The Senior Analyst will support Investor Relations initiatives, manage relationships with analysts, prepare for meetings, and monitor industry developments, ensuring accuracy in key deliverables and corporate disclosures.
Join a Challenger
Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.
How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.
Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
The Senior Analyst, Investor Relations will be primarily responsible for supporting the Associate Director, Investor Relations and the VP & Head, Investor Relations on a variety of Investor Relations related efforts. The incumbent will be required to use his or her strategic thinking and analytical abilities to provide qualitative and quantitative input on IR focused initiatives.
The Core Responsibilities!
- Contribute to the quarter-end cycle by ensuring accuracy and timeliness across key deliverables, including (but not limited to) internal Board updates, earnings presentations and press releases, investor factsheets and marketing presentations
- Support in managing relationships with research analysts & associates by responding to inquiries, monitoring published reports and financial models (for tracking consensus); participate in analyst meetings to gather insights that could enhance investor disclosure
- Assist in preparing for investor meetings and industry conferences by coordinating logistics and schedules, developing investor profiles summaries and supporting Q&A preparation
- Monitor developments across the Canadian banking sector by reviewing peer earnings calls, industry publications, macroeconomic updates, and thought pieces from research analysts to inform internal perspectives and external messaging
- Oversee the maintenance and timely updating of EQB’s Investor Relations website to ensure accurate and current disclosure of corporate materials
- Contribute to the planning and execution of recurring events, including Investor Day, Annual General Meeting (AGM) and annual reviews with the credit rating agencies
- Maintain and update the client relation management (CRM) database to accurately track investor interactions, meeting notes and engagement history
- Attend industry conferences and leverage external resources to identify investor relations best practices and share relevant insights internally
- Collaborate with the Public Relations (PR) & Communications team on the development of non-quarter-end press releases
- Provide ad hoc support, research and analysis where required
Let's Talk About You!
- Undergraduate degree, preferably in Business, Finance or Accounting
- 3-5 years of relevant experience, preferably in a financial services
- Excellent analytical, modeling and problem-solving skills
- Excellent oral and written communication skills
- Proficient in using MS Office (Excel, Word, and PowerPoint)
- Experience with Bloomberg Terminal or Capital IQ
- Meticulous attention to detail
- Strong business acumen with proven ability to thrive in a high intensity environment
- Strong organizational skills with demonstrated ability to work under pressure and adhere to tight deadlines
- Excellent interpersonal skills with proven track record of developing relationships and maturity to interact with senior executives
- Ability to prioritize assignments, projects and multi-task within restricted time constraints
- Problem solver with sound judgment who takes initiative, accepts ownership and accountability
- Ability to work in ambiguously defined situations with minimal supervision
- Mature, confident, personable, professional presence
- Independent, self-motivated and enthusiastic
What we offer [For full-time permanent roles]
💰 Competitive discretionary bonus
✨ Market leading RRSP match program
🩺 Medical, dental, vision, life, and disability benefits
📝 Employee Share Purchase Plan
👶🏽 Maternity/Parental top-up while you care for your little one
🏝 Generous vacation policy and personal days
🖥 Virtual events to connect with your fellow colleagues
🎓 Professional development and comprehensive Career Development program
💛 A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
The incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.
We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
We can’t wait to get to know you!
Top Skills
Bloomberg Terminal
Capital Iq
MS Office
EQ Bank | Equitable Bank Toronto, Ontario, CAN Office
30 St Clair Avenue West, Suite 700, Toronto, Ontario, Canada, M4V 3A1
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