Senior Analyst, Thematic Equities
About The Position
We are seeking an Senior Analyst, Thematic Equities (US equities) to support our Thematic Equity investment team through in‑depth fundamental research, financial analysis, and ongoing monitoring of portfolio holdings and investment opportunities. Reporting to the Thematic Equity Portfolio Management team, the Associate Director will play a key role in supporting informed investment decisions by delivering rigorous analysis, insights, and recommendations. This role is well suited to an individual with strong analytical skills, intellectual curiosity, and a solid foundation in equity markets who is looking to grow within an active investment management environment.
Requirements
- 5+ years experience in analysis of companies, building of financial models and making stock recommendations.
- Undergraduate degree in finance, economics, accounting, or a related discipline
- Strong analytical and quantitative skills, with demonstrated experience in financial modeling and valuation methodologies.
- Solid understanding of equity markets, company analysis, and key performance and risk drivers.
- Ability to synthesize complex information and communicate investment views clearly in both written and verbal formats.
- High level of attention to detail, intellectual rigor, and commitment to quality.
- Advanced Excel skills for financial modelling and scenario analysis
- Advanced proficiency in both French and English, as the role requires daily interaction—spoken, written, and through workshops—with both French- and English-speaking partners.
- Curious, proactive, and motivated to build expertise in US equity and Thematic investing.
- Strong organizational skills with the ability to manage multiple priorities in a deadline‑driven environment.
- Team‑oriented mindset with the ability to collaborate effectively while also working independently.
- Professional judgment and integrity, with an understanding of compliance and governance expectations in an investment management setting.
Nice To Haves
- Progress toward or completion of a professional designation (e.g., CFA) is an asset.
- Proficiency in financial data platforms and analytical tools; experience with Bloomberg, or similar systems is an asset.
Responsibilities
- Responsible for his own sectors and relevant companies within those sectors.
- Make stock recommendations to the different US equity mandates.
- Be involved in both large and small cap portfolios.
- Conduct fundamental company and sector research, including detailed financial modeling, valuation analysis, and assessment of business fundamentals.
- Support Portfolio Managers in investment idea generation, due diligence processes, and the ongoing monitoring of existing and prospective investments.
- Analyze portfolio and security performance, risk metrics, and peer comparisons using internal and external data sources (e.g., Bloomberg, Alphasense).
- Prepare high‑quality written research notes, investment briefs, and presentation materials for internal discussions and investment committee meetings.
- Collaborate closely with members of the US Equity team on broader portfolios analysis and respond to ad hoc research requests as required.
Benefits
- A work environment where learning and development merge with a collective pursuit of excellence
- A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
- The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
- Competitive benefits: Flexible group insurance
- competitive pension plan
- stock purchase plan
- vacation and wellness/personal development days
- telemedicine
- employee and family assistance program
- ergonomic furniture program
- performance bonus
- discounts on iA products
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1,001-5,000 employees
