Research Associate I - Enterprise Software

Stifel Bank • Houston, TX

301d • $90,000 - $110,000

About The Position

Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communication.

Requirements

• Bachelor's degree.
• 0 to 2 years of Financial Services or relevant industry experience.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Responsibilities

• Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
• Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
• Analyze information obtained from management in order to conceptualize and define operational problems.
• Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
• Building and updating comp sheets.
• Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.).
• Meet the special projects demands of the senior level Research Analysts.
• Use all resources to determine and locate relevant data.
• Build industry knowledge and contacts.

Benefits

• Discretionary bonuses.
• Health, dental, vision, and prescription insurance offerings.
• Stifel Total Health Connect.
• Flexible spending accounts.
• Tuition & certification assistance programs.
• Paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree