Job Description

The Equity Research Associate will assist in the research process, working closely with the firm’s U.S. equity research analysts and portfolio managers in making investment recommendations. The Associate will also provide backup support to other areas of investment activities.

Responsibilities

• Support Research Analysts identifying and formulating new investment ideas
• Updating/maintaining proprietary financial models
• Reading, analyzing and summarizing company earnings calls, SEC filings, and other pertinent information.
• Creating new financial models and maintaining comparable spreadsheets
• Participation in due diligence meetings
• Research in various industries and miscellaneous projects
• Review and prepare reports using markets data services and other analytical tools (e.g., FactSet, Bloomberg, etc.)

Qualifications

• BA/BS
• Two to four years of equity research, investment banking, or accounting experience required
• CFA or progress towards this designation is a plus, but not required
• Must have a strong understanding of accounting and financial statements
• Must be self-motivated and able to work independently
• Knowledge of the Industrial and Consumer sectors is a plus (but not prerequisite)
• Professional demeanor and ability to work well in a fast-paced environment
• Ability to manage multiple tasks concurrently
• Proficiency in Microsoft Office and other analytical systems (e.g. FactSet, Bloomberg) 

Job Tags

Similar Jobs