April 27
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• Assist with the production of weekly earnings schedule reports for the research team. • Produce and maintain reports to be used within predictive models to drive the prioritization of the research teams’ updates. • Manage and evaluate data to improve business operations and test solutions where applicable. • Produce and maintain templates used for tracking internal KPIs. • Perform analysis to identify gaps in coverage and inform prioritization of coverage expansion. • Monitor, summarize, and communicate important public company and exchange information within the research team’s coverage universe. • Conduct analysis of existing processes and documentation and improve where applicable. • Advise Equity Research team to changes in coverage due to delisting, acquisition, etc., and facilitate the change. • Support and maintain user management across various tools used by the Research team. • Provide support and training on processes within the department.
• Bachelor’s degree in business, accounting, or finance. • Knowledge of financial statements and models. • Strong analytical skills and attention to detail. • Strong organizational skills, with the ability to meet time-sensitive deadlines. • Strong communication skills and highly team oriented. • Ability to learn quickly and perform under pressure. • Strong PC skills, specifically in Microsoft Excel and Google Workspace. • Strong Tableau knowledge and skills an asset. • Ability to prioritize work and multi-task responsibilities. • Ability to work independently and collaborate effectively within a team environment.
• Comprehensive medical, dental, and vision plans. • Paid parental leave for all parents. • Unlimited paid vacation, flexible work hours, and 11 observed paid holidays per year. • Award-winning culture with regular team-wide events designed to foster connections and promote creativity. • Generous employee referral bonus program. • The opportunity to attend peer-nominated quarterly DEI events. • Working for a thriving, performance-based company that values promoting from within, career advancement and transparency.
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