Perspectec Equity Research Associate — AI Program
The Perspectec Equity Research Associate AI Program, as the name suggests, now incorporates AI in all aspects of equity research.
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Program Details
- •Capped at four individuals
- •Duration: 3 months
- •Fee (CAD): $2,500 + API costs beyond $60
Ideal Candidate Mix
Working towards your CFA. Demonstrated interest in the stock market. Ideally in a post-grad program. Can reduce program costs by introducing relevant mathematical models to the research and/or aiding Perspectec and the group with marketable work not normally undertaken in equity research.
Working towards your CFA. Demonstrated interest in the stock market. Ideally in a post-grad program. Can reduce program costs by introducing further improvements in automation with the initiation process and/or aiding Perspectec and the group with marketable work not normally undertaken in equity research.
Can discuss the mechanics of financial statements and drivers of valuation in person. Working towards your CFA. Demonstrated interest in the stock market. Ideally in a post-grad program.
Focus
Launch coverage by leveraging best in-class A.I., which at the moment primarily involves Claude Code and its sub-agents. Will also leverage Perspectec's software in order to ramp up financial modelling faster and AI agents to generate exhibits. This allows for more time to be spent on due diligence.
- 1.Deep understanding of one stock for one associate
- 2.Leveraging generative A.I. in order to speed up model and report generation
- 3.Collaborating with Robin and peers from contrasting disciplines
- 4.After initiating coverage and publishing, present the report to buyside
What former associates say
Endorsement disclosure. The statements below are endorsements of Perspectec Inc., an investment adviser registered with the U.S. Securities and Exchange Commission. The people quoted are not, and were not, clients or investors of Perspectec. Each took part in the Equity Research Associate Program. No cash or non-cash compensation was or will be provided in exchange for these statements. Because each received training, mentorship and research experience from Perspectec.
Ayesha
Senior Financial Analyst in a volatile growth industry
“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.”
Hamza A.
Equity Research Associate at a Multi-National Investment Bank
“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.”
Jeremy Y.
Investment Analyst working in Public Equity Investments at a 'Big Five' Canadian bank
“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 students 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.”
Mishma B.
Consultant Risk Advisory at a 'Big Four' Accounting firm
“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.”
Michael W.
Economist at Finance Canada
“Working at Perspectec provided an invaluable experience into the world of equity research. I was able to develop a deep understanding of how investments are valued while building strong research and financial modeling skills. Robin was a pivotal player during my time at Perspectec where he fostered a positive environment, providing valuable opportunities for one to develop meaningful skills. It was a pleasure having the opportunity to work with Robin.”
Where alumni have gone
Investment Banking Associate at a Toronto-based boutique investment bank
Investment Banking VP at a Toronto-based boutique investment bank
Equity Research Associate at a big 5 Canadian bank
Private Equity Associate at a multi-national PE firm
Investment Research Analyst at a large Canadian family office
Research Associate at a Toronto-based investment management firm
Investment Analyst at a Toronto-based venture capitalist
Investment Specialist at a Big 5 Canadian bank
Prior placements of former participants. Not a guarantee of employment, and not representative of the outcome of every participant.
general@perspectec.com · (416) 898-8546
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