Equity Research Associate- Disruptive Industrial Tech

Responsibilities

• Working in partnership with the Senior Analyst, the objective of the Associate is to:
  • Build strong industry knowledge of the Industrial Technology sector;
  • Develop, maintain and forecast detailed earnings models (revenue model, income statement, balance sheets, cash flow);
  • Analyze industry market, economic and technology trends;
  • Assist in writing reports/notes on companies under coverage universe, related companies and industry analysis;
  • Develop relationships with management teams and industry contacts;
  • Communicate with sales force and traders, clients and company management teams.

Key Qualifications / Requirements

• 2-4 yrs. of experience in finance or accounting, preferably Equity Research or Investment Banking experience;
• Bachelor’s degree in Accounting or Finance preferred;
• Sector-specific certifications such as Securities Industry Essentials, Series 63, 7, 86 and 87 (possession or willingness to obtain);
• Progress towards CFA a plus;
• Self-starter with ability to work independently ;
• Strong work ethic with a focus on teamwork;
• High fluency in accounting and financial statement analysis;
• Advanced knowledge of Excel;
• Highly detail-oriented;
• Exceptional verbal and written communication skills;
• Passionate interest in equity markets and technology.

Pay

The good-faith expected salary range for the above position is $115,000- $140,000 depending on factors including but not limited to the candidate’s experience, skills, license registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance, flexible spending, commuter; and paid time-off plan.