Equity Research Associate Position
- Employer
- McLean Family Office
- Location
- Calgary, Alberta
- Salary
- $60,000 - 75,000 salary (depending on experience and knowledge) + benefits + performance bonus
- Closing date
- Feb 14, 2021
View more
- Job Function
- Equities Research: Buy Side
- Industry Sector
- Asset Management
- Certifications
- Passed CFA Level I
- Employment Type
- Full Time
- Education
- Bachelors
McLean Family Office – Equity Research Associate Position
The Role
The successful candidate will work as an Equity Research Associate to Brent McLean, founder of McLean & Partners Wealth Management Ltd. After selling his majority interest to Canadian Western Bank, Brent now focuses on managing his own wealth. The candidate will be part of a dynamic, high net worth family office. Primary responsibility will be to analyse investment opportunities for Brent McLean’s personal investment portfolio. The successful applicant will be active in the decision-making process and will also be responsible for researching and monitoring investments within a proven and defined investment process - The Disciplined Compounder Method™.
Responsibilities
- Conduct primary research on US and Canadian equities and their respective industries
- Identify investment opportunities via screening and support ideas with rigorous analysis
- Make long-term financial forecasts, value companies, and make investment recommendations, ultimately writing initiation reports
- Assist with the evaluation of the portfolio with respect to asset allocation, position sizing and industry exposure
- Provide continuous coverage of holdings by synthesizing news flow, maintaining financial models, comps tables and calendars
- Display a ‘growth mindset’ when collaborating with other members of the team
- Other ad hoc tasks as directed by Brent McLean
Qualifications
- The ideal candidate must be a quick learner, innately curious, and have a passion for investing
- 1-3 years of experience in a research or analytical role (investment banking, equity research, private equity, corporate development, financial accounting, etc.)
- Bachelor’s degree required, with a focus on finance, business, economics, or mathematics
- Must be working towards a CFA designation (must have passed Level 1)
- Excellent analytical and financial modeling skills (including DCF)
- Strong writing and verbal communication skills, including the ability to synthesize large amounts of information
- Comfort with analysing financial statements of Canadian and US stocks
- Intellectual maturity, exceptional attention to detail and the ability to manage multiple projects and deadlines in a fast-paced environment
- Ability to work closely within a small team and strong interpersonal skills
- Experience with Bloomberg required
How to Apply
Please forward your resume to porozco@mcleanfo.com with the subject line “Equity Research Associate Application”.
Compensation
$60,000 - 75,000 salary (depending on experience and knowledge) + benefits + performance bonus
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