Senior Fund Analyst

About the Role At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact for our clients, our communities, and each other. The Opportunity: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged, we’d love to connect. We are looking for someone to add value to Equitable’s fund manager research and monitoring program. The Senior Analyst position requires a good working knowledge of the investment management industry and portfolio management techniques to support Equitable’s ongoing due diligence efforts. Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters. Position Title: Senior Fund Analyst Reports To: AVP, External Fund Management Department: Investments Term: Permanent Full-Time Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement. Responsibilities Assist the AVP, External Fund Management in coverage of a select group of funds across applicable lines of business to ensure assigned funds are managed within the risk tolerances of Equitable. Develop a strong understanding of investment themes and characteristics of the funds within your coverage universe including the different investment philosophies and styles which serve as the foundation of the investment strategies, as well as gaining insight into the investment personnel, investment processes and portfolio positioning of each of the mandates. Build and maintain external relationships with partner firm account managers to help support the ongoing due diligence effort. Manage the fund monitoring review process including conducting annual fund reviews with the assigned portfolio managers, management of ongoing quarterly investment questionnaires and real-time monitoring of the funds across various media sources and update fund manager research documents as appropriate. Remain current on capital markets and the broader investment backdrop to ensure a strong understanding of asset class performance and key drivers of market returns. Contribute to fund searches through identifying potential new funds to add to the current fund line-up. Qualifications Undergraduate or Master’s degree in Business, Commerce, Economics, Finance, Accounting, or Math or MBA and/or Chartered Financial Analyst (or other relevant professional designation, e.g. CIM). 5 - 7 years of investment industry experience preferably on the buy side. Strong interpersonal skills. Strong written and verbal communication skills with the ability to concisely relay information. Self-starter with demonstrated capability to work independently.Good organization and time management skills. Excellent command of MS Excel (or any programming languages is an asset). Excellent knowledge of the buy-side asset management industry with a working knowledge of portfolio management techniques including portfolio construction, security analysis and risk management. Benefits A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day. A healthy work-life balance with employee wellness top of mind. Annual bonus program, annual vacation allowance, and company-paid benefits program. Generous vacation package with one volunteer day to give back to a charity of your choice. Immediate enrollment in the company’s pension program with employer matching. Employee resource groups that support an inclusive work environment. Tuition support and specialized program assistance. An onsite full-service cafeteria with a variety of daily options. Discounts on company products and services, and access to exclusive employee perks. Regular EQ Together events focused on company togetherness and collaboration. As part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy. This position is available due to an existing vacancy. We're dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca. #J-18808-Ljbffr