Equity Research Analyst (Toronto or Boston)

AGF Management•Boston, MA

9d•Onsite

About The Position

AGF Management Limited is hiring an Equity Research Analyst to provide independent company and sector coverage. Through fundamental research, financial modelling and valuation, the Analyst will develop differentiated investment insights and actionable recommendations for portfolio managers. The position is related to a vacancy and can be based in AGF’s Toronto or Boston offices.

Requirements

At least five 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 ability to work independently within a collaborative team.
High ethical standards and a strong commitment to client outcomes.

Nice To Haves

CFA designation or active progress toward the designation.
MBA, Master of Finance, CPA or another relevant professional qualification.
Experience covering energy or biotechnology.
Proficiency with Bloomberg and financial-modelling tools.
Familiarity with quantitative research or data analytics.

Responsibilities

Conduct in-depth fundamental research on companies and industries within the assigned coverage sector.
Develop and maintain financial models, forecasts, scenario analyses and equity valuations.
Generate 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.