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December 5th, 2019, Montréal

Equity Analyst

Allard, Allard & Associés




Founded in Montreal in 1995, Allard, Allard & Associés (“AA&A”), is a long-only value-style investment management firm. It currently manages close to $800 million on behalf of individuals, foundations and institutions, with investment mandates spanning Canadian and Global equities, as well as fixed income securities. The investment committee directs the firm’s investment decisions based on input and recommendations from the research team. The firm offers a stimulating and flexible work environment, competitive compensation and a number of opportunities for professional development.

Position Description

AA&A is looking to add an analyst to its equity research team. The candidate will contribute to the success of the firm by supporting the research team. The role’s main responsibilities include:

  • Review quarterly financial statements and summarize highlights in written reports
  • Create and update stock valuation models
  • Perform detailed financial analysis on public companies to identify investment opportunities
  • Participation within research team discussions
  • Respond to ad hoc requests from portfolio managers

The sought-after candidate must have strong analytical skills and problem solving aptitudes, excellent communication abilities (oral and written), be a good team player and demonstrate a high degree of initiative and autonomy.


The candidate must have:

  • Passion for financial markets and a desire to learn
  • Bachelor’s or Master’s degree in finance
  • Minimum 2 years of experience as an equity analyst
  • Fully proficient in English and French (oral and written)
  • Presentation skills and a clear communicator
  • CFA Charterholder, or in progress
  • Strong knowledge of Microsoft Office (Excel advanced level)
  • Expertise of fundamental analysis methods (modeling) and principles of value-based investing
  • Familiarity with Bloomberg and Capital IQ an asset
  • Accounting designation such as CPA or a CBV (Chartered Business Valuator) certification would be a significant asset

Please send your resume by January 6, 2020 to

Apply Now!

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