Equity Research Associate II

Equity Research Associate II

Requirements

• Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
• Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
• Analyze information obtained from management in order to conceptualize and define operational problems.
• Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
• Building and updating comp sheets.
• Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.).
• Must be able to clearly state and defend the Analyst’s investment thesis and outlook for each of the stocks under coverage.
• Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
• Develop written product with modest direction from the senior level Research Analyst.
• Able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.
• Meets the special projects demands of the senior level Research Analysts.
• Uses all resources to determine and locate relevant data.
• Continues to build industry knowledge.
• Continues to develop external sources (management teams, suppliers, and customers). Must be able to integrate these sources in the research product. Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.
• Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
• Minimum Required: Bachelor’s degree
• Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Responsibilities

No responsibilities provided.

Preferred Qualifications

• Inductive Reasoning – The ability to combine pieces of information to form general rules or conclusions.
• Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Judgment and Decision Making – Considering the relative costs and benefits of potential actions to choose the most appropriate one.
• Time Management – Managing one’s own time and priorities to ensure the meeting of deadlines.
• Oral and Written Expression – The ability to communicate information and ideas in spoken or written form so that others will understand.
• Economics, Accounting, Finance, and Securities Analysis – Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.