Equity Research Associate Position

McLean Family Office
Calgary, Alberta
$60,000 - 75,000 salary (depending on experience and knowledge) + benefits + performance bonus
15 Jan 2021
14 Feb 2021
Industry Sector
Asset Management
Passed CFA Level I
Employment Type
Full Time

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™


  • 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 


  • 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”. 


$60,000 - 75,000 salary (depending on experience and knowledge) + benefits + performance bonus 

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