Research Sr Associate (Non-lending Financials) - Assistant Vice President
Core
Deliver high-quality investment insights to credit investors on a global basis through written research, modeling, and investor communications.
Role type
Senior IC equity research analyst (non-lending financials)
Builds
Regular written research, earnings previews/recaps, initiation reports, deep dive notes, company models, and relative value sheets
Domain
Financial services / Equity Research / Credit Investors
Required skills
Equity research experience, accounting knowledge, financial modeling, risk assessment, client communication, report writing, stakeholder management, regulatory compliance
Preferred skills
MBA or graduate degree, CFA charter, experience supporting senior research analysts
Technologies
Financial modeling tools, earnings data platforms
Responsibilities
Maintain and update existing company models; create new models; maintain relative value sheets; assist with publication of earnings previews, recaps, initiation reports, and deep dive notes; assist with client inquiries and requests; coordinate investor meetings and conference calls with consultants and management teams
Seniority
Senior, hands-on IC