Associate Research, Energy Services

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

## About the role

Who Are We?

ATB Cormark Capital Markets is a full-service capital markets firm offering a wide range of financial solutions across North America. Established in 2020, with the combination of ATB Corporate Financial Services and AltaCorp Capital and expanded in 2025 with Cormark Securities Inc. joining the firm, the team has developed a reputation for building strong, lasting client relationships.

Above all, we believe our clients deserve excellence. With expanded financial and advisory service offerings and a highly specialized team, we bring entrepreneurism, unique opportunities and creative solutions with integrity and an unwavering commitment to serve our clients’ best interests.

ATB Cormark Capital Markets is looking for a Research Associate, Energy Services to support our Equity Research Team, with a sector focus on Energy. As ATB’s next Research Associate you are curious, hungry and passionate about equity markets and investing. You are a team player, eager to learn and looking to grow in your career.

## Accountabilities

• Assist in the preparation of written reports on company financial results, industry trends and investment ideas, including writing, editing, quality control, preparation of financial tables and exhibits, and final report preparation.

• Input and manipulate data in company financial models and create exhibits suitable for publishing and analysis.

• Conduct primary research from industry and financial sources.

• Develop and grow a working understanding of industry trends for use in investment idea generation.

• Liaise with executive management teams of various companies to understand business operations and updates.

• Prepare and maintain marketing presentations as required.

• Liaise with sales, trading and other areas of the firm within regulatory guidelines.

• Comfortable presenting to executives and other stakeholders.

## Skills, experience & requirements

• A university degree in finance, business, economics, accounting or similar. A degree in technical engineering, geosciences, or natural resource management will also be considered.

• Two to five years of experience in Capital Markets, in a related financial services role, or at an energy or energy services company is preferred.

• Completion or eligibility to enroll in the Chartered Financial Analyst (CFA) program is preferred.

• Strong accounting, financial modeling, technical and writing skills.

• High proficiency in written and spoken English is a must.

• Must have Intermediate Excel skills or higher and can perform XLOOKUP / VLOOKUP, build Pivot Tables, and use SUMIFS / COUNTIFS.

• Confident with strong communication skills and a drive to succeed.

• Ability to work independently, perform under pressure and meet tight deadlines, sometimes for extended periods.

• Ability to multi-task and manage several on-going projects at the same time with a client-oriented focus.

• High level of dedication, diligence, and pride in quality of work.

• Experience with Geoscout is considered an asset.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.