Senior Research Analyst

Overview

Connecting clients to markets – and talent to opportunity

We have acquired The Benchmark Company, LLC—a full-service investment banking firm with equity research and deep market and industry expertise.

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world‑class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The Stone

X Group is made up of four segments that offer endless potential for progression and growth.

Business Segment Overview:

Immerse yourself in the best-in-class institutional‑grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.

This role can be based in any of our US offices.

• Publishes high quality, comprehensive analysis and research on industry sectors and companies and/or financial markets and economic development
• Strong, broad institutional relationships
• Cultivates relationships with company executives through regular contact, interviews, and company visits.
• Represents Stone
  
  X, conveys research opinions and respond to inquiries at industry events, investment conferences and meetings with institutional investors.
• Creative problem Solver:
  Aligns diverse Stone
  
  X offerings to client needs.

Core Qualifications

• Bachelor’s Degree with significant experience in related industry
• CFA, MBA, CPA, or technical designation preferred
• FINRA licensing required. Series 7, 63, 86 & 87
• 5+ years of related investment research experience required
• Proven track record of fostering corporate relationships
• Strong conceptual and critical thinking skills
• Strong accounting and financial statement analysis skills
• Ability to build complex computer‑generated financial models
• Strong written and verbal communications skills, and the ability to convey complex financial information in an understandable manner to various audiences
• Client service oriented
• Ability to work independently in support of team goals
• Proficient in Microsoft Office, Fact Set, and other investment industry standard data sources

To land this role you will need:

• Senior Sell Side Analyst with 15+ names under coverage
• Displays integrity, teamwork and a strong work ethic
• Excellent analytical, written and verbal communication skills
• Highly seasoned professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas

Hiring Salary Range $175,000 - $225,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.

Permanent, full-time, #LI-SD1