Equity Research Associate - Energy & Power Technologies

As an Equity Research Associate, you will assemble and validate data, conduct fundamental research, and develop financial models to support investment decisions. You will work with senior Research Analysts to define and document research objectives, build relationships with company executives, and communicate research findings to clients.

Requirements

• Bachelor’s Degree required; concentration in Finance or Accounting preferred
• CFA, CPA, or technical designation preferred
• 2 – 5 years of related investment research experience required
• SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within first 180 days
• Advanced conceptual and critical thinking skills
• Advanced accounting and financial statement analysis skills
• Proficiency in building computer generated financial models
• Strong written and verbal communications skills, and the ability to convey complex financial information in an understandable manner to various audiences

Benefits

• medical, dental and vision coverage
• employer paid short & long-term disability and life insurance
• 401(k)
• profit sharing
• paid time off
• Maven family & fertility benefit
• parental leave (including adoption, surrogacy, and foster placement)