Role Purpose:
The Equity Research Associate supports analysts and portfolio managers through fundamental company and industry research, financial modelling and valuation analysis. The Associate contributes to the evaluation and monitoring of investment opportunities and communicates research findings to support investment decision-making, while developing investment expertise through hands-on experience and mentorship.
This vacancy is related to a promotion and can be based out of our Toronto or Boston offices.
Position Responsibilities
- Support fundamental company and industry research to evaluate potential investment opportunities and monitor existing holdings.
- Prepare and maintain financial models, earnings forecasts and valuation analyses under the guidance of research analysts.
- Prepare research summaries, earnings updates and presentation materials for internal investment discussions.
- Analyze financial statements, company results and industry developments, highlighting key findings and investment implications.
- Maintain company and industry research data, checking information for accuracy and consistency.
- Participate in research discussions and contribute questions and insights to support the team’s investment process.
- Monitor company announcements, earnings releases and relevant economic and market developments.
Teamwork:
- Collaborate with analysts, associates and portfolio managers to support research activities and shared team objectives.
- Build positive working relationships within and across teams.
- Prioritize tasks effectively and deliver accurate, timely work.
Additional Opportunities:
- Build financial modelling and valuation expertise through hands-on research alongside experienced analysts.
- Gain exposure to other investment disciplines, including fixed income, through collaboration across investment teams.
- Participate in investment-related meetings, including macroeconomic discussions and idea-generation sessions with portfolio managers, equity analysts and fixed income analysts.
- Develop financial research skills through buy-side experience and access to sell-side research reports.
- Receive ongoing mentorship and feedback to support learning and career development.
What You Bring:
Skills and Experience:
- Intellectual curiosity, sound analytical judgement and a demonstrated interest in investing.
- Foundational knowledge of financial accounting, financial statement analysis, modelling and equity valuation.
- Relevant experience in equity research, investment management, investment banking, accounting or a related analytical role, including experience gained through internships or co-op placements.
- Strong Excel skills and proficiency in PowerPoint are required.
- Strong written and verbal communication skills, including the ability to summarize research findings clearly and concisely.
- Ability to work independently on assigned tasks and collaboratively within an investment team.
- Strong attention to detail and the ability to manage competing priorities and meet deadlines.
Education:
- A completed undergraduate degree in finance, accounting, economics, mathematics, engineering or a related discipline, or equivalent relevant experience.
Compensation:
The anticipated base salary range for this role is CAD $85,000 - $120,000 annually. Where applicable, variable compensation components (e.g., annual bonus, commissions, etc.) will exceed this range. Actual compensation will be determined based on many factors such as role location (Boston will be in USD), candidate experience / qualifications, market conditions, and internal equity.
AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.
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