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Senior Analyst, Equities

Job ID : 5427
Category : Finance
Brand : Definity
Regular/Temporary : Regular
Fulltime/Parttime : Full Time
Location : Toronto, Canada

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Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong roots that date back to 1871, Definity has grown to become a digital leader in the insurance industry. We’re proud to help our clients and communities adapt and thrive in a world of constant change.

Our promise to you: It’s better here. Why? Because we CARE, and we provide an employee experience that’s collaborative, ambitious, rewarding, and empowering.

Our ambition is to be one of Canada’s leading and most innovative P&C insurers. Come be a part of our journey, and love what you do.

Role Location: Hybrid

The Investment department, which manages over $5 billion is assets, is critical to the profitability of the company as investment returns have been a significant contributor to corporate profits.  

The Analyst, Equity Investments, will have primary responsibility for fundamental analysis of Canadian equities in a variety of sectors. You will be responsible for the generation of investment ideas for consideration in the equity portfolio. The position works directly with the Portfolio Manager - Equity Investments and the Assistant Portfolio Manager - Equity Investments.

What can you expect in this role?

  • Fundamental Analysis:
    • The Analyst will be responsible for fundamental analysis of Canadian equities in several sectors of the portfolio. Coverage of additional sectors may be allocated on a go-forward basis. This research will include in-depth financial statement analysis. The ability to create a financial model will be important. Analysis of all pertinent risk factors is required including political, regulatory and industry information. Accuracy and attention to detail will be essential.
  • Portfolio Management:
    • The Analyst, Canadian Equities will also have responsibility for generating investment ideas in their area of sector coverage. Comprehensive research supporting the recommendation will be required. The Analyst is tasked with daily review of all pertinent market information within their sectors of coverage to provide value added input to overall portfolio management.
  • Investment Information Reporting:
    • The Analyst will be responsible for both verbal and written reporting with respect to their coverage sector. This reporting will include but not be limited to conference calls, earnings reports, important company events and sector conferences. The Analyst will also be tasked with a variety of internal reporting on an ad hoc basis.
  • Investment Performance Reporting:
    • Quarterly reporting and creation of presentation materials for the Board of Directors and Senior Executives (CEO, CFO). Constantly liaise with the ERM department in order to provide up-to-date information on the portfolios' risk limits.

What do you bring to the role?

  • A degree in a quantitative discipline (engineering, science) or business/economics/finance is required
  • Enrolment in, or completion of the CFA designation is essential
  • 1-3 years’ experience in the Financial Services industry
  • Excellent quantitative and analytical skills required to appropriately evaluate the investment potential of equity assets
  • Report writing/presentation skills
  • Organizational/time-management skills
  • A highly motivated team player who ‘thinks outside the box’
  • A desire to learn and expand your skill set
  • A demonstrated enthusiasm for public market investing
  • The ability to work under pressure

We also take potential into consideration. If you don’t have this exact experience, but you know you have what it takes, be sure to give us more insight through your application and cover letter.

Go ahead and expect a lot — you deserve it, and we’ve got it: 

  • Hybrid work schedule for most roles
  • Company share ownership program
  • Pension and savings programs, with company-matched RRSP contributions
  • Paid volunteer days and company matching on charitable donations
  • Educational resources, tuition assistance, and paid time off to study for exams
  • Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
  • Wellness and recognition programs
  • Discounts on products and services

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by contacting: [email protected]

Background checks
This role requires successful clearance of a background check (including criminal checks and leadership references).

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