Associate Director leading fundamental research and stock recommendations across Canadian equities. Supporting iA Financial Group’s active investment decisions through sector coverage, modelling, valuation, and portfolio discussions.
Responsibilities
Lead coverage of assigned sectors and companies across Canadian equity mandates
Develop and communicate stock recommendations to Portfolio Managers
Conduct fundamental company and sector research, financial modelling, valuation, scenario analysis, and risk analysis
Generate differentiated investment ideas and theses supported by evidence, catalysts, downside analysis, and risk-reward frameworks
Present recommendations and research updates to Portfolio Managers
Contribute to investment debates and portfolio discussions
Participate in management meetings, industry conferences, expert discussions, site visits, and other primary-research activities
Monitor existing and prospective investments, company developments, earnings results, estimate revisions, valuation changes, and thesis milestones
Prepare investment briefs and presentation materials for internal discussions and investment committee meetings
Requirements
Five or more years of relevant experience analyzing public companies, building financial models, applying valuation methodologies, and making stock recommendations
Deep expertise in at least one of: Information Technology, Materials, Energy, Financials, or Real Estate
Undergraduate degree in finance, economics, accounting, business, or a related discipline
Progress toward or completion of the CFA designation is an asset
Passion for investing and capital markets, supported by a repeatable research process, sound investment judgment, and strong understanding of equity markets
Advanced financial-modelling and Excel skills, including scenario and sensitivity analysis
Ability to synthesize complex information and communicate a clear investment view in written and verbal formats
Proficiency with financial data and research platforms; Bloomberg, Inovestor, Morningstar, eVestment, or similar tools are an asset
Intellectual curiosity, independent thinking, strong business judgment, and confidence to challenge consensus views and defend recommendations
Proactive, accountable, organized, collaborative, and integrity-driven approach
Advanced English proficiency required
Advanced French proficiency required
Benefits
Flexible group insurance plans
Competitive retirement savings plan
Employee share purchase plan
Vacation program, wellness days, and personal development days
Telemedicine services
Employee and Family Assistance Program (EFAP)
Ergonomic furniture program
Performance bonus
Discounts on iA products
Hybrid work environment
Flexible workspaces
Learning and development opportunities
Healthy, safe, fair, and inclusive work environment
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