Associate, Research
Core
Conduct industry diligence and primary research to evaluate trends, build financial operating models, and develop investment theses for companies under coverage.
Role type
Associate, Equity Research Analyst
Builds
Investment reports, price targets, and financial operating models for buy-side clients
Domain
Financial Services / Equity Research
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Building detail operating models, valuation analysis (DCF, precedent transactions, comparables), accounting standards (GAAP, IFRS), industry supply chain mapping, expert network utilization, sentiment analysis, Factset, Eikon, Bloomberg, alternative data integration, Microsoft Excel, CapIQ, MergerMarket
Preferred skills
N/A
Technologies
Factset, Eikon, Bloomberg, Microsoft Excel, CapIQ, MergerMarket
Responsibilities
Debrief internal stakeholders on market-moving events, conduct industry diligence and primary research, build financial operating models, conduct valuation analysis, identify catalysts and develop investment theses, write investment reports, develop relationships with buy-side clients
Seniority
Associate, 4+ years experience