KBW Equity Research Associate II – Brokers – Asset Managers and Exchanges

KBW Equity Research Associate II – Brokers – Asset Managers and Exchanges

Requirements

• 1-4 years of relevant experience
• Solid understanding of the assigned sector
• Strong foundation of financial/accounting knowledge
• Excellent writing and verbal skills
• 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, PowerPoint

Responsibilities

• Provide information, data gathering, analysis, building and maintaining financial models, and organizational support to a senior level Research Analyst
• 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
• Analyze information obtained from management 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, Morningstar, Dealogic, Pregin, etc.)
• 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
• Evaluate basic valuation methodologies to stocks under coverage and the broader sector
• Meet the special project demands of the senior level Research Analysts
• Use all resources to build industry knowledge
• Some travel by car and/or air in conjunction with local, regional and/or national travel

Preferred Qualifications

• SIE, Series 86, Series 87 preferred, but not required for application