Analyst / Associate - Equity Research (Utilities & Renewable Energy)

Team Overview:

We are seeking a talented Analyst/Associate to join our top-ranked Utilities & Renewable Energy Equity Research franchise, which currently covers 49 stocks across regulated utilities, power generation, and the energy transition landscape. The team is consistently recognized by clients for the depth, quality, and insight of its research and maintains an extensive network of industry, regulatory, and company contacts.

This role offers meaningful responsibility, visibility with clients, and a defined path for growth within a collaborative, high-performance research platform.

Key Responsibilities:

Research & Financial Analysis

• Build and maintain complex financial and valuation models (3‑statement, DCF, relative valuation)
• Support coverage across 49 stocks within utilities, power, and renewable energy
• Perform detailed company, industry, and regulatory analysis
• Monitor market, policy, and company-specific developments and communicate insights to the team

Writing & Publication

• Author company-specific notes, earnings updates, and industry reports
• Assist with and lead company initiations from scratch as responsibilities grow
• Contribute to the development of investment theses, catalysts, and variant views

Industry & Company Engagement

• Build relationships with IR contacts, corporate management teams, and industry experts.
• Attend company meetings, conferences, site visits, and expert calls
• Seek out non‑traditional and differentiated sources of information to enhance research

Client Interaction

• Participate in client meetings, calls, and events
• Clearly articulate investment views and industry themes
• Support the franchise’s profile as a top-ranked research provider

Qualifications:

• Bachelor’s degree (Finance, Accounting, Economics, Engineering, or related field preferred) or equivalent years of experience
• 1–3 years of relevant experience in:
  • Equity research (buy-side or sell-side), or
  • Investment banking with a focus on utilities, power, or renewable energy
• Demonstrated financial modeling and valuation expertise
• Strong modeling skills and attention to detail
• Advanced proficiency in MS Excel and MS Word
• Excellent communication skills—written and verbal
• Ability to thrive in a fast‑paced, high‑expectation environment
• Collaborative, intellectually curious, and highly motivated

Growth & Development Opportunities:

• Immediate exposure to a large, diverse 49‑stock coverage universe
• Increasing analytical and writing responsibility over time
• Direct interaction with senior management teams and institutional clients
• Clear progression path within a well-established, top-performing research franchise
• Opportunity to develop a personal investment voice and industry specialization

Shift:

Hours Per Week: