Managing Director - ECM Research

In this role, you will lead research coverage on a specific industry sector, delivering insightful investment research to institutional clients. You will be responsible for building valuation models, authoring reports, and providing actionable recommendations to the firm’s clients. By fostering deep relationships with corporate management teams and buy-side investors, you will play a role in elevating the firm's research platform and the overall equities business.

Coverage:
Develop and direct the research for a universe of 15-20+ public companies, analyzing earnings reports, industry trends, and SEC filings.

Modeling & Valuation:
Build and maintain in-depth and comprehensive financial models and industry databases to use for establishing ratings and price targets.

Report Generation:
Write regular research notes, deep-dive industry primers, and formal initiations of coverage to distribute to internal sales and institutional clients.

Client Communication:
Recommend ideas to institutional investors and the firm’s internal sales team.

Corporate Access:
Develop and maintain strong relationships with C-suite executives and Investor Relations teams at covered companies.

• Strong accounting, finance and business communication skills
• High level of proficiency in Excel and other Office products
• Ability to perform multiple tasks independently and working within a team
• Strong organizational skills, attention to detail, and the ability to meet deadlines in a fast-paced environment

• Experience in sell-side or buy-side equity research.
• FINRA SIE, 7, 63, 86, and 87 licenses.
• B.A. preferably in Accounting, Economics or Finance.

• MBA or CFA Candidates with Technology, Consumer, Industrials and Special Situations are preferred but we are open to review additional sectors.

Job number: R-

This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily.

Please note that work location is subject to change based on business needs.

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

Learn more about our benefits here:

We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

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