Junior Equity Analysts
Junior Equity Analysts will be assigned a sector to cover and will directly report to the respective Portfolio Manager (PM). Junior Analysts will conduct research within their sector, perform detailed security analysis, and assist the PM by evaluating investment recommendations. Junior Analysts will also help compile information to create investment proposals and presentations. The ideal candidate should have a strong interest in finance, demonstrate a proactive approach to learning, and ideally have experience with security analysis, although not required as this is an entry-level role intended to offer exposure to students early in their programs.
*Serves as a 2nd year student. Applications open in Winter 2027 for 1st year students. Two positions per sector.
*Serves as a 2nd year Asper student. Applications open in Winter 2027 for 1st year students. Two positions per sector.
Requirements
Student Requirements
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Be a current Bachelor of Commerce student at the Asper School of Business, or a University 1 student intending to transfer to Asper. Offers to U1 students are conditional on admission to the Bachelor of Commerce program before the Fall 2027 term.
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Register for courses as a full-time or part-time student during the Fall 2027 and Winter 2028 semesters.
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Have a minimum cumulative GPA of 3.25 at the time of application. Students with a GPA of 3.50 or higher will receive preference.
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Have not previously completed, or been enrolled in, FIN 2010.
Course Expectations
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Complete all FIN 2010 prerequisites before the Fall 2027 term: MATH 1524, ECON 1010, ECON 1020, STAT 1000, and ACC 1100.
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1st year students need written permission from the Dean's office, or a class override from the program office, to register. You can request one early or take ACC 1100 in Summer 2027. It must be completed before FIN 2010 begins.
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Enroll in and complete, with a minimum grade of B+:
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FIN 2010 Introduction to Finance in Fall 2027
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FIN 3002 Applied Asset Management in Winter 2028
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Junior Equity Analysts who do not earn a B+ may finish their term, but may not be eligible to advance to Equity Analyst and Portfolio Managers.
Work Terms
PSMIF is flexible around internships and co-op terms during Fall and Winter. Summer internships are welcomed and encouraged.
Additional Interviews
If a position opens after recruitment closes, additional interviews may be held. Candidates must meet all requirements.
Responsibilities
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Developing in-depth knowledge and understanding of their assigned sector and the companies within it.
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Analyzing company financial statements, annual reports, MD&A’s, earnings conference calls, and any other relevant information.
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Preparing equity research reports.
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Assisting their team with preparing and presenting investment recommendations to the investment committee.
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Staying informed on relevant macroeconomic events and sector-related news.
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Additional duties as they arise.