Analyst / Associate: Equity Research, North American Banks

Responsibilities

• Conducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments
• Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data
• Affords assistance with the preparation of associated financial models and written reports
• Performs complex financial modeling & valuation work
• Writes regular industry and company reports and company launch initiations from scratch
• Develops databases integral to our research product
• Demonstrates strong industry knowledge and business judgment
• Collaborates with Senior Analysts to develop key industry themes
• Builds relationships and facilitates information flow with contacts at covered companies
• Participates and contributes to client meetings and events
• Attends meetings and interacts with key opinion leaders
• Closely follows and understands market, industry and company specific activity
• Seeks out new, unusual sources of information
• Interacts regularly with clients

Qualifications

• Bachelor’s Degree or equivalent years of experience, CFA preferred
• 2-4 years of experience focusing in equity research, buy side experience or investment banking experience
• Strong writing and modeling skills. Must be an expert at MS Word and MS Excel, using AI tools
• Must be able to thrive in a fast-paced and intense environment.
• Must have excellent communications skills, written and verbal
• Must enjoy following the stock market and doing desktop and field research
• Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
• Must have strong attention to detail, ability to multi-task
• Must work well in a collaborative team environment

Shift

• 1st shift (United States of America)

Hours Per Week

• 40