Co-op Student - Private Investments at Equitable

Waterloo, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

05 Aug, 26

Salary

60000.0

Posted On

07 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Monitoring, Credit Reviews, Due Diligence, Underwriting, Financial Analysis, Excel, PowerPoint, Word, PowerBI, Research, Analytical Abilities, Interpersonal Skills, Written Communication, Verbal Communication, Organizational Skills, Presentation Skills

Industry

Insurance

Description

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes. In this role you will be completing annual reviews on investments in our portfolio. If you have strong written and oral communication skills, with experience working in Excel, PowerPoint and Word, this role is for you! Join one of the region’s top employers and be part of something that truly makes a difference. Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement Important Application Instructions: This role is open only to students currently enrolled in a formal co-op program through their post-secondary institution. To confirm your eligibility, please upload proof of co-op enrollment (e.g., a letter from your school or a screenshot from your student portal, Work Term Record/Transcript etc.). You will have the option to upload this document during the Candidate Information section at the bottom of the application form. Applications without proof of co-op eligibility may not be considered. What you’ll do: Support senior members of the Private Investments team with the monitoring of existing investments in the Private Placement portfolio to ensure compliance with respective terms and conditions and perform written credit reviews with recommendations for approval by Senior Management Assist the Senior Commercial Account Manager in performing effective control and performance functions in the Commercial Mortgage portfolio including the annual review process, recognizing increased risks and potential defaults, and administering borrower requests Assist with the due diligence and underwriting of prospective investments including the preparation of detailed written investment proposal memorandums supporting recommendations for approval by Senior Management Assist in the evaluation and/or preparation of management reports for credit amendments or problematic accounts Provide support in the ongoing management of the Private equity portfolio What you’ll bring: Candidates must be currently enrolled in a post-secondary program that includes a Co-operative (Co-op) work component Currently enrolled in Bachelor of Business Administration, Bachelor of Accounting and Financial Management, or Bachelor of Mathematics with Financial Analysis and Risk Management An interest in and aptitude for investments with a willingness to learn Solid written and verbal communication and presentation skills Strong analytical abilities and interpersonal skills Excellent research skills Strong organizational skills with an ability to manage multiple priorities Strong knowledge of Excel, Word, and PowerPoint PowerBI an asset What’s in it for you: Career Growth: Regular learning sessions and development opportunities, plus our Co-op Student Buddy Program, “Equitable Crew” Total Rewards: Allowance provided in place of vacation pay and benefits Flexibility: Healthy work-life balance with employee wellness always top of As part of the recruitment process, please upload a copy of your Transcript. At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help. Your base pay will follow your school’s recommended co-op earnings guidelines, ensuring fair and consistent compensation for your placement. If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. Reports To: Manager, Credit Department: Private Investments Work Term: September 2026 – December 2026 This position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy. #LI-Hybrid

Responsibilities

Support the Private Investments team by monitoring existing portfolios, performing credit reviews, and assisting with the underwriting of prospective investments. The role also involves preparing investment proposal memorandums and management reports for credit amendments.