US Equity Research - Small and Mid Cap Industrials - Analyst
About The Position
The Analyst will cover Small and Mid Cap Industrials in U.S. Equity Research, developing industry expertise and supporting industry analysis and company-specific coverage. The work spans analysis of earnings releases, regulatory filings, news and industry events; forecasting company financials and industry dynamics; valuation; and writing research notes and sector reports. The Analyst will also communicate with internal and external clients, industry experts and management teams, and partner with Sales and Trading to provide comprehensive client coverage and market intelligence. The research environment is fast-paced, demanding and intellectually stimulating.
Requirements
- Hold FINRA Series 86 and Series 87 licenses.
- Have two to three years of experience in equity research and/or investment banking.
- Strong accounting, finance, quantitative and business communication skills, as well as modeling, forecasting and valuation experience.
- Advanced proficiency in Excel.
- Ability to multitask and collaborate within a team environment, as well as work independently.
- Strong organizational skills, excellent attention to detail and a proven ability to meet deadlines in a dynamic environment.
- Passion for the markets and interest in the Small and Mid Cap Industrials sector.
Nice To Haves
- CFA charterholder or progress toward the CFA charter.
- Some coding capabilities, such as VBA or Python.
Responsibilities
- Build and maintain Excel-based models to forecast company financials and project industry dynamics.
- Perform detailed valuation work to support stock recommendations.
- Analyze complex data sets, news releases, regulatory filings and industry events to develop views on covered companies and the industry.
- Write research notes on covered companies and sector reports, and prepare presentations.
- Build relationships and communicate effectively with internal and external clients, industry experts and management teams.
- Fulfill client requests in a timely and thorough manner.
- Demonstrate intellectual curiosity and seek to generate ideas for differentiated research products.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
