Responsibilities will include:

  • Conducting proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders.
  • Building and maintaining financial models.
  • Writing research reports for initiations of coverage, analysis of data, industry/company news, and quarterly earnings.
  • Conceiving and executing on differentiated project ideas.
  • Interfacing with company management teams, internal sales and trading personnel, and institutional investors.

Key qualifications:

  • 2+ years’ experience in equity research, investment banking, or similar buyside exposure.
  • MBA and/or CFA.
  • Quantitative aptitude and high degree of proficiency in Excel.
  • Proficiency in written/verbal communication, and in building financial models utilizing excel.
  • Motivated, hard-working, team player.
  • Series 7 and 63 licenses a plus, but not required.
  • Position will be located in New York.

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