Job Description
The role involves gathering and validating data on companies, conducting fundamental research on industries, businesses, and securities, and supporting senior analysts with financial analysis and reporting. The position requires developing and updating financial models, documenting research findings, and preparing materials for internal teams, clients, and prospects.
Key Responsibilities
- Collect, organize, and verify data from internal and external sources to support research on companies and industries.
- Monitor industry developments, company performance, and market trends; evaluate the quality and reliability of data sources.
- Assist senior analysts in designing research approaches and executing project objectives.
- Build and maintain financial models and other analytical tools to assess securities and identify potential investment opportunities.
- Present research findings to team members and revise analyses based on feedback.
- Prepare written reports, presentations, and other materials summarizing research insights, investment ideas, and market developments.
- Attend company meetings, conferences, and industry events; maintain relationships with corporate management teams and document relevant insights.
- Generate new investment ideas and contribute opinions and recommendations related to securities within assigned sectors.
- Respond to inquiries from internal teams, clients, and other stakeholders regarding companies, industries, or research outputs.
- Ensure adherence to all applicable policies, procedures, and regulatory requirements.
- Perform other related duties as assigned.
Qualifications
- Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field preferred.
- Professional certifications (e.g., CFA, CPA, or similar) strongly preferred.
- 2-5 years of relevant investment research or analytical experience.
- Ability to obtain required industry licenses within designated timeframes, if applicable.
- Strong analytical, critical thinking, and financial statement analysis skills.
- Proficiency in developing financial models and working with quantitative data.
- Excellent written and verbal communication skills; ability to distill complex financial concepts for various audiences.
- Strong client‑service orientation and the ability to work independently while supporting team objectives.
- Proficiency with Microsoft Office and familiarity with common financial databases and research tools (e.g., Bloomberg, FactSet, Capital IQ).
Location: New York City, NY or Chicago, IL
