Equity Research Associate Job Description

Equity Research Associate Job Description Template

Our company is looking for a Equity Research Associate to join our team.

Compile and analyze macroeconomic and industry data;
Build and update financial models for each company;
Attend industry events to gain an in depth understanding of the sector;
Interact and share conviction with our internal sales force;
Participate in other projects as requested by management;
Answer inquiries from customers, personnel of the firm and the general public regarding individual securities or industry groups;
Develop and maintain relationships with industry sources;
Assist in the production of written reports to be distributed to our institutional money manager clients;
Gather and analyze proprietary market research;
Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis;
Becoming an expert on your sector and covered companies.

Outstanding time management with excellent communication and writing skills;
Practical and capable of simplifying and summarizing complex information;
Strong conceptual and critical thinking skills;
Delivers clear, effective verbal and written communication and takes responsibility for understanding others;
Proficient in Internet searches and Microsoft Office products;
Well-developed analytical skills with the ability to master complex tasks and multi-task with minimal supervision;
Strong accounting and financial statement analysis skills;
A graduate or an undergraduate business degree;
Minimum of two-three years related work experience;
Commitment to satisfying internal and external customers;
Capable of building computer generated financial models;
Bachelor’s degree required with concentration in Finance or Accounting preferred;
CFA, CPA, or technical designation preferred;
Series 7, 63, 86, and 87 must be obtained within first 90 days;
Strong work ethic and interest in learning the equity research industry.