Research Associate (Consumer & Specialty Finance)
POSITION SUMMARY
The Research Associate will focus on providing value-added research in support of an experienced Senior Analyst. The candidate will be part of a team that conducts extensive industry field checks and company analysis. Responsibilities include financial modeling, writing industry company reports, talking with industry contacts/company management, and communicating investment ideas to institutional clients, salespeople and traders.
QUALIFICATIONS AND COMPETENCIES
- Two years of relevant work experience. Prior equity research experience, specifically covering mid-cap banks is preferred.
- Direct experience with financial modeling and valuation. Strong analytical, forecasting and financial modeling skills will be necessary.
- Has a strong grasp of valuation concepts and the ability to create/use DCF, residual income valuation models
- Well versed communications skills—written and oral. Ability to draft in-depth research reports as well as shorter maintenance notes.
- Advanced knowledge of Excel, Word, PowerPoint, CapIQ, Bloomberg
- Must have intellectual curiosity and a passion for equity research
- MBA, CPA and/or CFA certifications are a plus. Strong understanding of accounting concepts required.
- Series 7, 63, 86, and 87 licenses strongly preferred
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