Analyst / Associate: Equity Research, North American Banks

The North American Banks Research team covers 40+ stocks across the US and Canada with over $4 trillion in market capitalization, including US large- and mid-cap banks, Canadian banks, and M&A boutiques. The team is looking for someone with intellectual curiosity and the aptitude to ramp quickly in a fast-evolving banking sector, undergoing secular shifts tied to stablecoins and digital assets, AI, and a shifting regulatory backdrop.

The ideal candidate will have 2–4 years of experience, preferably at a bank in financial reporting or on the sell-side covering banking or financial services. This role provides an opportunity to work with top-ranked analysts across all aspects of the research process—from idea generation to company meetings—and plays a critical role in financial modeling, qualitative analysis, and writing research reports.

Responsibilities:

• Conducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments
• Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data
• Assists with the preparation of associated financial models and written reports
• Perform complex financial modeling & valuation work
• Write regular industry and company reports and company launch initiations from scratch
• Develop databases integral to our research product
• Demonstrate strong industry knowledge and business judgment
• Work with Senior Analysts to develop key industry themes
• Build relationships and facilitate information flow with contacts at covered companies
• Participate and contribute to client meetings and events
• Attend meetings and interact with key opinion leaders
• Closely follow and understand market, industry and company specific activity
• Seek out new, unusual sources of information
• Interact regularly with clients

Qualifications

• Bachelor’s Degree or equivalent years of experience, CFA preferred  
• 2-4 years of experience focusing in equity research, buy side experience or investment banking experience
• Strong writing and modeling skills. Must be an expert at MS Word and MS Excel, using AI tools
• Must be able to thrive in a fast-paced and intense environment.
• Must have excellent communications skills, written and verbal
• Must enjoy following the stock market and doing desktop and field research
• Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
• Must have strong attention to detail, ability to multi-task
• Must work well in a collaborative team environment

Shift:

Hours Per Week: