Investment Analyst - US Equities

Empire; Toronto; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Flexible work arrangements

4 weeks vacation

Pension plan

Parental leave top-ups

Wellness programs

Job summary

Empire Life is seeking an Investment Analyst to join its US Equities team. The role involves collecting and analyzing industry and economic data, reviewing reports, meeting with management, and constructing models to support portfolio decisions.

Candidates should have 2+ years in investment research, a finance-related university degree, and CFA progress. The position offers growth, a robust rewards package, and opportunities across Canada.

Qualifications

• 2+ years experience in investment research or related roles.
• University degree with finance/economics/mathematics courses.
• CFA or working toward designation.
• Strong knowledge of capital markets and macroeconomics.
• Excellent written and verbal communication.

Responsibilities

• Collect and analyze industry, company, and economic data from multiple sources.
• Review annual and quarterly reports and proxy statements.
• Meet with management teams of portfolio companies.
• Attend industry events to gather information.
• Analyze financial information via reports and investor presentations.
• Write research reports and present to management to aid portfolio decisions.
• Construct stock screens using Bloomberg to identify investment ideas.
• Build and maintain spreadsheet models for valuation and monitoring.
• Determine buy/sell targets based on qualitative and quantitative data.
• Present investment ideas to the Investment Team.
• Keep abreast of portfolio strategy and market developments.
• Maintain portfolio statistics on exposures and valuation parameters.
• Communicate portfolio positioning ideas to portfolio managers.
• Execute special projects for portfolio managers as required.
• Market fund management capabilities including presentations to clients.

Skills

Analytical skills

Financial modeling

Research ability

Communication skills

Self-starter

Team collaboration

Education

University degree in finance/economics

Tools

Bloomberg

Job description

Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Empire Life is looking to hire an Investment Analyst to join our US Equities team! We are actively seeking candidates to fill a current, open position.

Why pursue this opportunity

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

Hone your skills - this is an opportunity that allows for you to grow your technical, and functional skills

What you’ll be working on

• Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports and industry publication
• Review Annual Reports, Quarterlies and Proxy Statements
• Conduct regular meetings with management teams of companies both in our portfolio and investment universe
• Attend industry and company events to gather information such as investors day, company tours and industry conference
• Analyze financial information relating to companies via annual reports, quarterly reports and investor presentations
• Write research reports and present to management to assist in key portfolio decision making
• Construct stock screens using software such as Bloomberg to filter database of companies to identify potential investment ideas
• Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes
• Determine both buy and sell targets for companies based on a combination of all the qualitative and quantitative information collected
• Present investment ideas to the broader Investment Team
• Keep abreast of portfolio strategy, developments in the Canadian and Global economic and political environment and fluctuations in the capital markets
• Maintain statistics on the portfolio regarding exposures, company information and valuation parameters.
• Communicate portfolio positioning ideas to the portfolio managers
• Perform other special projects related to investment or theme ideas for the Portfolio managers as required
• Market individual fund management capabilities including making presentations to existing and potential clients

What we’re looking for you to have

• 2+ years experience in investment research or related positions
• Completion of a university degree with courses in finance, investments, economics, mathematics, statistics, ethics
• CFA or working toward designation
• Passionate about capital markets, investing and global macroeconomics
• Well-developed analytical and reasoning skills
• Strong research, financial modeling and risk management skills with a thorough understanding of various investment valuation concepts
• Self-starter with the ability to work effectively and autonomously
• A collaborative mindset with the ability to constructively challenge ideas
• Strong analytical curiosity and a commitment to thorough problem-solving
• A dedicated work ethic, with the stamina required for a fast-paced environment.
• Clear written and verbal communication skills
• Ability to plan tactically or plan strategically with attention to detail/accuracy
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date
• A defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. A pplicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [e-mail] .