Analyst/ Associate: Equity Research - Brokers, Asset Managers, & Exchanges
About The Position
The #1 Extel ranked Brokers, Asset Managers, & Exchanges Research team covers over 30 stocks including Blackstone, BlackRock and Robinhood with high investor interest, secular growth and an IPO pipeline. We are looking for someone with a strong analytical skillset and a passion for investing. We are targeting a candidate with 1-3 years of experience in finance. In the role, the candidate will work closely with both the Senior Analyst and 4 other team members in all aspects (research, financial modeling, idea generation, corporate access, IPOs), Responsibilities 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 Qualifications Bachelor’s Degree or equivalent years of experience Interest in the financial sector and markets Min 1-3 years of experience focusing on equity research, financial services, buy side, or investment banking Strong writing and modeling skills. Must be an expert at MS Word and MS Excel 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
Requirements
- Bachelor’s Degree or equivalent years of experience
- Interest in the financial sector and markets
- Min 1-3 years of experience focusing on equity research, financial services, buy side, or investment banking
- Strong writing and modeling skills. Must be an expert at MS Word and MS Excel
- 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
Responsibilities
- 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
- This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
