Equity Analysts
Equity Analysts will be assigned a sector to cover and will directly report to the respective Portfolio Manager (PM). Analysts will conduct research within their sector, perform detailed security analysis, and assist the PM by evaluating investment recommendations. 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 have knowledge and/or experience with security analysis.
*Serves as a 3rd or 4th year student. Applications open in Fall 2026 for 2nd and 3rd 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.
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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 of 24 credit hours completed at the time of application.
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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 completed, or be enrolled in during Fall 2026, FIN 2010 Introduction to Finance with a minimum grade of B+, and complete the Bloomberg Market Concepts (BMC) course.
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Have completed, or be enrolled in during Winter 2027, FIN 3002 Applied Asset Management (or the former FIN 4230) with a minimum grade of B+.
Note
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If you have completed or are enrolled in FIN 2010, you are not eligible for Junior Equity Analyst. Apply as an Equity Analyst, or a higher position if eligible
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PSMIF is flexible around internships and co-op terms during Fall and Winter. Summer internships are welcomed and encouraged.
Skills Required
Conditions of Offer
Additional Interviews
Experience working with Microsoft PowerPoint and Excel
If FIN 2010 or FIN 3002 is not yet completed, your offer is conditional on earning a minimum grade of B+ in that course. The offer will be withdrawn if either requirement is not met.
If a position opens after recruitment closes, additional interviews may be held. Candidates must meet all requirements. Those still completing FIN 3002 may be considered, with offers conditional on a final grade of B+ or higher.
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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Creating financial models and performing various methods of security analysis.
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Preparing equity research reports.
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Assisting the PM with preparing and presenting investment recommendations to the investment committee.
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Reviewing, analyzing, and providing feedback on investment proposals to other sector groups.
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Staying informed on relevant macroeconomic events and sector-related news.
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Assisting the PM with compiling quarterly financial reports.
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Additional duties as they arise.