Research Associate I

About the Role

The Research Associate I, under immediate supervision, is responsible for providing information and data gathering, analysis, modeling, and organizational support to senior level Research Analysts. The role requires proficiency in core research foundation skills including accounting, finance, valuation, modeling, and strong verbal and written communication.

Key Responsibilities

• Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
• Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
• Analyze information obtained from management to conceptualize and define operational problems.
• Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
• Build and update comp sheets.
• Manage databases and electronic data services (e.g., Bloomberg, FactSet).
• Meet special projects demands of senior level Research Analysts.
• Utilize all resources to determine and locate relevant data.
• Build industry knowledge and contacts.

Requirements & Tech Stack

• Microsoft Excel, Word, PowerPoint, Outlook

Qualifications

• Inductive Reasoning: Ability to combine pieces of information to form general rules or conclusions.
• Critical Thinking: Using logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Judgment and Decision Making: Considering relative costs and benefits of potential actions to choose the most appropriate one.
• Time Management: Managing own time and priorities to ensure meeting deadlines.
• Oral and Written Expression: Ability to communicate information and ideas in spoken or written form so others will understand.
• Economics, Accounting, Finance, and Securities Analysis: Knowledge of economic, accounting, and financial principles and practices, financial markets, the industry, analysis and reporting of financial data, and associated terminology.
• Bachelor's degree

Experience

• Minimum: 0 to 2 years of Financial Services or relevant industry experience.