Research Analyst - U.S. Growth & Core (Financials)
Core
Identify quality growth and core companies in the financials sector to generate above-average results for clients with less risk than the market through fundamental research and systematic inputs.
Role type
Buy-side financials research analyst
Builds
Industry and company reports, presentations, financial models, and investment ideas
Domain
Financial services / Investment research
Required skills
Fundamental research, financial modeling, statistical analysis, data gathering, investment analytics, regulatory knowledge
Preferred skills
MBA, prior financials coverage in capital markets/consumer finance/fintech, quantitative tools proficiency
Technologies
Bloomberg, Microsoft Office
Responsibilities
Develop detailed knowledge of assigned industries and companies; gather and maintain research data; collect information on financial performance and management; utilize quantitative tools for market analysis; develop financial models for revenue, income, cash flow, and balance sheet projections; prepare reports and presentations; provide input for new investment ideas; participate in meetings with management and brokers; ensure compliance with regulations.
Seniority
Mid-level, hands-on IC