Job Preview

Banks/Financials Equity Research Associate

Job Description

Our global team is currently looking for an associate to join our platform in New York covering bulge and boutique financial services stocks. We're looking for ambitious self-starters who are looking to take the next step in their equity research career.  

In these roles, you'll be responsible for supporting the Senior Analyst by building and maintaining detailed financial models, writing research reports, tracking company earnings and communicating recommendations to institutional clients. Over time, you may have the opportunity to pick up stock coverage.  You'll develop an in-depth understanding of companies such as the Goldman Sachs Group, JP Morgan, Citibank and Sun Trust Banks and become a sector specialist in an evolving and complex financials space.  

Additionally, you'll conduct analysis and convert industry knowledge into understandable investment opinions. You'll arrange company visits, attend industry conferences and client marketing trips as well as facilitate direct corporate access for investors. To be successful, you'll remain current on market developments to help frame investment strategies.


Specialist Experience

  • 2+ years of relevant experience
  • bachelor Degree required. MBA, CPA or CFA preferred
  • strong financial modeling skills
  • previous experience as a sell side research associate or within FIG  would be highly regarded
  • series 7 & 63 licenses (or be willing to obtain these within the first 6 months of hire). 




Please note that all information in this job description is accurate at the time of posting. Please be aware that companies may change details and/or closing dates without notice.


Job Summary

New York
  • United States
  • Other
Job Type
  • Full-time
  • Negotiable
25 April 2019
Applications Deadline
31 May 2019

Follow our link

Latest Tweets