Skip to main content

You will need to login before you can apply for a job.

Associate, Research

E.F. Hutton
New York City, New York (US)
$80,000 to $100,000 Annually
Closing date
Aug 1, 2024

View more

Job Function
Equities Research: Buy Side, Equities Research: Sell Side
Industry Sector
Investment Bank
Employment Type
Full Time

Job Details

EF Hutton LLC is a fast-paced, high-growth, global investment bank founded by experienced investment professionals that have collectively financed over $250 billion for public and private companies alike. EF Hutton offers strategic advice and financing solutions to middle market and emerging growth companies around the globe.

Learn more about us at and to check out and apply for the latest roles available, please check out our Indeed page here:


The Research Associate supports the core team of research professionals by providing critical assistance in data collection, analysis, and reporting. Aligned by industry, the Research Associate contributes to the deep expertise and understanding of specific industries and companies within the domain space. The Associate will assist in covering and evaluating companies across assigned industries (technology, energy, materials, consumer, etc.). Responsibilities include conducting secondary research, supporting financial analysis, assisting in due diligence on industry trends, company management, and strategies, and preparing research reports and presentations.


  • Aid senior covering associate providing comprehensive, sell-side equity research coverage of approximately 20 small-cap companies across multiple sectors  
  • Maintain and build robust financial and valuation models of covered companies and keep all models relevant and up to date
  • Build and maintain strong relationships with the senior management teams of covered companies and other important research contacts
  • Perform due diligence on additional companies for research consideration 
  • Market research and build strong working relationships with buy-side clients
  • Respond to inquiries from clients, sales, investment bankers, and capital markets constituents.
  • Conduct research and analysis on public companies, including financial statements, industry trends, and competitive landscape.
  • Assist in building financial models to support investment recommendations and provide insights into company performance.
  • Monitor news and events that may impact the companies under coverage, including macroeconomic trends, regulatory changes, and industry developments.
  • Support the creation of research reports and other materials to communicate investment recommendations to clients and other stakeholders.
  • Participate in meetings with company management and industry experts to gain additional insights and perspectives.
  • Work collaboratively with other members of the equity research team to develop a comprehensive investment thesis.
  • Prepare and publish thorough “initiation of coverage” reports and timely, insightful company updates on an ongoing basis


  • None


  • Minimum Education: Bachelor’s degree; MBA and/or CFA a plus
  • Required Licensure: FINRA licenses 63, 86, and 87
  • Required Experience, Skills, and/or Knowledge:
  • Strong writing, communication, and financial analysis skills required
  • Minimum of two years of experience working as an Equity Research professional in either a sell-side or buy-side capacity
  • Experience in building financial models and proficiency with accounting and financial statement analysis
  • Strong understanding of financial analysis and modeling techniques.
  • Proficiency in financial modeling software, such as Excel, and other financial databases.
  • Excellent analytical and quantitative skills, with the ability to conduct research and analyze data.
  • Strong written and verbal communication skills, with the ability to explain complex financial information in a clear and concise manner.
  • Strong attention to detail and organizational skills, with the ability to manage multiple projects simultaneously.
  • Ability to work independently and in a team environment.
  • Familiarity with regulatory requirements related to equity research, including SEC regulations.


  • Our team operates out of our beautiful offices on Madison Avenue in New York City. This role requires daily presence in the office as well as at client offices for meetings, events, etc.


  • Requires some flexibility in scheduling, such as the ability to work evenings and weekends to meet client deliverables.


  • Requires ability to travel locally by car/public transportation, as well as regular domestic trips involving air travel for multi-night stays.

EF Hutton is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact


EF Hutton is a global investment bank founded by experienced investment professionals that have collectively financed over $350 billion in public and private capital markets. Our firm provides a variety of Investment Banking and Advisory services including Equity Financing, Debt Financing, and Private Equity Banking. Securities offered through EF Hutton LLC Member FINRA, SIPC, MSRB.

Company info
590 Madison Avenue
39th Floor
New York
New York
United States

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert

Similar jobs