Equity Research Associate — AI Program

A training program for equity research, buy-side, and investment banking professionals. Participants use AI-augmented methods in mathematical modelling, statistical forecasting, and financial engineering to improve their productivity, marketability, and efficiency.

Perspectec Inc. — SEC-Registered Investment Adviser (CRD# 287591)50%+ of past associates placed in capital markets within 6 months

Topics covered

• Statistical forecasting (SARIMAX, Prophet, regression)

• Financial engineering (DCF, WACC, scenario analysis)

• Programming and automation (Python, Claude Code)

• Data pipeline design (extraction, validation, reconciliation)

• Financial statement modelling (3-statement build, 6-check validation)

• Primary research (IR calls, channel checks)

• Buy-side pitch preparation and delivery

• AI tools: Claude Code, Claude in Excel, Claude in PowerPoint

Programs

Executive Intensive

1 week · $2,500 CAD

For working professionals in equity research, buy-side, or investment banking.

Covers AI-augmented modelling, research automation, and pitch preparation. Certificate of Completion.

Details

Coverage Program

8–12 weeks · $1,950–$4,800 CAD

For graduates, graduate students, and mid-career professionals with recent CFA enrolment or completion.

Full coverage launch: select a company, build the model, write the thesis, conduct primary research. Three tracks available (Co-op, In-Person, Remote).

Details

general@perspectec.com · (416) 898-8546