Senior Research Analyst

Shareholder Association for Research and Education; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

SHARE is seeking a Senior Research Analyst to report to the Engagement Research Manager and collaborate across programs. You will develop leading-edge research and analysis to support real world impacts through solutions-focused corporate engagements, and promote synthesis and knowledge-sharing across SHARE’s teams.

You will utilize a broad range of inputs to produce high-quality memos, briefing notes and presentations for engagement analysts, program leaders, the CEO and Chief Strategy Officer,

Qualifications

• Minimum three-to-five years of experience in relevant role(s) with strategic research experience.
• Master’s degree in a relevant field or equivalent related experience.

Responsibilities

• Prepare decision-useful memos, research materials, issue reviews and presentations to support high-impact, solutions-focused corporate engagements focused on companies, sectors, and thematic priorities.
• Assist in identifying governance, performance, compensation, and other risk-related issues at corporate issuers that may be relevant to engagement teams and institutional investors.
• Generate fundamental and competitive analyses of sectors, industries, and companies and financial or business case analysis for strategic improvements in corporate practice.
• Make strategic recommendations about targets, outcomes, timing, focus and activities for issues, sectors and companies based on thematic priorities.
• Support and/or design research frameworks and conduct research related to climate, sustainability, governance and financial issues relevant to investor portfolios and/or targeted asset classes, including public equities, fixed income, infrastructure, private equity, private debt and others.
• Review market news related to corporate governance, climate change, and other assigned topics, and keep engagement teams, as well as advisory, policy, and investor leadership personnel notified of relevant developments.

Skills

Qualitative analysis

Qualitative research

Quantitative analysis

Quantitative research

Synthesis

Financial analysis (corporate)

Financial analysis (investor)

Decision-making

Strategic thinking

Priority setting

Problem solving

Project evaluation

Attention to detail

Project management

Record-keeping

SMART goal setting

Narrative writing

Technical writing

Education

Master's degree

Job description

SHARE does not use artificial intelligence tools in its recruitment process.

POSITION SUMMARY

Reporting to the Engagement Research Manager, and working collaboratively across programs, the Senior Research Analyst supports SHARE to achieve real world impacts through solutions-focused corporate engagements and develop leading-edge research and analysis to support our mission. The Senior Research Analyst promotes synthesis and knowledge-sharing across SHARE’s teams.

The Senior Research Analyst will utilize a broad range of inputs to undertake financial, climate and risk analysis to produce high-quality memos, briefing notes and presentation materials for use by engagement analysts, program leaders, the CEO and Chief Strategy Officer.

KEY RESPONSIBILITIES

The key responsibilities outlined below are descriptive in nature and are not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties.

Research and Analysis

• Prepare decision-useful memos, research materials, issue reviews and presentations to support high-impact, solutions-focused corporate engagements focused on companies, sectors, and thematic priorities.
• Assist in identifying governance, performance, compensation, and other risk-related issues at corporate issuers that may be relevant to engagement teams and institutional investors.
• Generate fundamental and competitive analyses of sectors, industries, and companies and financial or business case analysis for strategic improvements in corporate practice.
• Make strategic recommendations about targets, outcomes, timing, focus and activities for issues, sectors and companies based on thematic priorities.
• Support and/or design research frameworks and conduct research related to climate, sustainability, governance and financial issues relevant to investor portfolios and/or targeted asset classes, including public equities, fixed income, infrastructure, private equity, private debt and others.
• Review market news related to corporate governance, climate change, and other assigned topics, and keep engagement teams, as well as advisory, policy, and investor leadership personnel notified of relevant developments.

Organizational Learning, Knowledge Dissemination and Integration

• Maximize utility from available resources, by assessing & incorporating applicability of acquired & free resources for informational, processing, operational & reporting use.
• Identify & recommend ways of improving research efficiency, certainty, accuracy & control using technological or process improvements.
• Maintain up-to-date, meticulous and accurate records using established systems, and as appropriate, recommend system improvements.

SKILLS

To be successful, the following skills are required at an intermediate professional level.

Research and Analytical

• Qualitative analysis
• Qualitative research
• Quantitative analysis
• Quantitative research
• Synthesis
• Financial analysis (corporate)
• Financial analysis (investor)
• Breaking-down problems
• Decision-making
• Strategic thinking
• Priority setting
• Problem solving
• Project evaluation

Administrative and Technical

• Attention to detail
• Project management
• Record-keeping
• SMART goal setting

Communication

• Narrative writing for:
  • Briefing notes
  • Speaking notes
  • Presentation materials
• Technical writing

ATTRIBUTES

• Ability to generalize feedback from specific instances.
• Creativity
• Flexibility
• Integrity
• Independence
• Judgement
• Motivational regulation
• Multi-tasking and priority setting
• Political acuity
• Problem solving
• Reliability
• Resilience
• Self-awareness
• Team-orientation
• Tolerance of ambiguity

KNOWLEDGE

• Canadian Mining, retail, transport and utilities sectors.
• Climate frameworks
• Climate governance
• Corporate governance
• Climate policy
• Compensation frameworks
• Fiduciary duty
• Indigenous rights frameworks and policy
• Investment concepts
• Institutional investment strategies
• Investment value chain stakeholders and actors
• Macro-economic concepts
• Micro-economic concepts

QUALIFICATIONS

• Minimum three-to-five years of experience in relevant role(s) with strategic research experience.
• Master’s degree in a relevant field or equivalent related experience;

EMPLOYMENT EQUITY

SHARE’s Vancouver office is located on the unceded territory of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh (Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

SHARE’s Toronto office is located in the territories of the Mississaugas of the Credit, Anishnabeg, Chippewa, Haudenosaunee and Wendat peoples.

SHARE strives to embody its values of fairness, inclusion and justice in its hiring and employment practices and has a strong commitment to employment equity. SHARE’s commitment to reconciliation with Indigenous people is set out in our Commitment.

SHARE seeks qualified candidates who share our mission and vision. We particularly welcome applications from Indigenous people, women and gender-diverse people, persons with disabilities, Black people and people of colour and LGBTQ+ candidates.

SHARE will provide reasonable disability-related accommodations to job applicants on request.

If you are an Indigenous job seeker, this job may be open to remote work within Canada.