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About the role
Key responsibilities & impact- Provides a high-quality and timely review of all products across the global research platform
- Ensures that all research is compliant with FINRA, CIRO, and jurisdictional rules and regulations and company policies and procedures
- Reviews all research intended for the public, including but not limited to notes, reports, marketing presentations, invitations, videos, and podcasts
- Ensures timely release of all research
- Confirms the investment thesis and valuation of an equity security are clearly presented, justifiable, and form a reasonable basis for the rating
- Ensures that research reports are balanced in their language and presentation, with risks to the investment properly conveyed
- Validates that financial figures and estimates are applicable to the report and are properly updated throughout
- Ensures proper company and other disclosures are present in reports and adhere to regulatory requirements
- Determines that information presented is publicly available and appropriately attributed
- Functions as a proficient user of the firm’s research publishing system (BlueMatrix) to confirm research reports are properly scheduled and distributed to clients
- Liaises with research analysts to address language, regulatory concerns, numerical inconsistencies, and issues with logic and clarity
Requirements
What you’ll need- Minimum 5+ years of experience as a Supervisory Analyst at a securities firm
- Ability to commit to specified working hours
- Bachelor’s Degree
- Holds, or is willing to obtain within six months, CIRO-recognized proficiency for research approval (e.g., valid PDO under current CIRO transition and expiry rules, or new CIRO Supervisor Exam)
- Experience reviewing both equity and macro research an asset
- Ability to prioritize and work on multiple projects while working under tight deadline pressure
- Strong editing and proofreading skills
- Highly organized approach to work with a meticulous attention to detail, especially during busy periods
- Excellent verbal and written communication skills
- Knowledge of Microsoft Word, PowerPoint, and Excel
- Experience with BlueMatrix publishing system preferred
- Conservative mindset when reviewing materials from a compliance, regulatory, and reputational perspective
Benefits
Comp & perks- Medical coverage
- Paid time off
- Career development
- Reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Research ComplianceFinancial AnalysisEquity Research ReviewMacroeconomic Research ReviewAttention To Detail
Soft Skills
Excellent Communication SkillsHighly OrganizedAbility To Work Under Pressure
Certifications
Bachelor's DegreeCIRO-recognized Proficiency
