Analyst / Associate: Equity Research, North American Banks
$110,000–$175,000 year
On-site · New York City, New York, United States
Job Summary
Analyst / Associate role in Equity Research for North American Banks responsible for financial data analysis, financial models and valuation, writing research reports, and supporting senior analysts. Responsibilities include conducting company financial data analysis, building and maintaining databases, developing industry themes, producing regular industry and company reports, and participating in client meetings. Required skills include strong modeling and writing capabilities, proficiency with MS Word and Excel, and knowledge of macroeconomics and policy; 2–4 years of relevant experience (banking/financial services, sell-side, or investment banking) and a Bachelor's degree (CFA preferred). The position involves collaboration with senior analysts, interacting with clients, and supporting the research process from idea generation to dissemination, with a location in New York, NY (onsite).
Required 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
- Proficiency in MS Word and MS Excel
- Excellent communications skills, written and verbal
- Understanding of economics, macroeconomic factors, international affairs, and policy
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