Senior Research Associate - Consumer Sector
$160,000–$170,000 year
HybridChicago, Illinois, United States
Job Summary
Assemble and validate data on quality growth companies using internal and external sources, and collect information on industry events, financials, and investment data to support fundamental research. Build and update financial models and statistical data for security analyses, then communicate findings to the Research team and refine analyses based on feedback. Prepare internal and external reports, notes, presentations, and educational tools to convey research findings and investment ideas to clients and prospects. Visit companies, attend conferences, and build relationships with executives while documenting contact points to assist analysis activities. Respond to inquiries from clients, investment teams, and the public regarding securities or industry groups. Identify new investment ideas and issue opinions and recommendations to generate business activity. Ensure all work activities comply with applicable rules, regulations, policies, and procedures.
Required Qualifications
- Bachelor's Degree
- concentration in Finance or Accounting
- 2 – 5 years of related investment research experience
- SIE Exam
- Series 7
- 63
- 86
- 87
- 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
- the ability to convey complex financial information in an understandable manner to various audiences
- Client service oriented
- Ability to work independently in support of team goals
- Proficient in Microsoft Office
- Bloomberg
- other investment industry standard data sources
Desired Qualifications
- concentration in Finance or Accounting
- CFA
- CPA
- technical designation
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