Equity Research – Associate, Asset Managers, Brokers and Exchanges (New York)
Core
Build and maintain financial models and write company-specific and industry research notes to support investment decisions for buy-side clients.
Role type
Associate Equity Research Analyst (Sell-side)
Builds
Proprietary equity research reports and financial models
Domain
Financial Services / Equity Research
Required skills
Financial modeling, Accounting, Economics, Financial analysis, Industry analysis, Excel (advanced), Data analysis, Client communication, Primary research, AI-enabled research tools
Preferred skills
Investment Banking experience, CFA designation, Strong accounting background
Technologies
Excel, AI-enabled research tools
Responsibilities
Create and maintain earnings, valuation, and industry models; Write research reports for coverage initiations and analysis; Interact with institutional investors to provide data and models; Analyze industry news and developments; Conduct industry diligence via surveys and expert calls; Assist internal sales and trading teams with breaking news analysis.