Equity Research Associate- E&P (Energy)

Responsibilities

• Develops expertise on industry and related companies to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
• Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on investment recommendation.
• Builds effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
• Maintains an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media.

Skills

• Works with general supervision on analyzing data trends for use in reports to help guide decision making.
• Uses clear and effective verbal communications skills when required on expressing ideas, requesting actions or explaining complex recommendations.
• Communicates with internal and external clients in a clear, concise and compelling manner.
• Creates relevant, lucid and effective investment reports.
• Sufficient understanding of accounting and financial statement analysis.
• Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.
• Data analytics/coding skills preferred.

Qualifications

• General Experience - 13 months to 3 years
• Certifications: Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 86 and 87_RS - Research Analyst - Financial Industry Regulatory Authority (FINRA) or ability to obtain within your first year.

Benefits

• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.