Associate

About the Role

As an Associate in Equity Research covering SMid Biotech, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.

Key Responsibilities

• Build and maintain Excel-based models to forecast company financials and project industry dynamics
• Perform detailed valuation work to support stock recommendations
• Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
• Write research notes on covered companies and sector reports and prepare presentations
• Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
• Fulfill client requests in a timely and thorough manner
• Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product

Requirements & Tech Stack

• FINRA licenses Series 86 and Series 87
• Strong accounting, finance, quantitative and business communication skills
• Modelling, forecasting, and valuation experience
• Advanced level of proficiency in Excel
• Ability to multi-task and collaborate within a team environment as well as work independently
• High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment
• Passion for the markets and interest in the SMid Biotech sector

Qualifications

• Two to three years of experience in equity research and/or investment banking
• CFA charterholder or progress towards CFA (Preferred)
• Some coding capabilities – e.g., VBA, Python (Preferred)