Research Associate II - Energy

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.
• Validate and test 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.
• Continuously build industry knowledge.
• Continuously develop external sources (management teams, suppliers, and customers).
• Integrate these sources in the research product.
• Assigned a small client contact list and 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 - 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 - 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

• Minimum Required: Bachelor's degree
• Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
• None

Skills

• Microsoft Excel, Word, PowerPoint, Outlook

Benefits

Compensation Range: USD $100,000.00/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: USD $100,000.00/Yr. - USD $150,000.00/Yr.

Schedule

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

Stifel

The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas. Stifel is a top 10 provider of U.S. equity coverage in: Aerospace & Defense, Consumer & Retail, Diversified Industrials, Internet & Media, Healthcare, Real Estate, Technology, Transportation, Business Services, Energy & Power, Materials.