Analyze public equities and monitor portfolios as an Equity Research Portfolio Associate at Onni Group’s downtown office. Apply financial modeling and valuation expertise. This mid-level position supports research and management of a private portfolio of publicly traded equities. You will evaluate companies, industries, market trends, financial statements, valuation measures, earnings results, and company news. Your analysis will help the portfolio manager assess opportunities, risks, and performance through clear recommendations. Key Responsibilities:
Research public companies, industries, and market trends Prepare equity valuations, investment summaries, and recommendations Monitor portfolio performance, concentration, risk, and key indicators Build DCF, comparable-company, and scenario-analysis models Support trade and portfolio decisions under portfolio manager direction Requirements:
Minimum three years’ equity research or investment analysis experience Experience evaluating publicly traded companies directly Strong financial statements, valuation, and portfolio management knowledge Proficiency with Excel, Bloomberg, and Capital IQ Bachelor’s degree in finance, economics, accounting, or related discipline Bring rigorous equity research, valuation, and portfolio monitoring skills to Onni’s private investment portfolio in an in-office setting.
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Equity Research Portfolio Associate in Vancouver employer: Onni Group
Onni is an exceptional employer that fosters a collaborative and innovative work culture in the vibrant city of Vancouver. With a strong commitment to employee growth, we offer ample opportunities for professional development and career advancement within the dynamic field of real estate development. Our team enjoys competitive benefits and the unique advantage of working on impactful projects that shape communities, making every day at Onni both meaningful and rewarding.
