Equity Research Analyst - Diversified Industries and Special Situations
Company Location: Toronto, New York City, Miami
Position: In-office and/or Remote
Company Overview:
Our client is a leading North & South Canadian EMD and FINRA broker-dealer that specializes in providing comprehensive investment banking and financial services to its corporate clients. They are focused on growth and emerging market sectors including the following growth industries: cannabis, psychedelics, cryptocurrency, blockchain, electrification technologies, clean-tech, ESG/carbon, biotechnology, nutraceuticals, novel CPG products, and others. The firm has ambitious plans to disrupt the markets, expand its products suite, and extend its reach to other global capital markets in Europe, Asia, and Australia.
With a team of established players in the market, the company has a sterling reputation for delivering exceptional investment strategies and insights. Currently, they are seeking a talented, motivated, independent, and ambitious Equity Research Analyst to join their team, focusing on launching research coverage for approx. 25 publicly listed companies with a market capitalization ranging from USD $20 million to USD $1 billion and under (approx. 5 or so from each diversified industry vertical). They are seeking an Equity Research Analyst looking to make a dent in these industries.
Job Summary:
As an Equity Research Analyst - Diversified and Special Situation, you are responsible for conducting thorough financial analysis, evaluating investment opportunities, and generating investment recommendations for our clients. Your role will involve analyzing companies in diverse sectors within the specified market capitalization range, with a focus on identifying special situation opportunities that offer significant upside potential. By leveraging your analytical skills, industry knowledge, and market expertise, you will play a critical role in providing valuable insights to support our clients' investment decisions.
Responsibilities:
Conduct in-depth financial analysis, including financial modeling and valuation, to assess the investment potential of companies within the specified market capitalization range.
Monitor and provide unique analytical insights on industry trends, macroeconomic factors, and regulatory changes to identify investment opportunities and risks in the market.
Develop and maintain financial models, valuation frameworks, and investment theses for the covered companies.
Generate comprehensive research reports, investment recommendations, and regular updates on the assigned companies, ensuring accuracy, clarity, and timeliness.
Collaborate with portfolio managers, traders, and other research analysts to discuss investment strategies, provide insights, and support decision-making processes.
Build and maintain relationships with key industry contacts, including management teams, sell-side analysts, and industry experts, to gather information and enhance research capabilities. This includes forging relationships with buy-side firms, including asset managers, portfolio managers, hedge funds, endowment funds, pension plans, and family offices.
Present research findings, investment recommendations, and market insights to internal teams, external clients, and potential investors.
Participate in industry conferences, investor meetings, and roadshows to stay informed about market developments and build a strong network of industry professionals. This may include speaking engagements at various events, either as a guest speaker, on a panel of speakers, or moderating a panel.
Keep abreast of recent industry trends, regulatory changes, and emerging investment opportunities, ensuring a continuous improvement of research methodologies and approaches.
Support the compliance and regulatory requirements of the firm by adhering to internal policies, industry regulations, and ethical standards.
Qualifications:
Bachelor's, MBA, or Master’s degree in finance, accounting, economics, quantitative finance, financial engineering, or a related field. CFA (Chartered Financial Analyst) designation is highly preferred.
Proven experience as an Equity Research Analyst with at least a 5–7-year track record of performance, specializing in companies within the specified market capitalization range.
Strong knowledge of financial modeling, valuation techniques, and investment analysis.
Excellent analytical skills with the ability to interpret complex financial data and industry trends.
In-depth understanding of various sectors, including but not limited to technology, healthcare, consumer goods, energy, and financial services.
Proficiency in using and providing unique analytical insights by using financial research tools, databases, and software (e.g., Bloomberg, FactSet, Excel).
Exceptional written and verbal communication skills, with the ability to articulate complex ideas effectively and succinctly.
Strong presentation skills, with the ability to present research findings and investment recommendations to diverse audiences.
Self-motivated, independent, and detail-oriented, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Strong team player with excellent interpersonal skills, capable of collaborating effectively with cross-functional teams.
Application Instructions:
To apply for the position of Equity Research Analyst - Diversified Industries and Special Situations, please submit your CV, a cover letter, and a writing sample of a research report or investment recommendation that you have authored. Additionally, include a brief explanation of your investment approach and how you would contribute to our client’s research capabilities. Please send your application to Jack Bensimon - careers@arcstoneglobalsecurities.com.
Note: Only shortlisted candidates will be contacted for consideration.
ArcStone Securities and Investments Corp. is an equal opportunity employer and values diversity in our workplace.