Coverage Program
Who this is for
Graduates, current graduate students, and mid-career professionals with recent CFA enrolment or completion. Targeting entry into sell-side equity research, buy-side investment analysis, or investment banking.
Program structure
Phase I: Foundation
Onboarding, AI-augmented research workflow, financial statement modelling.
Phase II: Research & Model Build
Coverage selection, thesis plan, historical model build, forecast, valuation, primary research (IR calls, channel checks).
Phase III: Initiation & Revision
Initiation deck, evaluator pass, revision cycle, pitch preparation.
Phase IV: Launch
External panel review, publication (milestone-dependent), certificate.
Tracks
Equity Research Associate Co-op
12 weeks · In-Person, Toronto
Eligibility
North American or European graduate or current graduate student
Includes paid Week 12 employment upon meeting the launch milestone (separate ESA-compliant agreement). 24/7 office access at 507 King St E.
ApplyCoverage Program — In-Person
8 weeks · In-Person, Toronto
Eligibility
Canadian undergraduate or above (work-eligible in Canada)
Compressed Phases II–IV. Shared workspace at 507 King St E during business hours. No paid week.
ApplyCoverage Program — Remote
8 weeks · Remote
Eligibility
Overseas graduate (international candidates)
Fully remote. Same deliverables and external panel review as the in-person 8-week track.
Apply$200 refundable application deposit
Covers education verification (institution records, CFA Institute, AuraData). Applied to tuition if accepted; refunded in full if not.
Perspectec Inc. · SEC-Registered Investment Adviser (CRD# 287591) · general@perspectec.com
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