Equity Research Analyst Langley, BC See Details

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

Job summary

An established industry player is seeking an Analyst passionate about equity research and capital markets. This role involves supporting the management of new equity funds, conducting thorough research, and contributing to marketing initiatives. The ideal candidate will possess strong analytical skills, communicate effectively, and align with the company's values. Join a dynamic team that values innovation and excellence, and play a key role in shaping investment strategies for diverse clients. If you are ready to make a meaningful impact, this opportunity is perfect for you!

Benefits

Generous Vacation Allotment

Medical Benefits

Retirement Savings Plan Contributions

Qualifications

• CFA Charterholder or significant progress toward the designation required.
• 3-5 years of direct experience in equity research or capital markets.

Responsibilities

• Conduct in-depth company and industry research for equity funds.
• Assist in developing marketing materials to support sales efforts.

Skills

Equity Research

Financial Statement Analysis

Data Analysis

Communication Skills

Problem Solving

Business Acumen

Research

Reporting

Education

CFA Charterholder or Progress

3-5 Years Experience in Capital Markets

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.

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.