Fundamental Research Group Associate - Financials

Fundamental Research Group Associate – Financials

extensive experience with detailed financial modeling and fundamental analysis
experience covering Banks and Diversified Financials sectors
2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other)
passionate about a career in equity research with a strong interest in long-only investing
strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals
proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights effectively
thrive in team settings
enjoy learning new things and can flex to varying work styles and expectations
inquisitive mind, demonstrating intellectual curiosity and analytical skills in areas of high complexity surrounding financial markets and industry trends
apply sound judgment in resolving conceptually complex matters
apply effective written and oral communication skills
collaborate and develop/maintain relationships both inside and outside the organization
available for occasional travel on research trips to meet with company management teams and investment professionals
seek and view feedback as essential to learning and improvement and are self-aware
bachelor’s degree in finance, economics, STEM or a relevant field of study

work closely and collaborate with Investment Professionals and peers to deliver valuable insights
conduct bottom-up fundamental research and analysis that will drive investment decisions
partner with Investment Professionals on their coverage to help generate investment ideas and monitor holdings
researching and analyzing companies and related industries
financial modeling, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts
working as a key contributor in the investment process
work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals