KBW Research Associate I – Mortgage Finance

KBW Research Associate I – Mortgage Finance

Requirements

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• Minimum Required: Bachelor’s degree
• Minimum Required: 0 to 2 years of Financial Services or relevant industry experience
• Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology

Responsibilities

• 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.)
• Meet the special projects demands of the senior level Research Analysts.
• Use all resources to determine and locate relevant data.
• Build industry knowledge and contacts.

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.