Research Associate II - Business & Information Services and Environmental Services

About the role

Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Assumes significantly more writing and modeling responsibilities compared to the Associate level 1.

Responsibilities

• Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
• Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
• Analyze information obtained from management in order to conceptualize and define operational problems.
• Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
• Manage the databases and electronic data services (i.e. Bloomberg, FactSet, etc.).
• Develop written product with modest direction from the senior level Research Analyst.
• Evaluate basic valuation methodologies to stocks under coverage and the broader sector.
• Meet the special projects demands of the senior level Research Analysts.
• Use all resources to determine and locate relevant data.
• Continues to build industry knowledge.
• Continues to develop external sources (management teams, suppliers, and customers).
• Integrate these sources in the research product.
• Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.
• Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.

Requirements

• Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
• Time Management - Managing one's own time and priorities to ensure the meeting of deadlines.
• Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
• Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.

Qualifications

• Education & Experience: Minimum Required: Bachelor's degree. Minimum Required: 3+ years of relevant industry experience and/or proven experience at the Associate I level.
• Licenses & Credentials: Minimum Required: None.

Skills

• Microsoft Excel, Word, PowerPoint, Outlook proficiency.

Benefits

Compensation Range: Salary: USD $110,000.00/Yr. - USD $150,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits.

Pay

Salary range: USD $110,000.00/Yr. - USD $150,000.00/Yr.

Schedule

Up to 20% travel by car and/or air in conjunction with local, regional and/or national travel.