Equity Research Analyst (Toronto or Boston)

AGF Investments; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

AGF Management Limited is seeking an Equity Research Analyst to provide independent company and sector coverage. The role involves rigorous fundamental research, financial modelling and valuation to generate differentiated investment insights for portfolio managers.

This position can be based from the Toronto or Boston offices. The candidate will develop investment ideas, monitor existing holdings, and communicate clear recommendations while collaborating across the research team to support

Qualifications

• Minimum 5 years of relevant equity research, investment analysis or industry experience.
• Strong financial-statement analysis, forecasting, valuation and modelling skills.
• Knowledge of corporate finance and public equity markets.

Responsibilities

• Conduct in-depth fundamental research on companies and industries within 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 to the team.

Skills

Equity research

Financial modelling

Forecasting

Valuation

Financial statement analysis

Communication skills

Education

Undergraduate degree in business/finance/economics/accounting/engineering

Tools

Bloomberg

Financial modelling tools

Data analytics

Job description

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.

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.

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.