Equity Research Associate-Banks

Equity Research Associate-Banks

Requirements

• Sufficient understanding of accounting and financial statement analysis.
• Bachelor’s: Accounting (Required)
• Bachelor’s: Business Administration (Required)
• Bachelor’s: Finance (Required)
• Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)
• Series 63_AG – Agent – Financial Industry Regulatory Authority (FINRA)
• Series 86 and 87_RS – Research Analyst – Financial Industry Regulatory Authority (FINRA) or ability to obtain within your first year.

Responsibilities

• Develops expertise on industry and related companies to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
• Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation.
• Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
• Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
• Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media.

Preferred Qualifications

• Data analytics/coding skills preferred.