Equity Analyst

2 weeks ago Be among the first 25 applicants

Direct message the job poster from AGF Investments

Talent Acquisition Manager @ AGF Investments | Employer Branding, Leadership

About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

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.

Your Responsibilities:

1. Maintain an expert level of knowledge of the Industrials sector
2. Conduct in-depth fundamental research and analysis of the sector and relevant companies; continually review existing investments and generate new investment ideas
3. Develop and maintain business relationships with company management teams and industry experts
4. Prepare financial statement models and projections used to determine equity valuations, supporting your understanding of the sector and your investment recommendations
5. Prepare verbal and written reports on companies to communicate your investment thesis
6. Actively and regularly engage with Portfolio Managers regarding company/industry news and developments and investments in the Financials sector
7. Create and manage model portfolios for the Industrials sector
8. Keep current on political and economic trends and events which could impact investment decisions
9. Consistently demonstrate strong stock selection and decision-making expertise
10. Strong financial and modelling skills
11. Deep sector perspective with the ability to develop, explain and articulate with conviction
12. Broad macro-economic perspective of sector with the ability to independently develop, explain and articulate views
13. Demonstrates a high level of knowledge and passion for the capital markets

Teamwork

1. Collaborate closely within and outside the team to build relationships, influence and meet overall organizational goals
2. Willing to focus on what matters most (client centered, team based)
3. Provide support and partnership to Analysts and Associates
4. Share thought leadership in areas of expertise

Your Qualifications:

Experience

1. Significant industry experience, typically gained through 3-5 years’ research experience with a focus/interest within the industrials sector
2. Prior experience in a financial, engineering, analytical, accounting, corporate development or M&A capacity in a relevant sector would be an asset
3. Exceptional analytical and research skills
4. Proficient in valuation and financial modeling
5. Track record of stock picking ability and ability to convey ideas with conviction
6. Strong knowledge of corporate finance and equity markets
7. Self-motivated, results driven and able to work independently
8. Familiarity with Holt, Bloomberg and Quantitative investing an asset

Education

1. Undergraduate degree within a relevant discipline (business, economics, engineering)
2. CFA designation would be an asset; MBA, Masters of Finance, CA, CPA, CMA is a positive consideration

Seniority level

Associate

Employment type

Full-time

Job function

Analyst

Industries: Venture Capital and Private Equity Principals and Investment Management