Equity Research - REITs - Associate
On-site · New York City, New York, United States
Job Summary
Equity Research Associate position focusing on the REITs sector. Responsibilities include building and maintaining Excel-based financial models to forecast company financials and industry dynamics, performing detailed valuation work, analyzing earnings releases, regulatory filings, and industry events, writing research notes and sector reports, presenting to internal/external clients, and fulfilling client requests for market updates and intelligence. Collaboration with Sales and Trading to provide comprehensive client coverage. Requires strong accounting, finance, quantitative, and business writing/communication skills, as well as modeling, forecasting, and valuation experience; FINRA Series 86 and 87 licenses are required; 2-3 years of equity research and/or investment banking experience; advanced Excel proficiency; CFA charterholder or progress towards CFA preferred; some coding capabilities (e.g., VBA, Python) desirable.
Required Qualifications
- FINRA Series 86
- FINRA Series 87
- Two to three years of experience in equity research and/or investment banking
- Strong accounting, finance, quantitative and business communication skills
- Modelling, forecasting, and valuation experience
- Advanced level of proficiency in Excel
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