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Associate, Equity Research

Requisition ID: 100143Join the Global Community of Scotiabankers to help customers become better off.




Research Associates play an integral role in the Equity Research department by providing crucial assistance to our Equity Research Analysts.  Individuals in this role are learning and developing the techniques and skills necessary for investment analysis and research of securities. The Research Associate works closely with the Research Analyst to develop financial forecasts and provide recommendations on stocks.  Associates typically acquire an in-depth understanding of the financial and operational issues within a particular sector, gaining valuable skills, knowledge, and relationships. The Associate position is suitable for a bright, hard-working individual who is passionate about learning, analyzing financial statements, and the capital markets. This position is based in Toronto.


Qualifications & Skills:

An MBA, Masters of Finance degree, CPA or enrolment in/completion of the Chartered Financial Analyst (CFA) program is preferred
Work experience in an accounting, financial, analytical, corporate development or M&A capacity is preferred
Sector knowledge would be an asset
Capital Markets knowledge/experience
Strong accounting, financial modeling, graphing, and analytical skills
Experience using Bloomberg and FactSet
Excellent command of Microsoft Suite, with a particular emphasis on advanced Excel skills
Strong written and verbal communication skills are essential to succeeding in this role
Ability to perform under pressure and meet tight deadlines, sometimes for extended periods of time
Ability to multi-task and manage several on-going projects at the same time
Self-motivated, hardworking, inquisitive, enthusiastic and detail-oriented

Major Accountabilities:

Perform comprehensive financial statement analysis and create and maintain financial models
Conduct in-depth industry analysis and research using industry and financial sources
Collect, consolidate and interpret company and industry data
Assist in writing research publications and morning comments
Follow overall market news and evaluate market data to assess short and long-term trends
Generate tables and graphs
Prepare marketing presentations for the analyst’s meetings with internal and external clients
Communicate and handle enquiries from institutional investors on the analyst’s behalf
Develop and maintain connections with investor relations and management of companies under coverage group
Liaise with sales, trading and other areas of the firm within regulatory guidelines and under the analyst’s supervision

Evening and weekend work is required.


NB these roles are open to experienced-hire-applicants too, not just graduates.  As such, please apply with a resume and not just your Plum profile.

Location(s):  Canada : Ontario : Toronto 

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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