Equity Research Associate

Johnson Investment Counsel
Cincinnati, Ohio
Salary + Benefits + Bonus + Profit Sharing
May 22, 2023
Jun 21, 2023
Industry Sector
Asset Management
Employment Type
Full Time

Summary / objective of position:

To provide equity research support to the Research Department, collecting relevant financial information and assisting product managers and analysts in security selection and portfolio management.


Essential functions of position:

• Provide support to equity research analysts and product managers

• Monitor daily news reports relevant to fund holdings and monitor list stocks

• Maintain spreadsheets of key fundamental data and portfolio characteristics

• Analyze performance attribution, evaluate return/risk characteristics, perform peer comparisons

• Assist research analysts in expanding their coverage list and provide analytical support

• Produce introductory reports that describe companies, basic fundamental and valuation data

• Perform project work collecting third-party information and conducting data analysis

• Help to produce research presentations and publications for internal and external use

• Promote and maintain frequent interaction with product managers and analysts

• Assist in asset allocation research, including asset class reviews and external manager searches

• Work on special projects as directed by the Director of Research or Chief Investment Officer

• Develop skill set and experience necessary to become a research analyst


Preferred education and experience

• Four-year degree in Finance/Economics or related field

• 0-3 years of investment research or related experience

• Demonstrate commitment to achieving CFA designation

• Strong analytical skills

• Excellent communication skills, both written and oral

• Good organizational skills

• Demonstrates initiative and ability to work both independently and in a team environment

• Proficient in Microsoft Office

• Prior experience with FactSet, Bloomberg, Charles River, or Advent a plus


Supervisory responsibility:  N/A


Travel required:  N/A


Work environment:  Temperature controlled, office environment


Physical demands:  Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.


Additional eligibility requirements:  N/A


Work authorization/security clearance requirements:  United States Citizen or lawful permanent resident


EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.


Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


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