Investment Analyst, Fund Manager Research & Analysis

Overview

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.

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity.

We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Join a collaborative investment team where you’ll support fund manager research and due diligence across a diverse range of products, helping ensure strong governance and client outcomes. You’ll contribute to fund reviews, analyze performance and risk metrics, and monitor market trends to provide actionable insights. This role offers exposure to internal and external stakeholders while building expertise in investment tools like Bloomberg and Morningstar.

You’ll also have the opportunity to enhance processes through data, automation, and emerging technologies such as AI and Python.

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.

• Conduct ongoing investment monitoring and due diligence on external fund managers and their funds to gain a complete understanding of the key drivers of performance and risk
• Analyze fund manager questionnaires, performance data, and portfolio characteristics to assess alignment with investment strategy and risk expectations
• Support fund reviews, and product initiatives by providing industry insights and research
• Build and maintain tools, databases, and processes to enhance fund research, tracking, and reporting capabilities
• Monitor capital markets, industry trends, and regulatory developments to provide context on fund performance and emerging risks
• Collaborate with internal teams and external partners (fund managers, administrators, and vendors) to support investment due diligence and operations
• Contribute to research initiatives including competitive analysis, contract reviews, and market intelligence gathering
• Utilize platforms such as Bloomberg and Morningstar to support analysis and decision-making
• Identify and implement process improvements, including leveraging Excel, AI, and programming (e.g., Python)

• Undergraduate or Master’s degree in Business, Economics, Commerce, Finance, Accounting, Math, or a related field
• 2-3 years experience working in an asset management environment with a sound knowledge of the buy-side industry
• Working knowledge of portfolio management techniques including portfolio construction, attribution analysis, security analysis, and risk management
• Progress toward a professional designation such as CFA, CIM or CIPM
• Strong analytical skills with the ability to assess investment performance and manager strategies
• Excellent interpersonal skills and the ability to collaborate effectively with internal and external stakeholders
• Strong written and verbal communication skills, with the ability to clearly and concisely present insights
• Self-motivated and able to work both independently and within a team environment
• Strong organizational and time management skills, with the ability to manage multiple priorities
• Advanced proficiency in Python, SQL and API development
• Experienced using Bloomberg and Morningstar Direct
• Curiosity and a proactive approach to learning and improving processes

• Career Growth:
  Regular learning sessions and development opportunities
• To…