Assembling historical financial models using SEC filings, press releases, and company conference calls
Conducting financial & qualitative analysis on companies and their industry to support the investment thesis
Learning fundamentals of industries and covered companies, staying on top of news flow and researching sector trends that may impact company/sector recommendations
Writing short notes and lengthy reports on industries, company events & earnings, and/or trading and capital markets activity; written component may be as frequent as daily
Initiating and building relationships with internal and external clients, communicating frequently with trading counterparts, and developing a network of contacts among companies and industries covered
Qualifications:
Bachelor's degree OR equivalent years of experience. Progress toward or CFA charter holder a plus
Finance, accounting and valuation coursework and/or work experience
Strong financial modeling skills - ability to create and maintain financial models
Strong attention to detail and organization skills; ability to exercise strong quality control over their own and the team's deliverables
Ability to work in a fast-paced, time-sensitive environment and to prioritize competing demands
Candidates must demonstrate a combination of academic aptitude, quantitative skills, professionalism, strategic and creative thinking, and distinguished written and verbal communications skills
Client service-oriented; outgoing with strong personal presence
Strong team and collaboration skills; able to operate effectively remotely when necessary
A passion and interest in the capital markets, and ability to learn and use a wide range of market data sources
Intellectual curiosity required for success in research