Equity Research Associate - FinTech

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Assemble and validate data on quality growth companies and conduct fundamental research and analyses on industry sectors, companies and securities at the direction of senior Research Analysts. Develop and/or update financial models and other statistical data for security analyses. Document findings and develop reports, presentation materials and educational tools for investment teams, clients and prospects.

Responsibilities include but may not be limited to:

Assemble and validate data on quality growth companies using internal and external data sources. Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives. Evaluate potential data sources and ensure data complies with firmwide data standards.

Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies. Conduct research using predefined parameters. Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns. Communicate findings to Research team and refine analyses based on team input.

Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.

Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives. Document contact points and information obtained to assist in analysis activities.

Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in targeted industry groups in order to generate new business activity.

Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.

Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.

Additional responsibilities as requested.

Qualifications:

Bachelor’s Degree required; concentration in Finance or Accounting preferred

CFA, CPA, or technical designation preferred

2 – 5 years of related investment research experience required

SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within first 180 days

Advanced conceptual and critical thinking skills

Advanced accounting and financial statement analysis skills

Proficiency in building computer generated financial models

Strong written and verbal communication skills, and the ability to convey complex financial…