Equity Research Associate

Raymond James Ltd.; Calgary; On-site; CAD 85,000 - 95,000; Full time

Job summary

A leading investment firm in Calgary is seeking an Equity Research Associate to join their team. This role is pivotal in conducting industry research, analyzing targeted companies, and supporting equity analysts. The ideal candidate will possess strong financial modeling and analytical skills, along with excellent communication abilities. They offer a competitive compensation package with performance bonuses. This position is a full-time, permanent role within the Equity Capital Markets division.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Tuition Reimbursement

Qualifications

• Experience in financial analysis and investment research.
• Ability to work in a high-volume, deadline-driven environment.
• Competence in developing and maintaining financial models.

Responsibilities

• Conduct analysis on industries and targeted companies.
• Participate in due diligence, interfacing with corporate executives.
• Develop and maintain financial models and write research reports.

Skills

Financial modelling

Analytical skills

Attention to detail

Organizational skills

Communication skills

Education

Undergraduate/Postgraduate degree in Business, Economics, or Accounting

Two years experience in equity research or corporate finance

Completion of CFA/CPA designations

Job description

Equity Research Associate

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

How does the role impact the organization?

The Equity Capital Markets division, a team of analysts covering approximately 250 companies, is committed to investment research, investment banking, and institutional sales and trading. Associates play a critical role assisting in all tasks required for the Equity Research Analyst to stay abreast of market events with the end‑goal of providing sound investment judgement on particular stocks to clients. Individuals in this role continuously learn and develop their investment analysis and securities evaluation skills in a fast‑paced and team‑oriented environment. We are looking for an exceptional candidate who has exemplary writing skills and is an excellent communicator.

What will your role be responsible for?

• Work with analysts to conduct thorough analysis of the industries and targeted companies; and
• Participate in due diligence requirements, including interfacing with corporate executives, conducting site visits, analyzing industry and company data, developing and maintaining financial models, writing research, and delivering verbal presentations to equity sales/trading personnel and institutional clients.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more. We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Previous experience in accounting and financial analysis principles, including financial modelling;
• Competence in financial modelling;
• The ability to work within deadlines in a high‑volume and demanding environment while maintaining an imperative attention to detail;
• Good organizational skills and the ability to prioritize;
• Work long hours when necessary to meet time‑sensitive deadlines; and
• Work with an outgoing personality that will fit into a high‑performing, team‑oriented environment.

Educational/Previous Experience Requirements

• An undergraduate/postgraduate degree, preferably in Business, Economics, or Accounting;
• At least two years experience in equity research, corporate finance or relevant industry;
• Completion of CFA/CPA designations.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same;
• Work with and through others to achieve desired outcomes;
• Make prompt, pragmatic choices and act with the client in mind;
• Take ownership and hold themselves and others accountable for delivering results that matter;
• Contribute to the continuous evolution of the firm.

Salary Range

$85,000-95,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people‑first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI‑enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision‑making.

Job Research

Primary Location

CA-AB-Calgary-Calgary

Organization

ECM Research

Schedule

Full‑time

Status

Permanent Full‑Time