Equity Research Associate

Role Overview

• Update three-statement financial models for publicly traded companies’ earnings reports
• Build and support the review of detailed three-statement financial models for publicly traded companies
• Contribute to sub-sector-specific and/or coverage wide model improvements
• Develop sector expertise to support the development of modeling standards, dashboards for comparative analysis, and new model features
• Document modeling best practices
• Support Analysts in providing exceptional client service to all users
• Conduct other ad-hoc general research and other company due diligence
• Participate in training new members of the Research Team

Requirements

• 2+ years of experience in equity research or an adjacent discipline
• Strong financial modeling skills and sector understanding
• Progress towards CFA, CPA or MBA is preferred
• Strong Microsoft Excel skills
• Demonstrated ability to manage deadlines and deliver accurate outputs
• Leadership traits and/or experience training or mentoring peers
• Proven ability to support client service and contribute to team strategy

Benefits

• Health insurance
• Paid time off
• Professional development opportunities