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What is the Research Associate’s role?

Research Associates work directly under Equity Research Analysts and are responsible for conducting both, macroeconomic as well as microeconomic research. They gather and analyze information to make stock investment recommendations on stocks within specific sectors. They are further responsible for developing, as well as maintaining detailed financial models to help explore alternate scenarios, examine industries, and communicate with various investors. In this position, associates gain an in-depth understanding of the financial and operational issues usually within a particular industrial sector.

What are the responsibilities of this role?

  • Help develop industry/company-specific financial models
  • Gather industry information and generate industry search reports
  • Develop specific databases and maintain them sector-wise
  • Liaise with other departments to communicate information to companies/investors
  • Assist with projects, presentations and assignments

What are the alternate names for this role?

Associate Analyst

What is the earning potential for this role?

Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.


Chartered Investment Manager (CIM®)

Chartered Financial Analyst (CFA)

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