Analyst / Associate: Equity Research, North American Banks
About The Position
The North American Banks Research team covers 40+ stocks across the US and Canada with over $4 trillion in market capitalization, including US large- and mid-cap banks, Canadian banks, and M&A boutiques. The team is looking for someone with intellectual curiosity and the aptitude to ramp quickly in a fast-evolving banking sector, undergoing secular shifts tied to stablecoins and digital assets, AI, and a shifting regulatory backdrop. This role provides an opportunity to work with top-ranked analysts across all aspects of the research process—from idea generation to company meetings—and plays a critical role in financial modeling, qualitative analysis, and writing research reports.
Requirements
- Bachelor’s Degree or equivalent years of experience
- 2-4 years of experience focusing in equity research, buy side experience or investment banking experience
- Strong writing and modeling skills
- Must be an expert at MS Word and MS Excel, using AI tools
- Must be able to thrive in a fast-paced and intense environment
- Must have excellent communications skills, written and verbal
- Must enjoy following the stock market and doing desktop and field research
- Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
- Must have strong attention to detail, ability to multi-task
- Must work well in a collaborative team environment
Nice To Haves
- CFA preferred
Responsibilities
- Conducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments
- Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data
- Assists with the preparation of associated financial models and written reports
- Perform complex financial modeling & valuation work
- Write regular industry and company reports and company launch initiations from scratch
- Develop databases integral to our research product
- Demonstrate strong industry knowledge and business judgment
- Work with Senior Analysts to develop key industry themes
- Build relationships and facilitate information flow with contacts at covered companies
- Participate and contribute to client meetings and events
- Attend meetings and interact with key opinion leaders
- Closely follow and understand market, industry and company specific activity
- Seek out new, unusual sources of information
- Interact regularly with clients
Benefits
- access to paid time off
- resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
