Equities, Research – Associate
- Analyze industry macro trends and company financials under the direction of the senior analyst.
- Monitor and maintain financial models and industry databases ensuring correct and up-to-date information for research reports.
- Review business/trade publications, annual reports, financial filings and other sources to gather/synthesize/interpret data on companies followed by the senior analyst.
- Attend industry conferences.
- Prepare, format and publish reports; organize data.
- Provide analytical support by maintaining and updating financial and valuation models on companies.
- Assist in writing research notes and reports based on senior analyst's investment theses.
- Help with client requests in person, over the phone and over email in a professional manor.
- 1-2 years’ experience of buy-side or sell-side equity research, consulting, investment banking.
- Ability to write clearly as well as communicate on the phone and in person both one-on-one and in group settings.
- Demonstrated ability to work in a time sensitive, high stress environment, plus ability to multi-task while still maintaining attention to detail.
- Excellent Computer Skills; Proven detailed experience with the Microsoft Office Suite is an absolute must and basic understanding of Excel/web programming (VBA, HTML, CSS) is highly desirable.