We are seeking an Associate Director / 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.ResponsibilitiesResponsible for own sectors and relevant companies within those sectors, making stock recommendations to US equity mandates.Cover both large and small capitalization companies within coverage sectors, contributing to 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 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 portfolio analysis and respond to ad hoc research requests.Qualifications5+ years experience in analyzing companies, building financial models, and making stock recommendations.Undergraduate degree in finance, economics, accounting, or related discipline; progress toward or completion of a professional designation (e.G., CFA)



is an asset.Strong analytical and quantitative skills with 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 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.Proficiency in financial data platforms and analytical tools; experience with Bloomberg or similar systems is an asset.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.Personal AttributesCurious, 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.BenefitsA work environment where learning and development merge with a collective pursuit of excellence.A healthy, protected, 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, and much more.The base salary for this role is between $125,000 - $175,000 CAD annually.#J-18808-Ljbffr

📌 Associate Director / Senior Analyst, Thematic Equities - C$125,000 - C$175,000 A Year (Toronto)
🏢 iA Financial Group (Industrial Alliance)
📍 Toronto