Senior Equity Analyst, Sustainable Investing

AGF; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

AGF is seeking a Senior Equity Analyst for its Sustainable Investing team in Toronto. This role involves in-depth research and analysis of sustainability themes impacting investments, alongside financial modeling and developing relationships with industry experts. The ideal candidate brings extensive experience in equity analysis, ideally focused on sectors influenced by sustainability, along with strong analytical and communication skills.

Qualifications

• 7+ years' experience in equity analysis.
• Deep knowledge of valuation and modeling.
• Exceptional communication skills required.

Responsibilities

• Conduct in-depth research on sustainability themes.
• Build and maintain financial models for valuations.
• Develop relationships with company management teams.

Skills

Analytical skills

Financial modeling

Research

Environmental/ESG knowledge

Interpersonal skills

Education

Technical undergraduate/graduate degree

MBA designation

CFA designation or working towards it

Tools

Bloomberg

Job description

About AGF:

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 distinct 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 private 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.

About the team:

AGF’s fundamental investment management teams are focused on consistently delivering on investment objectives for our clients by leveraging our industry experience.

At AGF, our tenure, expertise and access to global firm resources has allowed us to maintain a disciplined approach while at the same time embracing a spirit of research and innovation to adapt. We believe in a culture of curiosity, open dialogue and that challenging each other’s ideas leads to better investment outcomes.

We are looking for a Senior Equity Analyst, Sustainable Investing to join our leading Sustainable investment team. The Sustainable Investing team is responsible for providing clients with exposure to key themes within sustainable and impact investing falling under four macro themes which focus on solutions within Energy, Water, Waste and Health.

The fund focuses on companies that meet the sustainability issues facing the world using a disciplined thematic investment framework. The portfolio manager has identified a number of sustainability themes such as those associated with the energy transition, circular economy and sustainable agriculture, which may provide an investment framework through which to identify attractive opportunities. Companies of interest provide a product or solution to key sustainability challenges while demonstrating strong financial and ESG performance and improvement.

Stewardship of our holdings, including active engagement, is a key component of our discipline. AGF’s growth and success are the direct result of employees’ commitment and dedication, and our disciplined approach to investing.

About the Role:

This is a great opportunity to participate in the increasing interest of institutional and retail investors in sustainable investing. If you thrive within an entrepreneurial team environment and have a passion for continuous improvement this opportunity is for you.

You will leverage your technical/industry knowledge and strong financial skills across multiple sectors and work with a strong pool of sector analysts to generate ideas and maintain coverage of existing positions.

Your Responsibilities:

• Build and maintain an expert level of knowledge of the fund’s existing positions and competitive context
• Maintain an expert level of knowledge of the sustainability issues facing the world
• Conduct in-depth fundamental research and analysis of sustainability themes and associated value chains and generate investment ideas for the Strategy
• Develop and maintain business relationships with company management teams and industry experts
• Model historical financial statements and project financial forecasts to determine equity valuations and recommendations; maintain models for coverage universe
• Assist with innovations in modelling the Strategies environmental footprint (carbon, water and other impact metrics) and linkage with the Sustainable Development Goals– liaise with relevant research providers
• Prepare verbal and written reports on sectors and stocks to communicate investment thesis
• Maintenance of research/coverage of themes; liaise with AGF’s sector analysts and meet with management of companies and sell-side analysts, attend conferences, review earnings releases, maintain models with relevant company updates and analysis, and continually review recommendations of existing investments
• Assist the Portfolio Management team in the maintenance of portfolios including positioning and trading
• Regularly update the portfolio team on company/industry news and developments
• Keep current on political and economic trends and events which could impact investment decisions
• Create and manage model portfolios for sector under coverage

Your Qualifications:

• 7+ years’ experience covering equities ideally with sector experiencing disruption due to sustainability themes (automotive, industrial, energy, agriculture, food)
• Technical (engineering, science, environmental management) undergraduate/graduate degree – MBA designation a positive consideration
• CFA designation (or working towards it) and/or strong financial markets experience
• Exceptional analytical financial and research skills
• Familiarity with environmental/ESG data sets
• Deep knowledge of valuation and extensive modeling experience
• Track record of superior stock picking ability
• Sound knowledge of corporate finance, equity and environmental markets
• Self-motivated, results driven and able to work independently
• Team player with strong interpersonal skills
• Very strong organizational skills with high attention to detail
• Superior written and verbal communication skills
• Exceptional computer skills – fluency in Bloomberg required

No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.

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