Research Associate - Associate

Job Description:

Job Title Research Associate

Corporate Title Associate

Location New York, NY and Boston, MA

Overview

This position sits within the Equity Research Department. The department seeks applicants with an MBA, Level 2 CFA and/or experience in sell-side equity research, investment banking, private equity, investment management or a bank. As a Research Associate on the team you will work closely with other team members to support the Senior Analyst in providing research coverage of stocks for use by external Firm clients and other internal constituents.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration

• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

• Educational resources, matching gift, and volunteer programs

What You’ll Do

• Direct involvement in company and industry research produced by the team

• Financial modelling to forecast company results and value equity securities, collecting and evaluating industry data, maintaining industry databases

• Translating quantitative financial conclusions into written form, charts and graphs that can be included in research reports and distributed to clients of the Firm

• In addition, Research Associates should be flexible in switching between periods of heavy financial modelling and assignments that involve more qualitative writing and presentation skills

Skills You’ll Need

• Strong quantitative skills – The ideal candidate for this position will demonstrate strong finance, accounting, and overall valuation skills

• Solid writing and presentation skills – The candidate should have an equal capacity to express quantitative conclusions in both written and spoken form; associates should be able to translate financial analyses into high quality chart and graphical representations for use in research reports

• Strong Microsoft Excel, Word, and Power Point skills – Ability to create complex, yet easily understandable financial models for use by Senior Analyst and Firm clients

Skills That Will Help You Excel

• Strong work ethic

• Resourcefulness – The ability to take initiative and ownership of projects and assignments, at times with more autonomy and little direction

• Strong teamwork and interpersonal skills in working with the research team, sales force, trading, Firm clients, and company contacts

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York or Boston office in accordance …