Posted in

Associate – Public Equities – Technology Sector

Associate – Public Equities – Technology Sector

CompanyHealthcare of Ontario Pension Plan
LocationToronto, ON, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • University degree in a Liberal Arts, Business/Commerce, or Math/Sciences/Engineering discipline.
  • CFA designation is an asset but not a requirement.
  • 2-6 years of experience in Investment Banking, Equity Research, Private Equity, Buy-Side Research, or Management Consulting is an asset, but other relevant backgrounds will be given strong consideration.
  • Programming ability in one or more languages to manipulate data and generate well-formatted output is an asset.
  • Clear written and verbal communication skills.
  • Keen interest in Public Equities as an asset class, and deep enthusiasm for the broader capital markets.
  • A consistent record of excellence and accomplishments.
  • Strong work ethic, a positive, adaptable, and enthusiastic approach to learning and collaborating, flexibility to take input from multiple team members to advance various team priorities.

Responsibilities

  • Provide coverage of 20–25 Canadian and U.S.-listed companies, mainly in the Information Technology sector. Maintain comprehensive research files for each company. The Associate will also help in maintaining a centralized database of valuation inputs.
  • Prepare and update sector-level analytics such as comp sheets and benchmarking tools. Provide insights on the impact of technological and market trends on covered companies and assist in evaluating portfolio and risk implications.
  • Assist in due diligence for IPO and pre-IPO opportunities by attending investor meetings and preparing notes, business profiles, valuation models, and peer comparisons.
  • Contribute to refining research workflows by trialing new tools, using programming or automation to improve data handling and analysis. Help build databases or BI dashboards to support team efficiency.
  • Support broader team operations including trade analysis, risk management, and performance tracking. Provide administrative support as needed to facilitate daily team functions.

Preferred Qualifications

  • CFA designation is an asset but not a requirement.
  • 2-6 years of experience in Investment Banking, Equity Research, Private Equity, Buy-Side Research, or Management Consulting is an asset, but other relevant backgrounds will be given strong consideration.
  • Programming ability in one or more languages to manipulate data and generate well-formatted output is an asset.