Equity Research Associate (Toronto or Boston)

AGF Management • Boston, MA

9d • CA$85,000 - CA$120,000 • Onsite

About The Position

The Equity Research Associate supports analysts and portfolio managers through fundamental company and industry research, financial modelling, and valuation analysis. The Associate helps evaluate potential investment opportunities and monitor existing holdings, and communicates research findings to support investment decisions while developing investment expertise through hands-on experience and mentorship. The role is related to a promotion and may be based in AGF’s Toronto or Boston office.

Requirements

• Intellectual curiosity, sound analytical judgment, and a demonstrated interest in investing.
• Foundational knowledge of financial accounting, financial statement analysis, modelling, and equity valuation.
• Relevant experience in equity research, investment management, investment banking, accounting, or a related analytical role, including experience gained through internships or co-op placements.
• Strong Excel skills and proficiency in PowerPoint.
• Strong written and verbal communication skills, including the ability to summarize research findings clearly and concisely.
• Ability to work independently on assigned tasks and collaboratively within an investment team.
• Strong attention to detail and the ability to manage competing priorities and meet deadlines.
• Completed undergraduate degree in finance, accounting, economics, mathematics, engineering, or a related discipline, or equivalent relevant experience.

Responsibilities

• Support fundamental company and industry research to evaluate potential investment opportunities and monitor existing holdings.
• Prepare and maintain financial models, earnings forecasts, and valuation analyses under the guidance of research analysts.
• Prepare research summaries, earnings updates, and presentation materials for internal investment discussions.
• Analyze financial statements, company results, and industry developments, highlighting key findings and investment implications.
• Maintain company and industry research data and check information for accuracy and consistency.
• Participate in research discussions and contribute questions and insights to support the team’s investment process.
• Monitor company announcements, earnings releases, and relevant economic and market developments.
• Collaborate with analysts, associates, and portfolio managers to support research activities and shared team objectives.
• Build positive working relationships within and across teams.
• Prioritize tasks effectively and deliver accurate, timely work.

Benefits

• A comprehensive and competitive total rewards package that may include base salary, variable compensation, benefits, and retirement savings plans.
• Ongoing mentorship and feedback to support learning and career development.
• Access to sell-side research reports.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level