The Equity Research Associate will support the Senior Research Analyst through tasks such as building and maintaining financial models, analyzing information obtained from management, and performing validation and testing of models. The role requires dedication, passion for the industry, and a solid work ethic. The successful candidate will possess excellent communication skills, strong quantitative skills, and a comprehensive understanding of accounting, equity analysis, valuation, and financial modeling.
Requirements
- Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis;
- Analyze information obtained from management in order to conceptualize and define operational opportunities and weaknesses;
- Ability to think independently and use third party data to validate business strategies;
- Perform validation and testing of models to ensure adequacy; reformulate models as necessary;
- Building and updating stock comparison sheets;
- Managing the databases from electronic data services (i.e. Bloomberg, FactSet, etc.);
- Ability to adequately prompt artificial intelligence tools to improve work flows;
- Must be able to clearly state and defend the Analyst’s investment thesis and outlook for each of the stocks under coverage;
- Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests;
- Develop written product with modest direction from the Analyst;
- Able to evaluate basic valuation methodologies for stocks under coverage and the broader sector;
- Meets the special projects demands of the Analyst;
- Uses all resources to determine and locate relevant data;
- Continues to build industry knowledge;
- Develops external sources (management teams, suppliers, and customers). Must be able to integrate these sources in the research product. Will be assigned a small client contact list and will be responsible for meeting the needs of those clients and;
- Liaise with other sector groups and Stifel research geographies to create industry publications;
Benefits
- Comprehensive benefits package which includes health, dental, fertility, paramedical and vision care, HCSA, wellness initiatives, life insurance, paid parental leave and paid time off
