Role Purpose:
The Equity Research Analyst will provide independent company and sector coverage within their sector. Through rigorous fundamental research, financial modelling and valuation, the Analyst will develop differentiated investment insights and actionable recommendations for portfolio managers.
This role is related to a vacancy and can be based from our Toronto or Boston offices.
Key Responsibilities:
- Conduct in-depth fundamental research on companies and industries within their coverage sector.
- Develop and maintain financial models, forecasts, scenario analyses and equity valuations.
- Generate new investment ideas and present clear, well-supported recommendations to portfolio managers.
- Monitor existing investments against their original thesis, valuation, catalysts and key risks.
- Identify and communicate material changes in company fundamentals, earnings expectations and investment conviction.
- Build relationships with company management teams, industry experts and other research sources.
- Prepare concise written research and deliver persuasive investment presentations.
- Monitor economic, political, regulatory and industry developments affecting investment decisions.
- Contribute to portfolio discussions and constructive investment debate across the team
- Share sector expertise and support the development of analysts and associates.
What You Bring:
Qualifications:
- A minimum of five (5) years of relevant equity research, investment analysis or industry experience.
- Undergraduate degree in business, finance, economics, accounting, engineering or another relevant discipline.
- Strong financial-statement analysis, forecasting, valuation and financial-modelling skills.
- Demonstrated ability to generate investment insights and communicate. recommendations with clarity and conviction.
- Sound knowledge of corporate finance, public equity markets and the energy or biotechnology sector.
- Strong written, verbal and presentation skills.
- Intellectual curiosity, sound judgment and the ability to work independently within a collaborative team.
- High ethical standards and a strong commitment to client outcomes.
Preferred Qualifications:
- CFA designation or active progress toward the designation.
- MBA, Master of Finance, CPA or another relevant professional qualification.
- Experience covering energy or biotechnology would be an asset.
- Proficiency with Bloomberg and financial-modelling tools; familiarity with quantitative research or data analytics is an asset.
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No unsolicited agency referrals please.
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