Equity Research Associate - Strategy
Core
Build financial models and databases, author research reports and thematic pieces, and conduct quantitative and fundamental analysis of U.S. equity markets to support investment views.
Role type
Associate equity research strategist
Builds
High-quality research reports, thematic pieces, and marketing materials for internal and external stakeholders
Domain
U.S. equity markets, investment strategy, asset management
Required skills
Financial modeling, quantitative analysis, fundamental analysis, data synthesis, Excel, PowerPoint, Python, R, SQL, large dataset management, statistical analysis
Preferred skills
CFA, FINRA licenses (Series 7, 63, 86, 87), financial data platforms (FactSet, Bloomberg, Capital IQ), data visualization tools
Technologies
Python, R, SQL, FactSet, Bloomberg, Capital IQ
Responsibilities
Build and maintain financial models and databases; author research reports and thematic pieces; conduct quantitative and fundamental analysis; monitor market developments and earnings trends; collaborate with sales and trading to communicate investment views
Seniority
Associate, 1-3 years experience