Equity Research Associate
About The Position
As one of our Fundamental Research Group (FRG) Associates, you will work closely and collaborate with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions. You will partner with Investment Professionals on their coverage to help generate investment ideas and monitor holdings by researching and analyzing companies and related industries, financial modeling, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts, and working as a key contributor in the investment process. You will work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals. We’re seeking candidates with a broad equity research background and the ability to support a diverse coverage universe that includes small- and mid-cap companies. Knowledge of Industrials is a plus but not required.
Requirements
- Extensive experience with detailed financial modeling and fundamental analysis.
- Experience working with sell-side firms and industry consultants.
- Experience utilizing research tools, trade publications, online sources, regulatory filings, etc., and interpreting this information to generate insightful analysis.
- 2+ years of experience in a related field (equity research, investment banking, consulting, accounting or other).
- Passionate about a career in equity research with a strong interest in long-only investing.
- Strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals.
- Proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights effectively.
- Thrive in team settings.
- Ask good questions, bounce ideas off others and proactively share your perspective.
- Enjoy learning new things and can flex to varying work styles and expectations.
- Inquisitive mind, demonstrating intellectual curiosity and analytical skills in areas of high complexity surrounding financial markets and industry trends.
- Apply sound judgment in resolving conceptually complex matters.
- Apply effective written and oral communication skills.
- Collaborate and develop/maintain relationships both inside and outside the organization.
- Seek and view feedback as essential to learning and improvement and are self-aware.
- Bachelor’s degree in finance, economics, STEM or a relevant field of study.
Nice To Haves
- Knowledge of Industrials is a plus.
- Familiarity with programming languages (Python, SQL).
- Familiarity with LLMs.
- Familiarity with data visualization tools (Tableau, PowerBI).
- Familiarity with data platforms.
Responsibilities
- Conduct bottom-up fundamental research and analysis to drive investment decisions.
- Partner with Investment Professionals on their coverage to help generate investment ideas and monitor holdings.
- Research and analyze companies and related industries.
- Perform financial modeling.
- Draft reports.
- Facilitate meetings with management teams, sell-side firms, and industry experts.
- Act as a key contributor in the investment process.
- Work on projects with growing complexity over time.
- Receive direction and mentorship from experienced investment professionals.
- Support a diverse coverage universe including small- and mid-cap companies.
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution (15% of eligible earnings)
- Generous time-away
- Health benefits from day one
- Opportunity for flexible work options
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for charitable organizations
- Access on-demand professional development resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
