Associate Analyst, Financials

About the Role

The Associate Analyst program is a three-to-five-year structured program offering ongoing training and mentoring and is designed to develop future fundamental investment analysts. This role will provide fundamental equity research support for our Banks analysts and the Financials team.

Key Responsibilities

• Building/updating financial models
• Assisting in quarterly earnings analysis and writing takeaway summaries
• Attending conferences and meetings with management teams
• Conducting various industry and thematic deep dives
• Preliminary work on new investment ideas
• Accomplished Associate Analysts may also have an opportunity to rate and recommend stocks after several years

Requirements & Tech Stack

• Strong Excel and financial modelling skills
• Previous experience building financial models
• Familiarity with and a strong interest in using AI tools in the context of an investment process

Qualifications

• Bachelor’s Degree required with a strong academic background
• 0-2 years relevant work experience
• Highly motivated, confident self-starter, with ability to work independently and collaboratively in a performance-driven environment
• A demonstrated interest and passion for equity investing and financial markets
• Excellent verbal and written communication skills
• Demonstrated ability to derive meaningful insights from in-depth research and analysis
• Progress toward the CFA designation; strong preference for candidates that have successfully completed at least Level 1 of the CFA designation

Work Flexibility: This role is eligible for hybrid work, with up to one day per week from home.

FINRA licenses are not required and will not be supported for this role.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization.