Equity Analyst, Public Assets

Nicola Wealth • Vancouver, BC

3d • $120,000 - $150,000 • Hybrid

About The Position

We are looking for an Equity Analyst to assist in managing the Nicola Canadian Equity Income Fund. This role requires an engaged self-starter who remains calm under pressure, possesses excellent analytical skills, and can clearly present and share ideas in a continually changing environment. The analyst will be responsible for generating investment ideas, performing in-depth due diligence on companies across multiple industries, gathering and analyzing information from various sources, building financial models, and evaluating businesses under different scenarios. This is a hybrid role located in either our Toronto or Vancouver office.

Requirements

• 5+ years of experience in analyzing Canadian, U.S. and/or International Equities.
• Bachelor’s or master’s degree in any discipline.
• Strong interest in and demonstrated understanding of investment analysis.
• Financial industry designation completed (CFA, CA, CPA, etc.) or minimum completion of Level 2 of the CFA Program.
• Advanced proficiency in financial modeling and valuation analysis using Excel.
• Excellent interpersonal and communication skills (both written and verbal).
• Strong analytical ability and high attention to detail.
• Self-motivated and able to work independently.

Nice To Haves

• Experience with Bloomberg is an asset.

Responsibilities

• Generating investment ideas within a collaborative team.
• Performing in-depth due diligence on companies across multiple industries as a generalist investor.
• Gathering and analyzing information across different sources.
• Engaging with senior management teams and industry participants.
• Building company models and evaluating businesses under different scenarios.
• Building presentations and presenting our findings to our Advisory Services Team, Investment Committee, and clients.
• Working with other departments within the asset management group to enhance knowledge sharing and investment returns.

Benefits

• Competitive base salary hiring range of $120,000 - $150,000.
• Performance-based Short-Term Incentive (STI) program.
• Performance-based Long-Term Incentive (LTI) program awarded in the form of equity.
• Inclusive, equal opportunity employer.
• Reasonable accommodation during the recruitment process.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree