Overview

Responsibilities:

  • Actively works to gain knowledge within the Consumer sector – specifically Specialty Retail & Apparel. Performs general research duties for senior team members. Monitors specific companies and informs analysts of important developments.
  • Participates in meetings and calls with clients on the stocks under coverage. Responsible for filling information requests from clients, sales force and general public regarding individual securities or industry groups.
  • Prepares draft research reports and briefs.
  • Responsible for the development and maintenance of models.
  • Participates in firm activities, committees or task forces and recruiting efforts as well as external/industry related events and organizations as appropriate.

Skills & Requirements:

  • Bachelors degree in Finance, Economics or related field.
  • Retail industry experience.
  • MBA a plus.
  • 1-4 years experience in equity research, investment banking, or general finance.
  • Strong analytical skills and understanding of relevant financial, mathematical and accounting techniques.
  • Good verbal and written communication skills. Ability to express ideas effectively and fluently. Comfortable with client interaction. Ability to write clearly and concisely.
  • Strong proficiency in Microsoft Excel and PowerPoint.
  • Experience with Bloomberg a plus.
  • Ability to organize time well, set proper priorities, and handle multiple projects simultaneously.
  • Series 7, 63, 86 and 87 licenses preferred.
  • CFA or working towards the designation.

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