Roth Canada is the Canadian affiliate of Roth Capital Partners, regarded as one of the leading underwriters in the United States for small cap and growth equity names. Known for leading corporate access events, including one of the largest investment conferences in the US, Roth Capital Partners has been part of over $66bn in transaction value over the last 5 years, and over 2,400 transactions in the last 30 years. Servicing over 2,000 active institutional accounts, with over 430 companies under research coverage.

Roth Canada was launched in 2021 to support Canadian companies’ growth, helping augment Canadian distribution with a differentiated investor base across the US and internationally. Roth Canada is looking to add an Equity Research Associate to support a Senior Energy Research Analyst covering Canadian oil and gas producers: conventional and unconventional E&Ps;, oil sands, and royalty companies, with an emphasis on SMID-cap names across the Western Canadian Sedimentary Basin.

The Equity Research

Associate is responsible for research, client support, data collection, and statistical studies on industries and individual companies and their securities. Through training and on-the-job experience, the Research Associate learns the techniques and develops the skills necessary to research and analyze investment securities and to prepare and present investment recommendations. Build and maintain detailed operating and financial models,



including quarterly and annual production forecasts by asset and product stream, three-statement financials, and net asset value (NAV) build-ups, Extract and interpret data from SEDAR+ filings (MD&A;, financial statements, AIFs, NI 51-101 reserve statements), investor presentations, and provincial well and production databases (geoSCOUT & XI AssetBook), Maintain comparable company and precedent transaction analyses, price decks, and sector screens, Draft sections of initiation reports, quarterly earnings notes, company updates, and industry thematics, Support the analyst on client calls, marketing trips, conferences, and corporate access events, CFA institute standards of practice).

The ideal candidate must be a quick learner with a keen interest in understanding the oil and gas industry from operational, technological, and financial perspectives, as well as a desire to master the art of researching and analyzing data. ~ BComm or MBA). A technical discipline (i.e. engineering or geology) is a plus; ~ A CFA designation, or working towards one, is desired but not necessary; ~1-3 years of experience working in a capital markets, corporate finance and/or a technical oil & gas role; ~ Advanced Excel skills and demonstrated financial modeling ability; comfort building formula-driven, auditable models from scratch ~ Familiarity with geoSCOUT, AssetBook, FactSet and/or Bloomberg is an asset ~ Exceptional attention to detail, plus demonstrated writing/communication skills; ~

📌 Associate Research Fellow/Research Fellow (Calgary)
🏢 MKM Partners
📍 Calgary