CareerPlan

Equity Research Associate - Industrials

Cleveland, OH, USFull-time$80k–$150k2026-11-06 → 2026-11-10
Hybrid

Core

Assist senior professionals in analyzing industrials sector companies and securities to formulate investment recommendations and reports.

Role type

Associate equity research analyst (industrials)

Builds

Equity research reports, financial models, and investment recommendations for the firm and syndicate groups.

Domain

Financial services / Equity Research / Industrials

Required skills

Financial modeling, equity data manipulation, financial statement analysis, industry research, data synthesis, presentation skills

Preferred skills

Proficiency with Bloomberg/CapIQ, Microsoft Excel/Access, strong communication

Technologies

Bloomberg, CapIQ, Microsoft Excel, Microsoft Access

Responsibilities

Collect and evaluate statistical and financial data on the economy and markets; Analyze and synthesize data to identify business opportunities and investment trends; Formulate opinions and recommendations on securities; Prepare reports, models, and forecasts for investment policies; Interview company executives to develop information sources; Maintain company databases.

Seniority

Associate, entry-level to mid-level IC