Equity Research Associate – Financial Services Group
Responsibilities
- Work in partnership with the senior analyst to conduct extensive company and industry research
- Create financial models and valuation analyses
- Write company reports, industry reports, and develop investment recommendations
- Form relationships with company management teams through meetings, calls, roadshows, etc.
- Make company visits and attend industry conferences
- Develop industry expertise and market research
- Market team's research and investment recommendations to sales force and institutional investors
Requirements
- At least one year of Equity Research or Investment Banking experience preferred
- Financial Services industry background preferred (Banking, Fintech, Payments, etc.)
- Strong interest in the stock market and a demonstrated record of professional, academic, and personal achievement
- Outstanding interpersonal and written communication skills
- Outstanding quantitative and organizational skills
- A strong competitive spirit balanced by a proven ability to work as part of a team
- Bachelor’s degree in Accounting, Finance, or Economics required
- Strong financial modeling experience required
- Series 86 and 87 required (or willingness to obtain)
- Progress towards CFA a plus
Qualifications
Must have at least one year of Equity Research or Investment Banking experience preferred
Financial Services industry background preferred (Banking, Fintech, Payments, etc.)
The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently
Outstanding interpersonal and written communication skills
Outstanding quantitative and organizational skills
A strong competitive spirit balanced by a proven ability to work as part of a team
Bachelor’s degree in Accounting, Finance, or Economics required
Strong financial modeling experience required
Series 86 and 87 required (or willingness to obtain)
Progress towards CFA a plus
Skills
Strong interest in the stock market and a demonstrated record of professional, academic, and personal achievement
Outstanding interpersonal and written communication skills
Outstanding quantitative and organizational skills
A strong competitive spirit balanced by a proven ability to work as part of a team
Financial Services industry background preferred (Banking, Fintech, Payments, etc.)
Series 86 and 87 required (or willingness to obtain)
Progress towards CFA a plus
Benefits
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees
We offer a competitive starting salary range for Illinois-based individuals expressing interest in this position ($75,000 - 125,000 per year)
This position is eligible for annual incentive compensation which will be a part of the total compensation
Total compensation for this position will be competitive with the market
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance