Equity Research Associate

Responsibilities

• Search, collect, consolidate and interpret company and industry data.
• Develop and maintain financial models, market monitoring systems, and databases.
• Prepare research reports, notes and briefs.
• Communicate and handle information requests.
• Meet with management teams of issuers, conduct onsite visits, and attend industry conferences.
• Provide administrative support as required.
• Other responsibilities as assigned

Requirements

• Resourceful in problem solving and creative in finding solutions.
• Self-motivated, organized, strong attention to detail, and willing to work within a flexible schedule.
• Takes ownership in one’s work and has a growth mindset.
• Excellent analytical skills and understanding of relevant financial and accounting techniques.
• Ability to express ideas effectively and fluently. Comfortable with client interaction.
• Ability to write clearly and concisely.
• Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail.
• Knowledge of spreadsheets, presentation software and research databases. Strong proficiency in MS Office, Excel, PowerPoint, and software applications. Bloomberg experience is considered an asset.
• Experience building three-statement financial models (income statement, balance sheet, and cash flow statement).
• Flexibility to work long hours and early mornings.

Qualifications

• CFA Level 1 or higher, preferred.
• 2 years of experience in the finance industry.
• Series 86 and 87 Licenses.