Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Empire Life is looking to hire an Investment Analyst to join our US Equities team! We are actively seeking candidates to fill a current, open position.

Why pursue this opportunity
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

Hone your skills - this is an opportunity that allows for you to grow your technical, and functional skills

What you’ll be working on

Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports and industry publication

Review Annual Reports, Quarterlies and Proxy Statements

Conduct regular meetings with management teams of companies both in our portfolio and investment universe

Attend industry and company events to gather information such as investors day, company tours and industry conference

Analyze financial information relating to companies via annual reports, quarterly reports and investor presentations

Write research reports and present to management to assist in key portfolio decision making

Construct stock screens using software such as Bloomberg to filter database of companies to identify potential investment ideas

Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes





Determine both buy and sell targets for companies based on a combination of all the qualitative and quantitative information collected

Present investment ideas to the broader Investment Team

Keep abreast of portfolio strategy, developments in the Canadian and Global economic and political environment and fluctuations in the capital markets

Maintain statistics on the portfolio regarding exposures, company information and valuation parameters.

Communicate portfolio positioning ideas to the portfolio managers

Perform other special projects related to investment or theme ideas for the Portfolio managers as required

Market individual fund management capabilities including making presentations to existing and potential clients

What we’re looking for you to have

2+ years experience in investment research or related positions

Completion of a university degree with courses in finance, investments, economics, mathematics, statistics, ethics

CFA or working toward designation

Passionate about capital markets, investing and global macroeconomics

Well-developed analytical and reasoning skills

Strong research, financial modeling and risk management skills with a thorough understanding of various investment valuation concepts

Self-starter with the ability to work effectively and autonomously

A collaborative mindset with the ability to constructively challenge ideas

Strong analytical curiosity and a commitment to thorough problem-solving

A dedicated work ethic, with the stamina required for a fast-paced environment.

Clear written and verbal communication skills





Ability to plan tactically or plan strategically with attention to detail/accuracy

If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

Competitive salaries with annual pay increases

Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions

A comprehensive employer-funded perks package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account

Flexible work arrangements and an annual allotment of personal health days.

Four weeks annual vacation from hire date

A defined contribution pension plan with generous employer matching

Top up programs for parental leave and compassionate leave

Employer-sponsored wellness and recognition programs

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. A pplicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [email protected] .

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📌 Investment Analyst - US Equities (Ontario)
🏢 Empire
📍 Ontario