Equity Research Associate

StoneXNew York, NY
18h$110,000 - $130,000

About The Position

Connecting clients to markets – and talent to opportunity We have acquired The Benchmark Company, LLC—a full-service investment banking firm with equity research and deep market and industry expertise. With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth. The Benchmark Company, a boutique research, sales & trading, and investment banking firm, is looking to add an Equity Research Associate to its research team. Primary responsibilities will include supporting a Senior Analyst in covering a broad range of sector-specific stocks ; building out and maintaining complex financial models; drafting written research reports; participating in corporate access events; and preparing marketing materials. The ideal candidate will have a background in finance and/or economics with experience in the investment business. The candidate must be able to handle heavy workloads on a compressed timetable, particularly during earnings season, in an organized and efficient manner. The candidate must possess strong writing skills and a firm understanding of investment terminology.

Requirements

  • Received undergraduate degree in economics, finance or accounting required
  • Relevant experience in the finance industry, specifically investment business
  • Willing to obtain FINRA Series 7, 63, 86 & 87 Licenses
  • Knowledge of Microsoft Excel and PowerPoint is required
  • Experience with report design and statistical analysis in a business or corporate environment
  • Ability to execute projects in an independent and/or team environment
  • Strong verbal communication skills and attention to detail are mandatory

Nice To Haves

  • CFA and/or MBA a plus
  • Experience creating financial models is strongly preferred but not mandatory

Responsibilities

  • Supporting the Senior Analyst in covering a number of high-profile stocks
  • Maintaining contact with Benchmark’s sales and trading platform, global institutional clients and senior company executives with the common goal of developing all aspects of Benchmark’s business
  • Building out lead coverage and obtaining market leading client recognition in a number of stocks
  • Interacting with public company executives at corporate access events
  • Providing investment insight and impacting the investment research process
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