KPB Sr Research Analyst
Core
Conducting investment research on equity securities, creating valuation models, and advising client portfolio managers and traders.
Role type
Senior IC equity research analyst
Builds
Valuation models, screening reports, and market commentaries for client portfolio managers and traders
Domain
Financial services / Equity research
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, regression analysis, financial statement review, sell-side research analysis, Bloomberg/AlphaSense/S&P Capital IQ Pro proficiency, Microsoft Excel/Word
Preferred skills
None stated
Technologies
Bloomberg, AlphaSense, S&P Capital IQ Pro, Microsoft Office Suite
Responsibilities
Reviewing sell-side research reports and company filings, creating models/spreadsheets for valuation and screening, participating in conference calls with corporate management, preparing financial forecasts and relative valuation models, producing research on specific companies and sector trends, documenting investment decision flows
Seniority
Senior, hands-on IC