Research Associate II - Medical Technology & Supplies
About The Position
Under general supervision, this role is responsible for providing information, data gathering, analysis, modeling, and organizational support to senior-level Research Analysts. The Associate II has mastered the foundational skills of an Associate I and at this level, assumes significantly more writing and modeling responsibilities. This role is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. The individual must be able to handle basic questions from Sales and Clients and is beginning to represent the associates in internal research presentations.
Requirements
- Bachelor's degree
- 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
- Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
- Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated 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 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.).
- Must be able to clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
- Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
- Develop written product with modest direction from the senior level Research Analyst.
- Able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.
- Meets the special projects demands of the senior level Research Analysts.
- Uses all resources to determine and locate relevant data.
- Continues to build industry knowledge.
- Continues to develop external sources (management teams, suppliers, and customers).
- Must be able to integrate these sources in the research product.
- Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
Benefits
- discretionary bonuses
- health / dental / vision / prescription insurance offerings
- Stifel Total Health Connect
- flexible spending accounts
- tuition & certification assistance programs
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
