range: $95,000 - $125,000 CAD + Equity

About Fiscal.ai

Fiscal.ai is a leading research and data platform built for capital markets professionals. Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era. The company serves thousands of institutional and professional Clients while reaching millions of end-users through API Clients.

About the Role

If you have strong financial and investing acumen and want to build a best-in-class fundamental data product, this is the role for you.

This is not a traditional finance role. You might come from equity research, investment banking, asset management, or an accounting background. What matters is that you understand how investors actually use fundamental data and you're excited to build the systems that deliver it.

You'll own the logic that transforms raw public disclosures into structured, API-ready datasets powering institutional finance and investing workflows. That means designing data structures, building transformation rules, expanding coverage across markets, and owning the integrity of everything we deliver.

You'll work directly with our COO, taking full ownership of our data capture and processing systems while maintaining the rigor our clients expect.

Key Responsibilities

• Design and maintain classification systems for public financial disclosures across jurisdictions
• Build rules that transform unstructured data into normalized, queryable datasets
• Research disclosure requirements in new markets and map jurisdiction-specific nuances into our data model
• Work with LLMs to write and refine prompts, build and test logic, and iterate based on outputs
• Partner with QA and engineering to identify edge cases and validate data accuracy
• Identify coverage opportunities and prioritize based on commercial signal
• Translate internal and external feedback into strong systems
• Support leading R&D on new data capabilities and product development
• Deep understanding of finance and investing, and genuine excitement to build a data product for investors
• 2-5 years across accounting, finance, investing, and/or data roles
• Strong data and analysis skills with awareness of multiple accounting standards and jurisdictions
• Naturally curious systems thinker with strong pattern recognition, ability to connect the dots, and comfort with ambiguity
• Self-directed, resourceful, and a clear communicator
• Excited to work at a fast-growing startup
• CPA or CFA is an asset

Compensation: $95,000 - $125,000 CAD + Equity

Location Toronto, ON, Canada

Work Mode On-site

Seniority Associate

Function IT

Salary CAD 95k-125k / year

Company Size 51-200 employees

Skills API Development Auditing Standards Data Analysis Data Structures Financial Analysis Investment Banking IT Asset Management