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.

Perspectec Inc. — an SEC-Registered Investment Adviser firm (CRD# 287591)Over 50% of Perspectec equity research associates have found full-time employment in buy-side/sell-side equity research, investment banking, investment analysis or private equity within six months of completing their time with Perspectec, which includes successfully launching research coverage with us.

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Program Details

•Capped at four individuals
•Duration: 3 months
•Fee (CAD): $2,500 + API costs beyond $60

Ideal Candidate Mix

1 Mathematics Graduate

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.

1 Computer Science Graduate

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.

2 Business Graduates

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

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