Equity Research Associate

About the role

We are seeking candidates with a broad equity research background and the ability to support a diverse coverage universe that includes small- and mid-cap companies. Knowledge of Industrials is a plus but not required.

Responsibilities

• Work closely and collaborate with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions.
• Partner with Investment Professionals on their coverage to help generate investment ideas and monitor holdings by researching and analyzing companies and related industries, financial modeling, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts, and working as a key contributor in the investment process.
• Work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals.

Requirements

• Extensive experience with detailed financial modeling and fundamental analysis, working with sell-side firms and industry consultants, utilizing research tools, trade publications, online sources, regulatory filings, etc., and interpreting this information to generate insightful analysis.
• 2+ years of experience in a related field (equity research, investment banking, consulting, accounting or other).
• A strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals.
• A proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights effectively.
• The ability to thrive in team settings, ask good questions, bounce ideas off others, and proactively share your perspective.
• An inquisitive mind, demonstrating intellectual curiosity and analytical skills in areas of high complexity surrounding financial markets and industry trends.
• To apply sound judgment in resolving conceptually complex matters.
• To apply effective written and oral communication skills.
• To collaborate and develop/maintain relationships both inside and outside the organization.
• To be available for occasional travel on research trips to meet with company management teams and investment professionals.
• To seek and view feedback as essential to learning and improvement and to be self-aware.

Qualifications

• A bachelor’s degree in finance, economics, STEM or a relevant field of study.
• Familiarity with programming languages (Python, SQL), LLMs, data visualization tools (Tableau, PowerBI) and data platforms is a plus, but not necessary.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in financial modeling and research tools.

Benefits

• Company-funded retirement contribution.
• 2-for-1 matching gifts for charitable contributions and the opportunity to secure annual grants for the organizations you love.
• On-demand professional development resources.

Pay

• Southern California Base Salary Range: $141,648-$226,637
• San Francisco Base Salary Range: $165,185-$264,296
• New York Base Salary Range: $150,155-$240,248

Schedule

• Flexible work options.