Perspectec offers a three-month equity research associate role to help initiate or continue research coverage of one high growth/technology company. The program combines generative ai with human ingenuity in order to produce market moving equity research.
The associate has the opportunity to implement the latest in machine learning libraries, APIs, LLMs, auto-optimizing, composing and decomposing financials for multiple factors, implementing advanced mathematical models and applying theories in a practical way. Deploying generative ai solutions reduces the risk of an incorrect stock call, improves the speed of launching research as well as improving the marketability/differentiation of the research.
Perspectec only works with individuals who we believe can develop into a competent performer in an equity research or investment banking role. Prerequisites include the completion of a BCom or BBA degree at a top Canadian University along with enrollment in the CFA program or enrollment in a post graduate business MBA or MFin program from a top 10 Canadian University. Fees range from $1,000 to $4,000 and include all office, subscription and administration fees.
The equity research associate position is only available on an ad-hoc basis depending on available mis-priced equities and time availability. Please contact us at general@perspectec.com.
Below are some testimonials from previous associates over the past eight years.
My time at Perspectec and Robin’s mentorship really helped shape my understanding of the ebbs and flows of the market and the value creation that the buy side values. Robin’s focus on discovering the true underlying economic value and his intense drive to gain an edge helped shape my foundations at the beginning of my career, which set me up for the rest of my career.
Hamza A., Equity Research Associate at a Multi-National Investment Bank
Generated research and pitched for Kinaxis (KXS-T)
Perspectec provided me with unique experience in equity research. Not only do you perform institutional equity research in a traditional way, Robin encourages you to develop your own methodologies based on a deep understanding of your coverage company and its industry. The experience, in my opinion, is of real benefit to you in pursuit of a career in equity research.
Kevin L., Senior Analyst at a ‘Big Five’ Canadian Bank
Generated research for Salesforce (CRM-N)
Working at Perspectec helped me in sharpening my financial modelling skills and report building ability. Given the amount of research available today, thinking outside the box for differential research that caters to institutional clients is not as easy as it sounds. With Robin’s guidance and knowledge of industry best practices, I was able to excel in the role which then helped me further advance my career with other opportunities.
Saif, Finance Business Partner at a 10k+ employee multinational
Generated research for Aphria (APH-T)
I worked at Perspectec for 6 months and it was an incredible journey. I am forever grateful to Robin, who personally invested in my career growth and learning path. While at Perspectec, I sharpened my financial modelling skills while learning the most creative ways to conduct differentiated research and present it in a format that was marketable to institutional investors. As an international student, it is also difficult to break into the Canadian job market without Canadian experience. Perspectec provided me with the very necessary experience at the right time while finishing my Master’s in Finance from Queen’s University.
Mishma, Director of Finance at a renown Canadian organization
Generated research for Aurora Cannabis (ACB-N)
Working with Robin and Perspectec has definitely sharpened my research and investment acumen. The group’s focus on the dynamic technology space, among others, as well as Robin’s guidance and the group’s support have all aided me in my development. I would definitely recommend this program to those looking to improve their investment craft. It’s extremely rare to have the opportunity to take-on a live research role where your skills are tested and refined and at the same time have your creativity and insight valued.
Jeremy Y., Investment Analyst working in Public Equity Investments at a ‘Big Five’ Canadian bank
Generated research for Shopify (SHOP-N)
“Perspectec’s 1-on-1 training program equips you with the skill set to stand out from the crowd and publish differentiated, value-add research. The founder, Robin, provides tireless support, guidance and helps mold you for the industry. Very rarely do you get the opportunity to work closely with a professional with a strong knowledge base of the technology sector and a deep understanding of unique and ever-evolving metrics on which technology companies trade. I am very grateful to have been a part of Perspectec.”
Ayesha, Senior Financial Analyst in a volatile growth industry