Equity Research Associate
Core
Building and updating three-statement financial models for publicly traded companies to support client research and investment ideas.
Role type
Associate financial modeler (equity research)
Builds
Production financial models and comparative analysis dashboards for global public companies
Domain
Financial services / Equity research
Required skills
Three-statement financial modeling, sector expertise, Microsoft Excel, client service, deadline management, mentoring peers
Preferred skills
CFA, CPA, or MBA progress
Technologies
Microsoft Excel
Responsibilities
Update three-statement financial models for earnings reports, build and review detailed financial models, develop sector expertise for modeling standards, document modeling best practices, support analysts in client service, conduct ad-hoc research and due diligence, train new team members
Seniority
Associate, hands-on IC
