Research Associate

at  ATB Financial

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It’s a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada’s top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you’re empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We’re on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role

ATB Capital Markets, a division of ATB Financial, is a fully integrated broker dealer providing a full suite of financial service solutions for the treasury, finance, capital markets and advisory needs of its corporate clients including:

• Corporate banking, loan syndications and project finance
• Debt capital, equity capital and financial markets
• Institutional sales and trading
• Expert advice on mergers and acquisitions, divestiture and private equity
• Institutional research to leverage industry and sector insight

ATB Capital Markets is looking for a Research Associate to support our NAM Energy Technology & Services Research team.
As ATB’s next Research Associate, you are curious, hungry and passionate about the energy field. You understand the unique environment of Western Canada and its economy. You are a team player, eager to learn and looking to grow in your career.
This position is based out of Calgary, AB and will be positioned in our Eighth Avenue Place building. Relocation reimbursement/assistance will not be provided.
Accountabilities

Responsibilities:

• Develop and grow a working understanding of industry trends for use in investment idea generation.
• Assist in the preparation of written reports on industry trends and investment ideas, including writing, editing, quality control, preparation of financial tables & exhibits, and final report preparation.
• Conduct primary research from industry and financial sources.
• Liaise with executive management teams of various companies to understand business operations and updates.
• Input and manipulate data in company financial models and create exhibits suitable for publishing and analysis.
• Maintenance of industry databases and company-specific spreadsheets as well as the use of industry-specific software.
• Prepare and maintain marketing presentations as required.
• Liaise with sales, trading and other areas of the firm within regulatory guidelines.
• Comfortable presenting to executives and other stakeholders

Skills, experience & requirements

Qualifications:

• Strong accounting, financial modeling, technical and writing skills.
• 2-5 years of experience in the Energy sector or Capital Markets would be preferred.
• Experience working with market data sets and add-ins including Bloomberg and FactSet.
• Excellent command of Microsoft Office (Excel, PowerPoint, Word, etc.). VBA experience is considered an asset.
• Ability to perform under pressure and meet tight deadlines, sometimes for extended periods.
• Ability to multi-task and manage several on-going projects at the same time with a client-oriented focus.
• High level of dedication, diligence, and pride in quality of work.
• Strong communication skills, confident, with a drive to succeed.
• Education & Professional Accreditation:
• A university degree in Finance, Business, Economics, Mathematics, or Engineering.
• A CPA designation is considered an asset.
• An MBA and enrollment in the Chartered Financial Analyst (CFA) program and Fundamentals of Sustainability Accounting (FSA) Credential are definite assets.
• Securities Industries accreditation is a plus.

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to

• Develop and grow a working understanding of industry trends for use in investment idea generation.
• Assist in the preparation of written reports on industry trends and investment ideas, including writing, editing, quality control, preparation of financial tables & exhibits, and final report preparation.
• Conduct primary research from industry and financial sources.
• Liaise with executive management teams of various companies to understand business operations and updates.
• Input and manipulate data in company financial models and create exhibits suitable for publishing and analysis.
• Maintenance of industry databases and company-specific spreadsheets as well as the use of industry-specific software.
• Prepare and maintain marketing presentations as required.
• Liaise with sales, trading and other areas of the firm within regulatory guidelines.
• Comfortable presenting to executives and other stakeholder