Research Associate, Equities

Role: Research Associate, Equities

Hours: Full-time

Location: Hybrid; Remote and On-site at our Calgary office, some off-site locations as required (meetings/events)

Salary: Market

Start Date: Negotiable

Closing Date: 4:00PM MDT, February 28th, 2025

THE ROLE

A Research Associate supports QV’s investment team, aiding in the analysis of equities. Preference will be given to individuals with a keen interest in investing. The successful candidate will be expected to embrace QV’s team-based culture, which supports an environment of mutual respect and shared rewards.

WHO WE ARE

QV Investors is an employee owned, discretionary investment management firm managing portfolios on behalf of institutional and private clients. QV is committed to investing, supporting, and empowering our people. Founded in 1996, QV stands for “Quality” and “Value”, characteristics that resonate through the firm’s culture and investment principles.

VISION, MISSION, AND VALUES

Our mission is to provide exceptional investment management by constructing portfolios that grow income and capital while minimizing the risk of loss. To achieve this, we continuously invest in our people and offer regular communication to all our stakeholders. Providing excellence in investment management and client service along with the best security selection, portfolio management, and communications for our clients is our key vision. We achieve both our vision and mission through the values that make up the core of our firm.

These values include:

• Clients First: Our clients’ success defines our success.
• Integrity: We operate with candor, respect, and professionalism.
• Excellence: Through continuous improvement, we strive for excellence in everything we do.
• Teamwork: Working towards shared goals gives us strength to achieve more.
• Accountability: As owners, we hold ourselves to a higher standard.  

MAIN RESPONSIBILITIES

Supporting the Investment Committee

• Risk management, performance attribution, research, and analysis of current and prospective investments
• Constructing and maintaining financial models
• Conducting calls and meetings with analysts and industry experts 
• Supporting client service and other administrative duties as needed  

CANDIDATE REQUIREMENTS

What we’re looking for:

Professional

Required

• A minimum of 1-5 years of relevant experience in investment research, accounting, investment banking or related financial services
• Bachelor’s degree with excellent academic credentials
• Completion or partial completion of the Chartered Financial Analyst (CFA) Program  

Who you are:

An individual with…

• Strong analytical and quantitative skills, including intermediate to above-average knowledge of Excel, accounting, and finance
• Team-player mentality with exceptional communication and collaborative skills
• Solid work ethic and self-motivation
• Desire to pursue excellence through continuous improvement and self-leadership  

WHAT WE PROVIDE

• A hybrid work environment.
• A competitive salary that reflects industry levels.
• A comprehensive health benefits program and access to confidential family assistance services.
• Five personal “Quality” (Q) days, with pay, per annum to provide flexibility and support to the personal well-being of our team members.
• A central office location with secure bike storage and on-site gym access with complimentary fitness classes offered.
• QV’s Short-Term Bonus Plan
• The opportunity to participate in equity ownership of the firm. 

COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

Varied perspectives and skillsets have the potential to enhance decision making, promote continuous improvement and enrich our collaborative culture. Diversity in many forms (including but not limited to diversity in experiences, backgrounds, cultures and ideas) is therefore considered alongside an unbiased assessment of merit and qualifications when seeking the best possible candidate for each employment opportunity. 

Teamwork is a key tenet of our culture; we strive to ensure all QV’ers feel empowered to use their diverse perspectives and experiences in pursuit of our shared goals. We provide all individuals in all roles with opportunities to learn, grow, and benefit from an environment of mutual respect.

To apply, email your cover letter and resume to careers@qvinvestors.com with the heading “Research Associate, Equities”. Candidates without cover letters may not be considered.

We thank all applicants in advance and advise that only candidates selected for an interview will be contacted.