CLOSING DATE:

July 14, 2025
Opportunity
As a Senior Equity Analyst in the Global Insurance and Diversified Financials sector, you will lead sector research and contribute to AIMCo’s value-add by assessing fundamental investment candidates in the global Insurance industry. You will produce differentiated insights through extensive use of both primary (annual and quarterly reports, 10Ks, proxy filings, 13Fs, conference call transcripts, etc.) and secondary (broker reports, industry publications, fund manager commentaries, etc.) information sources, supplemented with direct interviews with corporate management teams. You will bring your knowledge and instincts with a primary research focus on compelling opportunities in the Insurance sector and demonstrate the ability to articulate investment recommendations with precision and conviction to a tight-knit, collaborative team.

Responsibilities Include:

• Build investment research reports, develop bespoke intrinsic valuations (including sensitivity and scenario analysis where relevant), and defend your recommendations both verbally and in writing
• Undertake investment screening and modeling using team resources such as S&P Capital IQ, Bloomberg, FactSet, Barra, etc
• Work in partnership with the Fundamental Equities leadership team and other team members in portfolio idea generation and due diligence
• Monitor industry trends and global market developments in search of mispriced securities and valuation anomalies and communicate research outcomes proactively
• Utilize industry research expertise and various expert networks in collaboration opportunities across Public Equities investment teams and other Asset Classes
• Build strong relationships with internal and external partners to help generate expert perspectives on Insurance and Diversified Financial sector value chains and emerging trends.
• Assist the Director, Fundamental Research with quarterly reviews of global Fundamental investor peer reviews

Our Ideal Candidate Qualifications:

• A passion for fundamental, research-driven investing.
• A deep understanding and perspective of global markets
• Patience, with a focus on long-term investment cases rather than quarterly earnings releases
• An undergraduate degree with top academic credentials.
• CFA and/or CBV, CAIA, CA, CMA designation
• Minimum of 10 years’ experience in financial statement review and/or preparation, focused on the Insurance sector
• Advanced knowledge of US Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS)
• A broad understanding of Fundamental Equities discretionary investment philosophy and approach
• Exceptional knowledge of Excel
• Advanced written and verbal communication abilities.
• A strong commitment to AIMCo’s core values of excellence, transparency, humility, integrity, and collaboration, and inspiring the same in others

Next Steps
We are excited to meet you. Please submit your resume or CV to be considered for this opportunity. Applications are being reviewed on a rolling basis and we will be in touch with any questions.
Final candidates will be asked to undergo a security screening, which includes a credit bureau and a criminal record investigation, the results of which must be acceptable to AIMCo.
ALERT - Be on the lookout for AIMCo career opportunities advertised through third parties that request an application fee or too much information. To verify, all opportunities are posted on aimco.ca/jobs
Just like our investments, our international team is stronger when we are diversified. At AIMCo, we draw upon the differences in who we are, where we come from, and the way we think to foster sophisticated solutions for Albertans. Doing business the right way means building an equitable organization inclusive of all races, genders, ages, abilities, religions, neurodiversity, identities, and lived experiences. Simply put, when you can show up as your authentic self every day, you and your team can truly thrive — all in service of our clients and their beneficiaries

• Build investment research reports, develop bespoke intrinsic valuations (including sensitivity and scenario analysis where relevant), and defend your recommendations both verbally and in writing
• Undertake investment screening and modeling using team resources such as S&P Capital IQ, Bloomberg, FactSet, Barra, etc
• Work in partnership with the Fundamental Equities leadership team and other team members in portfolio idea generation and due diligence
• Monitor industry trends and global market developments in search of mispriced securities and valuation anomalies and communicate research outcomes proactively
• Utilize industry research expertise and various expert networks in collaboration opportunities across Public Equities investment teams and other Asset Classes
• Build strong relationships with internal and external partners to help generate expert perspectives on Insurance and Diversified Financial sector value chains and emerging trends.
• Assist the Director, Fundamental Research with quarterly reviews of global Fundamental investor peer review