Equity Research Associate - Capital Markets

ATB Financial; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial firm in Calgary is seeking a Research Associate to support the Energy and Industrial Services research team. Candidates should have a strong understanding of the energy sector and financial modeling skills. This role involves preparing reports, conducting research, and liaising with management teams. The ideal candidate will possess a degree in Finance or a related field and be eligible for the CFA program. The company emphasizes inclusivity and personal growth in the workplace.

Qualifications

• 2-5 years of experience in the Energy sector or Capital Markets preferred.
• Experience with market data sets and add-ins including Bloomberg and FactSet.
• VBA experience is considered an asset.

Responsibilities

• Develop and grow a working understanding of industry trends.
• Prepare written reports on industry trends and investment ideas.
• Conduct primary research from industry and financial sources.

Skills

Strong accounting skills

Financial modeling

Technical writing

Communication skills

Education

University degree in Finance, Business, Economics, Mathematics, or Engineering

Completion or eligibility for CFA program

Tools

Microsoft Excel

Microsoft PowerPoint

Bloomberg

FactSet

Job description

About

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

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 Capital Markets, a division of ATB Financial, is a fully integrated broker dealer providing a full suite of financial service solutions for the treasury, finance, capital markets and advisory needs of its corporate clients including:

• Corporate banking, loan syndications and project finance
• Debt capital, equity capital and financial markets
• Institutional sales and trading
• Expert advice on mergers and acquisitions, divestiture and private equity
• Institutional research to leverage industry and sector insight

ATB Capital Markets is looking for a Research Associate to support our Canadian Energy and Industrial Services & Technology research team.

As ATB’s next Research Associate, you are curious, hungry and passionate about the energy sector. You understand the North American energy services industry and subsets of the global industrial complex. You are a team player, eager to learn, self‑motivated and looking to grow in your career.

Accountabilities

• Develop and grow a working understanding of industry trends for use in investment idea generation.
• Assist in the preparation of written reports on industry trends and investment ideas, including writing, editing, quality control, preparation of financial tables & exhibits, and final report preparation.
• Conduct primary research from industry and financial sources.
• Liaise with executive management teams of various companies to understand business operations and updates.
• Input, maintain, build and manipulate data financial models and create exhibits for published research.
• Maintenance of industry databases and company‑specific spreadsheets as well as the use of industry‑specific software.
• Prepare and maintain marketing presentations as required.
• Liaise with sales, trading and other areas of the firm within regulatory guidelines.
• Comfortable presenting to executives and other stakeholders.

Skills, Experience & Requirements

• A university degree in Finance, Business, Economics, Mathematics, or Engineering.
• Post secondary education in accounting, engineering, business strategy, economics would be an asset.
• Completion or eligibility to enroll in the Chartered Financial Analyst (CFA) program is required.
• Fundamentals of Sustainability Accounting (FSA) Credential is an asset.
• Securities Industries accreditation is a plus.
• Strong accounting, financial modeling, technical and writing skills.
• 2-5 years of experience in the Energy sector, business strategy, or Capital Markets would be preferred.
• Experience working with market data sets and add‑ins including Bloomberg and FactSet.
• Excellent command of Microsoft Office (Excel, PowerPoint, Word, etc.). VBA experience is considered an asset.
• Ability to perform under pressure and meet tight deadlines, sometimes for extended periods.
• Ability to multi‑task and manage several on‑going projects at the same time with a client‑oriented focus.
• High level of dedication, diligence, and pride in quality of work.
• Strong communication skills, confident, with a drive to succeed.

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.