Co-op Student
7 days ago
In this role you will be completing annual reviews on investments in our portfolio. If you have strong written and oral communication skills, with experience working in Excel, PowerPoint and Word, this role is for you
Join one of the region's top employers and be part of something that truly makes a difference. 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. Important Application Instructions: This role is open only to students currently enrolled in a formal co-op program through their post-secondary institution.
To confirm your eligibility, please upload proof of co-op enrollment (e.g., a letter from your school or a screenshot from your student portal, Work Term Record/Transcript etc.).
You will have the option to upload this document during the Candidate Information section at the bottom of the application form. Applications without proof of co-op eligibility may not be considered. What you'll do:
Support senior members of the Private Investments team with the monitoring of existing investments in the Private Placement portfolio to ensure compliance with respective terms and conditions and perform written credit reviews with recommendations for approval by Senior Management
Assist the Senior Commercial Account Manager in performing effective control and performance functions in the Commercial Mortgage portfolio including the annual review process, recognizing increased risks and potential defaults, and administering borrower requests
Assist with the due diligence and underwriting of prospective investments including the preparation of detailed written investment proposal memorandums supporting recommendations for approval by Senior Management
Assist in the evaluation and/or preparation of management reports for credit amendments or problematic accounts
Provide support in the ongoing management of the Private equity portfolio
What you'll bring:
Candidates must be currently enrolled in a post-secondary program that includes a Co-operative (Co-op) work component
Currently enrolled in Bachelor of Business Administration, Bachelor of Accounting and Financial Management, or Bachelor of Mathematics with Financial Analysis and Risk Management
An interest in and aptitude for investments with a willingness to learn
Solid written and verbal communication and presentation skills
Strong analytical abilities and interpersonal skills
Excellent research skills
Strong organizational skills with an ability to manage multiple priorities
Strong knowledge of Excel, Word, and PowerPoint
Knowledge of SQL and Python an asset
What's in it for you:
Career Growth: Regular learning sessions and development opportunities, plus our Co-op Student Buddy Program, "EQ Crew"
Total Rewards: Allowance provided in place of vacation pay and benefits
Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a "dress for your day" approach
At Equitable, we're committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at We're happy to help.
Your base pay will follow your school's recommended co-op earnings guidelines, ensuring fair and consistent compensation for your placement.
If you're selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what's included. Reports To: Manager, CreditDepartment: Private Investments Work Term: May 2026 – August 2026
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