Experience conducting fundamental investment research through internships, co-op placements ... Progress toward or completion of the CFA designation is considered an asset. * Additional language ...
Experience conducting fundamental investment research through internships, co-op placements ... Progress toward or completion of the CFA designation is considered an asset. * Additional language ...
Cfa Internship information
What is a CFA internship?
A CFA Internship is a temporary, typically entry-level position designed for students or recent graduates pursuing the Chartered Financial Analyst (CFA) designation. Interns assist with financial analysis, investment research, and risk assessment while gaining hands-on experience in the finance industry. This role helps develop technical skills, industry knowledge, and networking opportunities that can be valuable for a finance career. Many CFA Internships are offered by investment firms, banks, or asset management companies.
What types of projects or responsibilities can I expect during a CFA internship?
As a CFA Intern, you can expect to work closely with senior analysts or portfolio managers, assisting with financial modeling, data analysis, and investment research. Typical responsibilities may include preparing reports, evaluating market trends, and supporting due diligence for potential investments. You may also participate in team meetings and presentations, gaining exposure to real-world investment decision-making processes. These experiences are designed to give you hands-on insight into the finance industry and help you develop skills relevant to a future full-time role.
What are the key skills and qualifications needed to thrive in the CFA internship position, and why are they important?
To thrive as a CFA Internship candidate, you generally need a strong understanding of financial concepts, quantitative analysis, and proficiency in Excel or financial modeling, often supported by progress toward the CFA designation or a related degree in finance or economics. Familiarity with Bloomberg terminals, financial databases, and investment research tools is highly beneficial. Attention to detail, strong communication, and an eagerness to learn are standout soft skills for this position. These skills enable interns to effectively support analytical tasks, contribute to investment research, and excel in a collaborative financial environment.
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Analyst, Fundamental Equities Research
Calgary, AB • On-site
Full-time
Posted 8 days ago
Job description
CLOSING DATE:
Conduct fundamental research and analysis on publicly traded companies across industries and geographies.
Build and maintain financial models, perform valuation analysis, and assess investment opportunities using a variety of valuation methodologies.
Identify and evaluate potential investment ideas through analysis of company filings, financial statements, industry research, market data, and other primary and secondary research sources.
Prepare high-quality investment research reports and present findings and recommendations to the investment team.
Monitor industry trends, company developments, and global market conditions to identify investment opportunities and risks.
Collaborate with team members on idea generation, due diligence, and portfolio monitoring activities.
Utilize investment research tools and databases such as Bloomberg, FactSet, Capital IQ, and similar platforms to support analysis.
Undergraduate or master's degree with strong academic achievement in Finance, Accounting, Economics, Commerce, or a related field.
Strong financial statement analysis, financial modeling, and valuation skills.
Demonstrated interest in public equity investing, including the ability to articulate investment ideas and supporting analysis.
Experience conducting fundamental investment research through internships, co-op placements, investment clubs, asset management, investment banking, equity research, or related roles.
Excellent analytical, written, and verbal communication skills.
Self-motivated, intellectually curious, and capable of working independently while contributing effectively within a team environment.
Knowledge of global equity markets and a long-term, research-driven investment mindset.
Progress toward or completion of the CFA designation is considered an asset.
Additional language capabilities are considered an asset given the team's global investment mandate.
This role is based in Calgary, Alberta.
This posting will remain open until August 18th, 2026, 11:59pm MST.
We are excited to meet you. Please submit your resume or CV to be considered for this opportunity. Applications are being reviewed on a rolling basis and we will be in touch with any questions.
Final candidates will be asked to undergo a security screening, which includes a credit bureau and a criminal record investigation, the results of which must be acceptable to AIMCo.
ALERT - Be on the lookout for AIMCo career opportunities advertised through third parties that request an application fee or too much information. To verify, all opportunities are posted on aimco.ca/jobs
At AIMCo, we draw upon the differences in who we are, where we come from and the way we think to deliver results for the Albertans who rely on us. We offer an inclusive, modern workplace where well-being is prioritized, and colleagues are enabled to do their best work. Our team members are motivated by our purpose and committed to creating long-term value for our clients and their beneficiaries.
About Alberta Investment Management
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