Senior Research Analyst

Senior Research Analyst

Requirements

• 8+ years of equity research experience
• Strong accounting, finance, quantitative and business writing/communication skills
• Modeling, forecasting, and valuation experience
• Tremendous intellectual curiosity and problem-solving skills
• Required FINRA licenses (Series 7, 63, 86, and 87)
• High level of attention to detail
• Resourceful and flexible, able to work well under pressure
• Driven and self-motivated, able to work independently and as a team player

Responsibilities

• Collecting, evaluating, and applying statistical and financial data
• Analyzing and synthesizing researched data
• Formulating and issuing opinions and recommendations on securities
• Preparing reports, opinions, recommendations, and statistical data
• Answering inquiries from firm personnel regarding individual securities or industry groups
• Preparing and disseminating special studies, models, forecasts, and presentations
• Interviewing company executives or industry leaders
• Maintaining company databases using spreadsheet and database software

Preferred Qualifications

• CFA is preferred, but not required