Equity Research Associate – U.S. Financials – Brokers, Asset Managers & Trust Banks
Core
Develop and market equity research products for U.S. Financials (brokers, asset managers, trust banks) by building financial models, analyzing filings, and formulating investment theses.
Role type
Senior Equity Research Associate (IC)
Builds
Equity research reports, investment theses, and industry analysis products
Domain
U.S. Financials (Banking, Brokerage, Asset Management)
Required skills
Financial modeling (IS/BS/CF), Financial statement analysis, Equity research, Investment thesis formulation, Client communication, Industry data analysis
Preferred skills
CFA Charter, AI tools usage, Dealogic/Preqin/Morningstar familiarity
Technologies
Excel, Word, PowerPoint, Bloomberg, FactSet, Dealogic, Preqin, Morningstar
Responsibilities
Build and maintain detailed company models (IS/BS/CF), Analyze financial statements and news, Write equity research reports, Participate in site visits and management meetings, Communicate investment recommendations to clients, Establish industry and regulatory relationships
Seniority
Senior, hands-on IC