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Associate Research, Energy Services

ATB Financial
Calgary, CAN
Onsite
Discovered 4 days ago
Equity researchEnergy servicesFinancial modelingAccountingFinancial analysisFinancial report writing and editing

Full Job Posting

Role overview

ATB Cormark Capital Markets seeks a Research Associate to support its Equity Research Team with an energy-sector focus.

The firm provides capital markets and financial advisory services across North America.

Accountabilities

  • Prepare reports on company financial results, industry trends, and investment ideas, including writing, editing, quality control, tables, exhibits, and final production.
  • Input and manipulate financial-model data and create exhibits for publication and analysis.
  • Conduct primary research using industry and financial sources.
  • Track industry trends to support investment idea generation.
  • Liaise with company executives about business operations and updates.
  • Prepare and maintain marketing presentations.
  • Coordinate with sales, trading, and other firm areas within regulatory guidelines.
  • Present to executives and other stakeholders.

Skills, experience, and requirements

  • University degree in finance, business, economics, accounting, or a similar field; technical engineering, geosciences, or natural resource management degrees are also considered.
  • Two to five years in capital markets, related financial services, or an energy or energy services company is preferred.
  • CFA program completion or eligibility to enroll is preferred.
  • Strong accounting, financial modeling, technical, and writing skills; high proficiency in written and spoken English.
  • Intermediate Excel or higher, including XLOOKUP or VLOOKUP, Pivot Tables, and SUMIFS or COUNTIFS.
  • Ability to work independently, under pressure, and to tight deadlines while handling multiple projects.
  • Geoscout experience is an asset.

Work arrangement

  • The job description specifies onsite work.

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