Equity Research Associate - Brokers, Asset Managers & Exchanges
Core
Analyze industry trends and company financials to build financial models and research reports for internal/external clients.
Role type
Associate equity research analyst
Builds
Earnings reports, company reports, monthly/weekly publications, and initiation reports
Domain
Financial services / Equity research
Required skills
Financial modeling, financial statement analysis, data analysis, business modeling, Excel proficiency, industry research
Preferred skills
Securities licensing (Series 63, 86/87), CFA designation, sell-side/buy-side equity research experience, investment banking experience, public accounting experience
Technologies
Excel
Responsibilities
Build and maintain financial models, analyze data and industry/company news, review business and trade publications, write research reports, communicate recommendations to sales/trading/clients, develop marketing materials, meet with management teams, attend industry conferences
Seniority
Associate, entry-level to mid-level IC