Equities, Research – Associate

Tri-State Area
To be discussed
Mar 26, 2018
Apr 25, 2018
Vertical Research Partners looking for Associate
Industry Sector
Finance - General
Employment Type
Full Time


  • 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.

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