Equity Research Analyst (Toronto or Boston)

402 AGF Investments Inc.; Toronto; Presencial; CAD 70.000 - 120.000; Tempo integral

Resumo da vaga

AGF Management Limited seeks an experienced Equity Research Analyst to provide independent company and sector coverage. You will build sophisticated models, value equities, and present actionable ideas to portfolio managers.

The role can be based in Toronto or Boston and requires strong communication and ethical standards. You will conduct in-depth research, monitor investments, and contribute to team discussions while developing analysts and associates.

Qualificações

• Minimum five years of relevant equity research or investment analysis experience.
• Undergraduate degree in business, finance, economics, accounting, engineering or similar.
• Strong financial-statement analysis, forecasting and valuation skills.
• Ability to generate investment insights and communicate with clarity.
• Knowledge of corporate finance, public equity markets and energy/biotech sectors.
• Strong written, verbal and presentation skills.
• Independent thinker with collaborative team work and high ethical standards.

Responsabilidades

• Conduct in-depth fundamental research on companies and industries within the coverage sector.
• Develop and maintain financial models, forecasts, scenario analyses and equity valuations.
• Generate investment ideas and present clear recommendations to portfolio managers.
• Monitor investments against original thesis, valuation, catalysts and risks.
• Communicate material changes in fundamentals and earnings expectations.
• Build relationships with management, industry experts and other research sources.
• Prepare concise written research and deliver persuasive investment presentations.
• Monitor macro developments affecting investment decisions and participate in portfolio discussions.
• Support development of analysts and associates in the team.

Conhecimentos

Equity research

Financial modelling

Valuation

Forecasting

Investment ideas

Communication

Industry knowledge

Report writing

Presentation skills

Collaboration

Formação

Bachelor's degree in business, finance, economics, accounting, or engineering

Ferramentas

Bloomberg

Excel

Financial-modelling tools

Descrição da vaga

About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and alternative investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

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.

#LI-JF1 No unsolicited agency referrals please.

AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community. We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation. We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [e-mail] so that appropriate arrangements can be made.

# R11335 Invested in Discipline. At AGF, our approach is defined by three principles: Shared Intelligence, Measured Approach and Active Accountability. Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – delivering consistent outcome to our clients, whatever tomorrow may bring.