Research Associate - Industrial Technology
Core
Conduct fundamental research on Industrials sector companies and securities to generate investment ideas and recommendations for clients and internal teams.
Role type
Associate-level fundamental research analyst (sell-side)
Builds
Investment reports, financial models, and client recommendations
Domain
Financial services / Industrials sector
Required skills
Financial statement analysis, financial modeling, data validation, industry analysis, written reporting, client communication
Preferred skills
CFA, CPA, technical designations, advanced critical thinking
Technologies
Bloomberg, Microsoft Office, internal data sources
Responsibilities
Assemble and validate data on quality growth companies; Build and update financial models; Prepare internal and external reports and presentations; Visit companies and attend conferences to build relationships; Formulate new investment ideas and issue recommendations; Respond to client and team inquiries
Seniority
Associate, execution-focused IC