Co-op Student Private Investments

The Opportunity: At Equitable we believegreat thingshappen when we work Canadian mutual company driven by purpose-putting people first and helping Canadians protect today and prepare for tomorrow. Ifyourepassionate about making a difference and growing your career in an inclusiveandcollaborative environmentwedlove to hear from culture is built on carepassionand curiosity. We put peopleabove all else strive to be our best and welcomenew ideasto deliver positive 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 regions top employers and be part of something that truly makes a 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 Application Instructions:This role is openonly to students currently enrolled in a formal co-op programthrough their post-secondary confirm your eligibility please uploadproof 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 youll 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 ManagementAssist 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 requestsAssist with the due diligence and underwriting of prospective investments including the preparation of detailed written investment proposal memorandums supporting recommendations for approval by Senior ManagementAssist in the evaluation and/or preparation of management reports for credit amendments or problematic accountsProvide support in the ongoing management of the Private equity portfolioWhat youll 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 ManagementAn interest in and aptitude for investments with a willingness to learnSolid written and verbal communication and presentation skills Strong analytical abilities and interpersonal skillsExcellent research skillsStrong organizational skills with an ability to manage multiple prioritiesStrong knowledge of Excel Word and PowerPointKnowledge of SQL and Python an asset Whats in it for you:Career Growth:Regular learning sessions and development opportunities plus our Co-op Student Buddy Program EQ CrewTotal Rewards:Allowance provided in place of vacation pay and benefitsFlexibility:Healthy work-life balance with employee wellness alwaystopof mind complementedby a dress for your day approach At Equitablewerecommitted to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us to paywill follow your schools recommended co-op earnings guidelines ensuring fair and consistent compensation for your to move forward our Talent Acquisition team will walk you through all the details of our total rewardsprogramso you know To: Manager CreditDepartment: Private Investments Work Term: May 2026 August 2026