Equity Research Associate - Sustainability

Canaccord Genuity LLC•Boston, MA

8d•$90,000 - $110,000•Onsite

About The Position

The Sustainability team at Canaccord Genuity plans to hire an equity research associate to be based in the company’s Boston office. The ideal candidate is a self-motivated, intellectually curious, critical thinker who is both artistically-minded and detail-oriented, and enthusiastic about Sustainability, future mobility and the markets. You will join as part of a team supporting a very experienced Managing Director of Sustainability Equity Research with a mentorship/partnership philosophy relative to all members of the team. As an associate supporting the franchise, your responsibilities will be all-encapsulating. Primary responsibilities will be to anticipate and track relevant industry trends, writing sections of equity research reports, and building/updating financial models. An effective research associate will become self-sufficient to a level that allows the Senior Analyst to spend more time on outward facing research and client contact. Over time, the associate will become the Senior Analyst’s trusted partner, assisting in nearly all aspects of the franchise.

Requirements

Passionate about stocks and the financial markets.
Four-year bachelor's degree.
Proficiency in MS Office, particularly Word, Excel, and Power Point.
Strong written and oral communication skills.
Strong grammar/writing skills and attention to detail.
Exceedingly strong work ethic.
Highly self-motivated.
Highly organized.
Proactive.
Simultaneously manage multiple tasks.
Strong attention to detail.
Common sense.
Quick on their feet.
Fast learner.
Highly responsive.
Ability to sift the signal from the noise.
Superior quantitative, analytical, and writing skills.
Ability to communicate clearly and concisely.
Take pride in every aspect of the process.

Nice To Haves

Series SIE, 63, 86, 87 will be required soon after starting the position, but are not prerequisites for consideration.

Responsibilities

Track coverage of company products, strategies, catalysts, and competitors.
Gather information from industry conferences, blogs, trade journals, regulatory documents, interaction with company executives, and live site visits.
Conduct outbound surveys and key opinion leader (KOL) diligence calls with industry contacts.
Summarize key quarterly updates from earnings calls.
Fully and independently update financial models, cash flow and balance sheet models.
Incorporate conclusions/positioning commentary text provided by the senior analyst.
Prepare 20+ page initiation of coverage reports, including text, graphics, and complete models and valuation methodologies.
Communicate key aspects of investment opinions for companies within coverage both internally and externally (after passing regulatory tests).
Possess strong organization and time management skills.
Help prioritize key initiatives that create differentiation and long-term value for the franchise and firm overall.
Be self-motivated and self-driven.

Benefits

15 days of paid vacation accrual per year
20 days of vacation accrual after 3 years with the firm
Unlimited sick days
Medical and dental insurance
Vision insurance - 100% company-paid benefit
Employee Wellness Program - 100% company-paid benefit
Mental health benefits: 3 free therapy sessions per occurrence per year
Support and guidance for everyday issues including, but not limited to, legal consultation, financial expertise, child or elder care, home repair, housing needs, adoption, etc.
Access care on-demand via phone, over live chat, email, or in-person
Life insurance - 100% company-paid benefit
Short-term disability insurance - 100% company-paid benefit
Long-term disability benefits
Pet insurance
Equinox preferred rates
401(k) with employer match
Employee Stock Purchase plan with employer match
Commuter pre-tax benefits
Tuition reimbursement