Research Associate, Consumer Group

About the Role

Research associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Associates are part of small teams with a high level of responsibility in contributing to published research. Associates become experts in financial modeling and proprietary research techniques.

Key Responsibilities

• Support Research Analyst(s) in:
• Making bold calls and producing actionable research for Davidson’s institutional clients
• Researching market and industry trends and company specifics to become an expert in your sector
• Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information

Gain experience necessary to

• Formulate and issue opinions and recommendations on securities and companies in one or more industry groups
• Prepare reports and statistical data for dissemination to firm clients and the investing public
• Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups
• Discuss research findings with Sales & Trading associates and institutional clients
• (e.g., analysts and portfolio managers at top mutual funds and hedge funds)

Requirements & Tech Stack

• Working knowledge of MS Office, specifically Word, Excel, and PowerPoint

Qualifications

• Bachelor’s Degree with a minimum 3.5 GPA
• CFA a plus
• Recent grad or up to 1 year of experience in equity research, investment analysis, or other relevant accounting or finance related work
• Bright, mature, and highly motivated with the desire to excel and ability to adapt in an intellectually challenging environment
• Passionate about capital markets and a desire to become highly skilled in equity research
• Securities Industry Essentials Exam, Series 86, 87 and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring.
• Strong analytical, organizational, and problem-solving skills
• Ability to collaborate effectively within a team and work well on a self-directed basis
• Effective communicator with excellent writing and presentation abilities