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About the role

  • 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

Job title

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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