Research Associate, Global Financials
Core
Conduct fundamental equity research and analysis on global financial services companies to identify investment opportunities and support portfolio construction.
Role type
Research Associate (Equity Research)
Builds
Investment research reports, company updates, industry reviews, and financial models for internal investment teams.
Domain
Global Financial Services (Banks, Insurance, Asset Managers, Specialty Finance, FinTech)
Required skills
Financial statement analysis, Valuation modeling, Financial forecasting, Industry analysis, Investment thesis formulation, Risk assessment, Data synthesis, Financial modeling, Regulatory analysis, Market monitoring
Preferred skills
CFA Charter, Experience with financial institutions, Bloomberg/Visible Alpha proficiency, Advanced Excel/PPT, Institutional research platforms
Technologies
Bloomberg, Visible Alpha, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Conduct fundamental research on publicly listed financial institutions; Develop deep knowledge of sub-sectors and business models; Build and maintain detailed financial models and valuation frameworks; Analyze financial statements and regulatory filings to identify risks and opportunities; Generate investment research reports and company updates; Attend meetings with company management and external research providers; Monitor sector developments and macroeconomic trends; Assist in sourcing and evaluating investment ideas; Collaborate with Portfolio Managers and Research Analysts on portfolio construction.
Seniority
Junior to Mid-level, hands-on IC