Research Associate

Iris Asset Management
Calgary (City), Alberta (CA)
Compensation will be competitive
31 Mar 2023
30 Apr 2023
Industry Sector
Asset Management
Passed CFA Level I
Employment Type
Full Time

Research Associate Position

Iris Asset Management Ltd. is a Calgary-based investment management firm with an emphasis on Canadian and U.S. equity selection and portfolio management.

Job Description

  • Perform in-depth research on a specific set of Canadian and U.S. companies and industries
  • Build, maintain and analyze financial models and monitor market movement for trading opportunities among existing portfolio positions
  • Recommend securities consistent with Iris’ investment style that will add value to client portfolios
  • Generate written research reports, commentaries and presentations, as required
  • Participate in regular meetings with the Portfolio Manager and clients, when necessary, to communicate analysis and opinions

Education Requirement

  • Hold a Bachelor of Commerce, Master of Business Administration degree or accounting designation
  • Completion of Level I of the Chartered Financial Analyst program will be considered an asset
  • Deep understanding of accounting, financial statement analysis and security analysis principles
  • Microsoft Office (Excel, in particular) proficiency is required

Essential Skills

  • Strict personal integrity and work ethic
  • Methodical by nature with an exacting attention to detail
  • Strong analytical skills
  • Strong verbal and written communication skills
  • Self-motivated, independent and keen to work and contribute in a professional environment

Work Experience

  • Prior work experience in equity research will be considered a valuable asset
  • The candidate should be serious about, and positioning himself/herself, for a career in equity research


  • Compensation will be competitive

To apply, please submit your cover letter and CV.

Iris greatly appreciates the interest of all applicants, however, only those selected for interviews will be contacted.

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