Investment Analyst, Equities

Location: Hybrid - Toronto, ON

Empire Life is looking to hire an Investment Analyst to join our Canadian Equities team!

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
• Experience covering equities in the materials, mining and/or energy sectors would be an asset
• CFA or working toward designation
• Well-developed mathematical skills
• Strong research, financial modeling, risk management and a thorough understanding of various investment valuation concepts
• Clear written and verbal communication skills
• Ability to plan tactically or plan strategically
• Attention to detail/accuracy
• Ability to think logically, analyze and/or solve problems
• 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.

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 recruitment@empire.ca .