Equity Research Analyst — Sector Insight & Valuation

AGF Investments; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

AGF Investments seeks an Equity Research Analyst in Boston (or Toronto) to provide independent company and sector coverage. Through rigorous fundamental research, financial modelling and valuation, the Analyst will develop differentiated investment insights and actionable recommendations for portfolio managers.

You will conduct in-depth research on companies, build financial models, monitor investments, and communicate ideas with clarity to drive investment decisions.

Qualifications

• Five or more years in equity research, investment analysis or related industry.
• Undergraduate degree in business, finance, economics, accounting, engineering or similar.
• Strong financial‑statement analysis, forecasting, valuation and modelling skills.
• Ability to generate insights and communicate recommendations clearly.
• Knowledge of corporate finance, public equity markets and energy/biotech sectors.
• Strong written, verbal and presentation skills; independent with team collaboration.
• High ethics and commitment to client outcomes.

Responsibilities

• Conduct in-depth fundamental research on companies and industries within coverage.
• Develop and maintain financial models, forecasts, scenario analyses and valuations.
• Generate new investment ideas and present clear, well-supported recommendations.
• Monitor investments against thesis, valuation, catalysts and risks.
• Communicate material changes in fundamentals and investment conviction.
• Build relationships with management teams and other research sources.
• Prepare concise written research and deliver persuasive presentations.
• Monitor macro and sector developments affecting decisions.
• Contribute to portfolio discussions and support junior staff.

Skills

Financial analysis

Forecasting

Valuation

Financial modelling

Equity research

Communication

Presentation skills

Independent work

Ethics

Education

Undergraduate degree in business/finance/economics

Tools

Bloomberg

Financial modelling tools

Job description

AGF Investments seeks an Equity Research Analyst in Boston (or Toronto) to provide independent company and sector coverage. Through rigorous fundamental research, financial modelling and valuation, the Analyst will develop differentiated investment insights and actionable recommendations for portfolio managers.

You will conduct in-depth research on companies, build financial models, monitor investments, and communicate ideas with clarity to drive investment decisions.