Equity Analyst

Posted 01 March 2024

Equity Analyst at AGF Investments

Research Full-time Toronto

Experience: Mid-Level
Education Required: Undergraduate degree within a relevant discipline (business, economics, engineering)
CFA designation would be an asset; MBA, Masters of Finance, CA, CPA, CMA is a positive consideration
Salary Range: $100, 000+

Close date: 29 April 2024

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About AGF:

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. 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. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

Position Description

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. 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.

Your Responsibilities:

  • Maintain an expert level of knowledge of the Global Financials sector
  • 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 Financials sector
  • Create and manage model portfolios for the Financials 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
  • Demonstrates a high level of knowledge and passion for the capital markets
  • 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

Your Qualifications:

  • Undergraduate degree within a relevant discipline (business, economics, engineering)
  • CFA designation would be an asset; MBA, Masters of Finance, CA, CPA, CMA is a positive consideration
  • Significant industry experience, typically gained through 3-5 years’ research experience with a focus/interest within the Financials sector
  • Prior experience in a financial, engineering, analytical, accounting, corporate development or M&A capacity in a relevant 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 convey 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

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