Investment Analyst - US Equities

Investment Analyst - US Equities

Location: Hybrid - Toronto, ON

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.

The maximum of the total target compensation (TTC) range for this role exceeds $200,000, making it exempt from Ontario’s requirement to post a compensation range.

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
• Competitive uncapped commission, for 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
• A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

Get to know us

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. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.