Research Operations Associate

This is a fully remote position, open to applicants in Canada.

📋 Description

• Optimize the creation of weekly schedules to ensure the Global Equity Research team is set for rapid output.

• Design and enhance data-driven reporting structures for predictive models, facilitating strategic prioritization of workflows and resource management.

• Conduct thorough gap analyses to identify opportunities for coverage expansion.

• Review, assess, and resolve vendor data inquiries and entity-related issues.

• Act as a subject matter expert on coverage lifecycle events.

• Evaluate current workflows and technical documentation to improve departmental scalability and efficiency.

• Integrate internal KPIs and client engagement metrics into comprehensive performance reports.

• Oversee user access and permissions across the suite of proprietary tools used by the Research team.

⛳️ Requirements

• A Bachelor's degree in Finance, Economics, Data Analytics, Mathematics, or a closely related quantitative discipline.

• At least 1 year of experience in finance or a comparable analytical field, or equivalent experience gained through internships and coursework in statistics, financial accounting, or business analytics.

• Proficiency in Excel (including VLOOKUPs/XLOOKUPs, Index-Match, Pivot Tables, Data Validation, and basic Macro/VBA), SQL for database queries, and Python (Pandas) for automating repetitive data tasks.

• Basic experience with Tableau or Power BI; knowledge of Bloomberg, FactSet, or S&P Capital IQ is advantageous.

• A meticulous approach to data entry, maintenance, and accuracy.

• Capability to write clear Standard Operating Procedures (SOPs) for repeatable workflows, while balancing recurring deliverables with ad-hoc requests from senior analysts; must be available to work during EST hours.

🏝️ Benefits

• Performance-based bonus

• Equity

• Generous benefits program