About The Position

The Research Associate I supports senior-level Research Analysts by gathering information and data, conducting analysis and modeling, and providing organizational support. Under immediate supervision, the associate is expected to apply or quickly learn core research skills in accounting, finance, valuation, and financial modeling, along with effective verbal and written communication. The role is part of Stifel’s Equity Research Group, which provides industry coverage and research analysis.

Requirements

  • Bachelor’s degree.
  • 0 to 2 years of Financial Services or relevant industry experience.
  • Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Ability to combine information to form general rules or conclusions (inductive reasoning).
  • Critical-thinking skills, including using logic and reasoning to assess alternative solutions, conclusions, or approaches.
  • Judgment and decision-making skills to weigh potential actions and select appropriate ones.
  • Time-management skills to manage priorities and meet deadlines.
  • Oral and written communication skills to convey information and ideas clearly.
  • Knowledge of economics, accounting, finance, securities analysis, financial markets, industry analysis, and financial-data reporting and terminology.

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 that relate constants, variables, restrictions, alternatives, conflicting objectives, and numerical parameters.
  • Analyze information obtained from management to conceptualize and define operational problems.
  • Validate and test models for adequacy, reformulating them as necessary.
  • Build and update comparable-company (comp) sheets.
  • Manage databases and electronic data services, such as Bloomberg and FactSet.
  • Meet special-project demands from senior-level Research Analysts.
  • Use available resources to identify and locate relevant data.
  • Build industry knowledge and contacts.

Benefits

  • Discretionary bonuses
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Prescription insurance
  • Stifel Total Health Connect
  • Flexible spending accounts
  • Tuition and certification assistance programs
  • Paid time off
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