As an independent and diversified global asset management firm, AGF brings a disciplined approach to delivering excellence in investment management and to providing an exceptional client experience. Being an independent firm has allowed us to make strategic acquisitions that improve our client service experience and enable us to offer new and innovative products, while enhancing our research capabilities. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments, and foundations.
Position Description
About the Role:
As an independent and diversified global asset management firm, AGF brings a disciplined approach to delivering excellence in investment management and to providing an exceptional client experience. Being an independent firm has allowed us to make strategic acquisitions that improve our client service experience and enable us to offer new and innovative products, while enhancing our research capabilities. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments, and foundations.
AGF’s fundamental investment management teams are focused on consistently delivering on investment objectives for our clients by leveraging our industry experience. Our fundamental teams’ lead equity and fixed income portfolio managers have a combined 280+ years of experience in investment management, with deep relationships across the industry.
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 a culture of curiosity, open dialogue and challenging each other’s ideas leads to better investment outcomes and helps to continually raise the bar for all of our clients.
We are actively looking for an Equity Analyst (Energy) to join our Investment Management team reporting to the Head of Equity Research.
Your Responsibilities:
- Maintain an expert level of knowledge of the energy sector (including renewable fuels/power, carbon capture, hydrogen etc.)
- Conduct in-depth fundamental research and analysis of the sector and relevant companies; continually review existing investments and generate new investment ideas
- Develop and maintain business relationships with company management teams and industry experts
- Prepare financial statement models and projections used to determine equity valuations, supporting your understanding of the sector and your investment recommendations
- Prepare verbal and written reports on companies to communicate your investment thesis
- Actively and regularly engage with Portfolio Managers regarding company/industry news and developments and investments in the sector
- Create and manage model portfolios for the sector
- Keep current on political and economic trends and events which could impact investment decisions
- Consistently demonstrate strong stock selection and decision-making expertise
- Strong financial and modelling skills
- Deep sector perspective with the ability to develop, explain and articulate with conviction
- Broad macro-economic perspective of sector with the ability to independently develop, explain and articulate views
- Demonstrated understanding of the energy value chain
- Demonstrates a high level of knowledge and passion for the capital markets
Teamwork
- Collaborate closely within and outside the team to build relationships, influence and meet overall organizational goals
- Willing to focus on what matters most (client centered, team based)
- Provide support and partnership to Analysts and Associates
- Share thought leadership in areas of expertise
Required Skill / Experience
- CFA designation; MBA, Masters of Finance is a positive consideration
- Significant industry experience, typically gained through 5+ years’ research experience with a focus on the oil and gas sector
- Prior experience in a financial, engineering, analytical, corporate development or M&A capacity in the oil & gas sector would be an asset
- Exceptional analytical and research skills
- Proficient in valuation and financial modeling
- Track record of stock picking ability and ability to covey ideas with conviction
- Strong knowledge of corporate finance and equity markets
- Self-motivated, results driven and able to work independently
- Familiarity with Holt, Bloomberg and Quantitative investing an asset
