Equity Research Associate
Johnson Investment Counsel•Cincinnati, OH
•Onsite
About The Position
To provide equity research support to the Research Department, collecting relevant financial information and assisting product managers and analysts in security selection and portfolio management.
Requirements
- Four-year degree in Finance/Economics or related field
- 0-3 years of investment research or related experience
- Demonstrate commitment to achieving CFA designation
- Strong analytical skills
- Excellent communication skills, both written and oral
- Good organizational skills
- Demonstrates initiative and ability to work both independently and in a team environment
- Proficient in Microsoft Office
- United States Citizen or lawful permanent resident
Nice To Haves
- Prior experience with FactSet, Bloomberg, or Advent a plus
Responsibilities
- Provide support to equity research analysts and product managers
- Monitor daily news reports relevant to fund holdings and monitor list stocks
- Maintain spreadsheets of key fundamental data and portfolio characteristics
- Analyze performance attribution, evaluate return/risk characteristics, perform peer comparisons
- Assist research analysts in expanding their coverage list and provide analytical support
- Produce introductory reports that describe companies, basic fundamental and valuation data
- Perform project work collecting third-party information and conducting data analysis
- Help to produce research presentations and publications for internal and external use
- Promote and maintain frequent interaction with product managers and analysts
- Work on special projects as directed by the Director of Research
- Develop skill set and experience necessary to become a research analyst
- Leverage AI tools to accelerate and improve research processes
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
