Associate Analyst 2 in Transportation
A Level II Associate will have mastered the functions of building and maintaining Excel-based financial models, including an integrated income statement, balance sheet, and cash flow statement, plus be able to perform a discounted cash flow analysis. As a Level II associate, one will have responsibility for a significant portion of written research (including putting together PowerPoint presentations for analyst speaking engagements), EPS modeling and forecasting, and have significant interaction with senior management and institutional investor clients. Therefore, a Level II Associate should, at a minimum, be able to clearly state and defend their analyst’s investment thesis and outlook for each of the stocks under coverage and be able to handle questions from institutional sales and clients regarding covered companies, as well as industry questions and data requests.
Minimum 3 years relevant financial industry or transportation/logistics sector experience. Advanced degree or CFA preferred.