Equity Research Associate

New

Skills

Excel Financial Modeling Powerpoint

This position involves generating investment ideas and communicating in time-sensitive environments. The candidate will be responsible for analyzing large datasets using Excel and Access, sourcing and processing data efficiently, and writing concisely with strong writing skills. Proficiency in Excel, including macros, pivots, and formatting, as well as PowerPoint skills for client presentations are essential. Knowledge of Bloomberg and/or FactSet is beneficial. Preferably, candidates should have 1-2 years of sell-side research experience and be comfortable with long work hours including weekends. Advanced financial modeling skills, specifically in 3-statement models, are required. SIE, Series 63, 86 & 87 certifications are preferred or should be obtained within 90 days. A Bachelor's degree in Finance, Accounting, Math, or Statistics with a GPA of 3.5+ is preferred.

Key Responsibilities
  • Generate investment ideas
  • Communicate in time-sensitive environments
  • Analyze large datasets in Excel/Access
  • Source and process data efficiently
  • Write concisely with strong writing skills
  • Create client presentations using PowerPoint
Requirements & Qualifications
  • 1-2 years sell-side research experience
  • Proficient in Excel, including macros, pivots, and formatting
  • PowerPoint skills for client presentations
  • Knowledge of Bloomberg and/or FactSet
  • Comfortable with long work hours and some weekend work
  • Advanced financial modeling skills
  • SIE, Series 63, 86 & 87 preferred or obtain within 90 days
  • Bachelor's degree in Finance/Accounting/Math/Stats; GPA 3.5+ preferred

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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