Senior Research Analyst

Scotiabank; Montreal (administrative region); On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Senior Research Analyst to cover the Technology sector. You will lead in-depth research, develop investment recommendations, and collaborate with portfolio managers. Ideal candidates should have 5-10 years of equity research or investment banking experience, a relevant university degree, and proficiency in tools like Excel and Bloomberg. This role emphasizes strong analytical abilities and effective communication skills in an inclusive work environment.

Qualifications

• 5–10 years of experience in buy-side/sell-side equity research or investment banking.
• Demonstrated success in developing original investment theses.
• Deep understanding of financial statements and valuation methodologies.

Responsibilities

• Lead comprehensive coverage of assigned sectors or companies.
• Generate independent investment ideas and provide high-conviction recommendations.
• Collaborate with portfolio managers to integrate research insights.

Skills

Analytical skills

Communication skills

Attention to detail

Collaborative mindset

Education

University degree in finance, economics, or accounting

MBA or CFA designation (or progress toward one)

Tools

Excel

Bloomberg

Capital IQ

FactSet

Job description

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Title: Senior Research Analyst - Technology, Montreal, QC

Requisition ID: 247014

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Senior Research Analyst covering the Technology sector, you will play a key role within Jarislowsky Fraser’s Global Equity investment team. Reporting to the Head of Equities, you will lead in-depth fundamental research, develop forward‑looking insights, and provide actionable investment recommendations to portfolio managers. This is a high-impact role where your judgment, analytical expertise, and intellectual curiosity will directly influence portfolio construction and performance outcomes.

Is this role right for you? In this role you will:

• Lead comprehensive coverage of assigned sectors or companies, developing detailed financial models, forecasts, and valuation frameworks.
• Generate independent investment ideas, providing high‑conviction recommendations supported by rigorous analysis.
• Collaborate with portfolio managers to integrate research insights into the investment process and contribute to portfolio strategy discussions.
• Maintain active engagement with company management teams, industry participants, and sell‑side analysts to gather qualitative and quantitative insights.
• Evaluate risks and opportunities in the context of Jarislowsky Fraser’s disciplined, long‑term investment philosophy.
• Contribute to continual improvement of research processes, data management, and analytical tools.
• Mentor junior analysts and associates, fostering a collaborative and high‑performance culture within the research team.
• Ensure all activities adhere to internal policies, regulatory standards, and risk management practices.

Education, Professional Experience, Certifications and Skills required:

• 5–10 years of relevant experience in buy‑side, sell‑side equity research, or investment banking.
• A university degree in finance, economics, accounting, or a related field; an MBA or CFA designation (or progress toward one) strongly preferred.
• Demonstrated success in developing original investment theses and conducting fundamental, bottom‑up analysis.
• Deep understanding of financial statements, industry dynamics, and valuation methodologies.
• Exceptional analytical abilities, attention to detail, and intellectual curiosity.
• Strong written and verbal communication skills, with the ability to present investment ideas persuasively.
• Proficiency in analytical tools such as Excel, Bloomberg, Capital IQ, or FactSet.
• A collaborative mindset, sound judgment, and the ability to work effectively in a dynamic, team‑oriented environment.

Working Conditions

• Work in a standard office‑based environment

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.