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 analyzing financial statements, building company models, 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 / Equity Research
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
Financial statement analysis, company modeling (IS/BS/CF), equity research reporting, investment thesis formulation, industry data sourcing, client communication
Preferred skills
CFA Charter, AI tool usage, familiarity with Dealogic/Preqin/Morningstar
Technologies
Excel, Bloomberg, FactSet, Word, PowerPoint
Responsibilities
Build and maintain detailed company models; Analyze financial statements and company filings (10-K, 10-Q); Write equity research reports and formulate investment theses; Participate in site visits and management meetings; Communicate investment recommendations to clients; Establish industry and regulatory relationships
Seniority
Senior, hands-on IC