Equity Research Analyst

Capstone Asset Management Inc.; Vancouver; On-site; CAD 60,000 - 85,000; Full time

Job summary

Capstone Asset Management Inc. seeks an Analyst passionate about equity research with a strong foundation in capital markets. The successful candidate will support the management of new equity funds, providing research and analytical support while contributing to sales initiatives and process improvements.

Benefits

Generous vacation allotment

Medical benefits

Contributions towards retirement savings plan

Qualifications

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

Responsibilities

• Conduct in-depth company and industry research for investment recommendations.
• Assist in the development of marketing materials and thought leadership content.
• Prepare and present reports to the Investment Management Team.

Skills

Research

Data Analysis

Communication

Financial Statement Analysis

Equity Valuation

Education

CFA Charterholder or significant progress

Tools

Microsoft Excel

Job description

Capstone Asset Management Inc. is a Portfolio Manager, Investment Funds Manager, and ExemptMarket Dealer serving clients across multiple provinces, including British Columbia, Alberta, Manitoba,Ontario, Quebec, New Brunswick, Nova Scotia, and Newfoundland & Labrador.

Rooted in Biblically informed values, we provide discretionary investment management and mandatespecific solutions to a diverse client base, including high-net-worth individuals and families, institutions,pensions, foundations, family offices, and third-party Portfolio Managers.

Position Summary:

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

About Captsone:

Capstone Asset Management Inc. is a Portfolio Manager, Investment Funds Manager, and ExemptMarket Dealer serving clients across multiple provinces, including British Columbia, Alberta, Manitoba,Ontario, Quebec, New Brunswick, Nova Scotia, and Newfoundland & Labrador.

Rooted in Biblically informed values, we provide discretionary investment management and mandatespecific solutions to a diverse client base, including high-net-worth individuals and families, institutions,pensions, foundations, family offices, and third-party Portfolio Managers.

Position Summary:

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

Capstone Asset Management Inc. is a Portfolio Manager, Investment Funds Manager, and ExemptMarket Dealer serving clients across multiple provinces, including British Columbia, Alberta, Manitoba,Ontario, Quebec, New Brunswick, Nova Scotia, and Newfoundland & Labrador.

Rooted in Biblically informed values, we provide discretionary investment management and mandatespecific solutions to a diverse client base, including high-net-worth individuals and families, institutions,pensions, foundations, family offices, and third-party Portfolio Managers.

Position Summary:

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

About Captsone:

Capstone Asset Management Inc. is a Portfolio Manager, Investment Funds Manager, and ExemptMarket Dealer serving clients across multiple provinces, including British Columbia, Alberta, Manitoba,Ontario, Quebec, New Brunswick, Nova Scotia, and Newfoundland & Labrador.

Rooted in Biblically informed values, we provide discretionary investment management and mandatespecific solutions to a diverse client base, including high-net-worth individuals and families, institutions,pensions, foundations, family offices, and third-party Portfolio Managers.

Position Summary:

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.

Please send your resume and cover letter to [e-mail] . We appreciate the interest of allapplicants; however, only those selected for interviews will be contacted. No phone calls or recruitmentagencies, please.