ATB Cormark Capital Markets Summer Student, Research

ATB Financial; Toronto; On-site; CAD 52,000 - 58,000; Full time

Job summary

ATB Financial is seeking a Summer 2027 Student to support the Research Team and a key project involving industry database manipulation, analysis, and deriving insights from data. The role is 100% onsite at either Calgary, AB or Toronto, ON, with compensation ranging between $38/hr and $42/hr based on experience.

You will create financial models, maintain industry databases, and assist in publishing research reports while collaborating with sales, trading and other areas within regulatory

Qualifications

• Pursuing a university degree focused on Finance, Business, Economics, Mathematics, Computer Science, Engineering or Geology.
• Must be willing and able to work onsite 100% at our office located in Calgary, AB or Toronto, ON.
• Passionate about investment research.
• Ability to conduct in-depth fundamental investment research.
• Strong accounting, financial modeling, technical and writing skills.

Responsibilities

• Create and maintain company financial models.
• Create exhibits suitable for supporting analysis and publishing.
• Maintenance of industry databases and company-specific spreadsheets as well as the use of industry-specific software.
• Assist in generating research publications including writing, editing, and final report preparation.
• Conduct primary research from industry and financial sources.
• Prepare and maintain marketing presentations as required.
• Liaise with sales, trading and other areas of the firm within regulatory guidelines.

Skills

Investment research

Data analysis

Financial modeling

Excel

Written communication

Education

University degree in Finance/Business/Economics/Mathematics/CS/Engineering/Geology

Tools

Bloomberg

Thomson Reuters

FactSet

Capital IQ

MS Excel

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

ATB Cormark Capital Markets is a wholly owned subsidiary of ATB Financial, an Alberta-based institution with offices in Calgary, Edmonton, Toronto and Denver. Together, we represent a highly specialized team of experts who provide a full suite of financial service solutions including:

• Advise on mergers and acquisitions, divestitures and private equity transactions
• Equity capital, debt capital and financial markets
• Corporate banking, loan syndications and project finance
• Institutional sales and trading
• Institutional research to leverage industry and sector insight

ATB Capital Markets is looking for a Summer 2027 Student to support our Research Team and a key project involving industry database manipulation, analysis, and developing insights from data.

This role will be working 100% onsite out of our Capital Markets office located in either Calgary, AB or Toronto, ON. This is a paid position with compensation ranging between $38/hr-$42/hr based on experience.

Accountabilities

• Create and maintain company financial models.
• Create exhibits suitable for supporting analysis and publishing.
• Maintenance of industry databases and company-specific spreadsheets as well as the use of industry-specific software.
• Assist in generating research publications including writing, editing, and final report preparation.
• Conduct primary research from industry and financial sources.
• Prepare and maintain marketing presentations as required.
• Liaise with sales, trading and other areas of the firm within regulatory guidelines.

Skills, experience & requirements

• Pursuing a university degree focused on Finance, Business, Economics, Mathematics, Computer Science, Engineering or Geology.
• Must be willing and able to work onsite 100% at our office located in Calgary, AB or Toronto, ON.
• Passionate about investment research.
• Ability to conduct in-depth fundamental investment research.
• Strong accounting, financial modeling, technical and writing skills.
• Experience working with market data sets and add-ins including Bloomberg, Thomson, FactSet and Capital IQ a plus.
• Must have extensive MS Excel experience.
• Excellent command of Microsoft Office (PowerPoint, Word, etc.).
• Need to possess strong written and verbal communication skills in both technical and non-technical forms.
• Ability to perform under pressure and meet tight deadlines, sometimes for extended periods.
• Ability to multitask and manage several on-going projects at the same time with a client-oriented focus.
• Self-motivated, hardworking and detail-oriented.
• Coding experience is an asset.

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.