Associate

About the Role

As an Associate in Equity Research covering Beverage, Household & Personal Care Products, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with partners in Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence.

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 Beverage, Household & Personal Care Products sector

Preferred Qualifications

• CFA charterholder or progress towards CFA
• Some coding capabilities – e.g., VBA, Python