Loading...
Mid LevelFull-time
Salary Range
$80,000 - $125,000 /year
About the Role
Research associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Associates become experts in financial modeling and proprietary research techniques.
Key Responsibilities
- →Support Research Analyst(s) in making bold calls and producing actionable research for Davidson’s institutional clients
- →Research market and industry trends and company specifics to become an expert in your sector
- →Create, maintain, and update data in financial models, and create tables and graphs that clearly illustrate the information
- →Formulate and issue opinions and recommendations on securities and companies in one or more industry groups
- →Prepare reports and statistical data for dissemination to firm clients and the investing public
- →Answer inquiries from customers regarding individual securities or industry groups
- →Discuss research findings with Sales & Trading associates and institutional clients
Requirements
- ✓Bachelor’s Degree with a minimum 3.5 GPA; CFA a plus
- ✓1 to 3 years of experience in equity research, investment analysis, or other relevant accounting or finance related work
- ✓Bright, mature, and highly motivated with the desire to excel and ability to adapt in an intellectually challenging environment
- ✓Passionate about capital markets and a desire to become highly skilled in equity research
- ✓Securities Industry Essentials Exam, Series 86, 87 and 63 licenses strongly preferred but not required
- ✓Strong analytical, organizational, and problem-solving skills
- ✓Ability to collaborate effectively within a team and work well on a self-directed basis
- ✓Effective communicator with excellent writing and presentation abilities
- ✓Working knowledge of MS Office, specifically Word, Excel, and PowerPoint
Free to sign up. Takes 30 seconds.
