Opportunity Description
Elevate your investment expertise with Equitable as an Investment Analyst in Waterloo, ON. Contribute to fund manager analysis and due diligence in a hybrid work model.
Equitable is looking for a dedicated Investment Analyst to join their collaborative Asset Strategy team. You'll provide essential insights by monitoring fund performance, analyzing risk metrics, and enhancing investment processes using tools like Bloomberg and Morningstar. This role emphasizes teamwork and stakeholder interaction, making it ideal for professionals passionate about investment research and governance.
Key Responsibilities:
• Conduct investment monitoring and due diligence on fund managers
• Analyze performance data and align with investment strategies
• Support product initiatives and industry research
• Build databases to enhance fund tracking and reporting
• Monitor market trends for risk context
Requirements:
• Bachelor’s or Master’s in Finance or related field
• 2-3 years...
Equitable is looking for a dedicated Investment Analyst to join their collaborative Asset Strategy team. You'll provide essential insights by monitoring fund performance, analyzing risk metrics, and enhancing investment processes using tools like Bloomberg and Morningstar. This role emphasizes teamwork and stakeholder interaction, making it ideal for professionals passionate about investment research and governance.
Key Responsibilities:
• Conduct investment monitoring and due diligence on fund managers
• Analyze performance data and align with investment strategies
• Support product initiatives and industry research
• Build databases to enhance fund tracking and reporting
• Monitor market trends for risk context
Requirements:
• Bachelor’s or Master’s in Finance or related field
• 2-3 years...
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