Equity Research Associate

Crossover

. Support fundamental company and industry research to evaluate potential investment opportunities and monitor existing holdings .

Posted 10/30/2026full-timeToronto • CanadaJuniorMid-Level💰 CA$85,000 - CA$120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical skills and foundational knowledge in financial accounting, financial statement analysis, and equity valuation. Proficient in preparing financial models and research summaries while effectively collaborating within investment teams.

Highest-signal resume keywords

Financial AccountingFinancial Statement AnalysisEquity ValuationExcel ProficiencyPowerPoint Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModellingEarnings ForecastingValuation AnalysisResearch AnalysisData Accuracy Checking

Soft Skills

Analytical JudgementWritten CommunicationVerbal CommunicationAttention to DetailTask Prioritization

Industry Keywords

Equity ResearchInvestment ManagementInvestment BankingMacroeconomic AnalysisMarket Developments

About the role

Key responsibilities & impact

Support fundamental company and industry research to evaluate potential investment opportunities and monitor existing holdings
Prepare and maintain financial models, earnings forecasts and valuation analyses under the guidance of research analysts
Prepare research summaries, earnings updates and presentation materials for internal investment discussions
Analyze financial statements, company results and industry developments, highlighting key findings and investment implications
Maintain company and industry research data, checking information for accuracy and consistency
Participate in research discussions and contribute questions and insights to support the team’s investment process
Monitor company announcements, earnings releases and relevant economic and market developments
Collaborate with analysts, associates and portfolio managers to support research activities and shared team objectives
Build positive working relationships within and across teams
Prioritize tasks effectively and deliver accurate, timely work
Participate in investment-related meetings, including macroeconomic discussions and idea-generation sessions with portfolio managers, equity analysts and fixed income analysts

Requirements

What you’ll need

Intellectual curiosity, sound analytical judgement and a demonstrated interest in investing
Foundational knowledge of financial accounting, financial statement analysis, modelling and equity valuation
Relevant experience in equity research, investment management, investment banking, accounting or a related analytical role, including experience gained through internships or co-op placements
Strong Excel skills and proficiency in PowerPoint
Strong written and verbal communication skills, including the ability to summarize research findings clearly and concisely
Ability to work independently on assigned tasks and collaboratively within an investment team
Strong attention to detail and ability to manage competing priorities and meet deadlines
Completed undergraduate degree in finance, accounting, economics, mathematics, engineering or a related discipline, or equivalent relevant experience

Benefits

Comp & perks

Variable compensation components, where applicable, including annual bonus and commissions
Comprehensive and competitive total rewards package
Benefits
Retirement savings plans
Ongoing mentorship and feedback to support learning and career development
Exposure to other investment disciplines, including fixed income
Access to sell-side research reports