Associate – Equity Research

This is a fully remote position, open to applicants in New York.

📋 Description

• Support various research projects related to the company, industry, and market that aid in investment recommendations.

• Evaluate financial statements and metrics to gain insights into publicly traded companies.

• Assist in developing financial models for forecasting, valuation assessments, and investment research.

• Investigate market trends, industry advancements, and significant economic events.

• Collaborate on the creation of reports, presentations, and other research materials.

• Utilize accounting, finance, and equity valuation principles to assess investment opportunities and convey findings.

• Draft Initiations of Coverage, earnings reports, and industry whitepapers.

• Engage with various teams and maintain regular communication with senior analysts and research associates.

• Carry out other assigned responsibilities.

⛳️ Requirements

• Must be a senior student; expected graduation in May 2027.

• Currently pursuing a bachelor’s or master’s degree in finance, accounting, economics, data analytics, or a related discipline.

• A cumulative GPA of 3.5 or above is required.

• Must be legally eligible to work in the US.

• Visa sponsorship is not permissible now or in the future, including beyond OPT/EAD.

• Familiarity with accounting, finance, and equity valuation strategies.

• Understanding of financial statement analysis and interpretation.

• Awareness of financial markets, equity securities, and primary market drivers.

• Proficient in Microsoft Office, especially Excel, Word, and PowerPoint.

• Strong skills in research, data collection, and analytical problem-solving.

• Capability to analyze financial statements, recognize trends, and clarify key variances.

• Proficient in conducting company, industry, and market research utilizing various data sources and online research tools.

• Competent in preparing clear summaries of conference calls, research outcomes, and market changes.

• Skilled in creating charts, graphs, and presentation materials.

• Ability to manage several assignments, prioritize tasks, and adhere to deadlines.

• Capable of working independently while effectively collaborating with analysts, associates, and team members.

• Strong attention to detail and a high level of professionalism.

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• Life insurance coverage.

• Critical illness insurance.

• Accident insurance.

• Disability benefits.

• Retirement savings plan.

• Paid time off, including vacation, holidays, and sick leave.

• Parental leave options.

• Flexibility for remote work.

• No travel is required.