Equity Research Associate - US Banks
Core
Support the Financial Institutions Group in delivering in-depth company and industry research on the largest and most complex U.S. financial institutions.
Role type
Equity Research Associate
Builds
Written research recommendations, earnings previews, and reviews for institutional investors and trading desks.
Domain
U.S. Banking / Financial Institutions
Required skills
Financial modeling, valuation modeling, macroeconomic analysis, industry trend analysis, written communication, Excel proficiency, project management
Preferred skills
None stated
Technologies
Excel
Responsibilities
Create and maintain earnings, balance sheet, capital, and valuation models for U.S. large cap banks; Analyze industry and macroeconomic trends including interest rates, credit, capital, funding, and regulatory developments; Produce weekly and monthly written research publications; Develop relationships with management teams, investor relations professionals, and industry contacts; Communicate stock views and industry themes to institutional investors, trading desks, and internal constituencies.
Seniority
Junior to Mid-level (1-3 years experience)