Research Associate II - Business & Information Services and Environmental Services
$110,000–$110,000 year
On-siteBaltimore, Maryland, United States
Job Summary
Provide information, data gathering, analysis, modeling, and organizational support to senior-level Research Analysts under general supervision. Develop a solid understanding of assigned sectors, clearly state and defend investment theses for covered stocks, and evaluate basic valuation methodologies. Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis. Respond to basic questions from institutional sales and clients regarding covered companies and industry data requests. Develop written product with modest direction and manage databases and electronic data services such as Bloomberg and FactSet. Some travel by car and/or air in conjunction with local, regional, and/or national travel, up to 20%.
Required Qualifications
- Bachelor's degree
- 3+ years of relevant industry experience and/or proven experience at the Associate I level
- Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
- Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
- Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Must be able to clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
- Must be able to handle basic questions from Sales and Clients
- Must be able to integrate these sources in the research product
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%
Desired Qualifications
- Must be able to build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
- Must be able to formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
- Must be able to analyze information obtained from management in order to conceptualize and define operational problems.
- Must be able to perform validation and testing of models to ensure adequacy; reformulate models as necessary.
- Must be able to build and update comp sheets.
- Must be able to manage the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)
- Must be able to develop written product with modest direction from the senior level Research Analyst.
- Must be able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.
- Must be able to meet the special projects demands of the senior level Research Analysts.
- Must be able to use all resources to determine and locate relevant data.
- Must be able to continue to build industry knowledge.
- Must be able to continue to develop external sources (management teams, suppliers, and customers).
- Must be able to respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
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