Research Associate

Iris Asset Management Ltd.
Calgary (City), Alberta (CA)
Compensation will be competitive.
Jun 10, 2019
Aug 09, 2019
Industry Sector
Asset Management
Passed CFA Level II
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 as well as 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 II of the Chartered Financial Analyst program will be considered an asset
  • Strong understanding of accounting, financial statement analysis and security analysis principles
  • Microsoft Office (Excel, in particular) competency and proficiency is required

Essential Skills

  • Strict personal integrity and work ethic
  • Methodical by nature with a strict 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 in equity research will be considered an asset
  • The candidate should be serious about, positioning him/herself, for a career in equity research


  • Compensation will be competitive

To apply, please submit your cover letter, CV and university transcripts to:

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