Co-op Student - Private Investments

Equitable • Waterloo, ON

4d • Hybrid

About The Position

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, 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. 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.

Requirements

• 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

Nice To Haves

• PowerBI an asset

Responsibilities

• 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

Benefits

• Career Growth: Regular learning sessions and development opportunities, plus our Co-op Student Buddy Program, “Equitable Crew”
• Total Rewards: Allowance provided in place of vacation pay and benefits
• Flexibility: Healthy work-life balance with employee wellness always top of mind
• Your base pay will follow your school’s recommended co-op earnings guidelines, ensuring fair and consistent compensation for your placement.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern