Equity Research Associate, Insurance. Location: New York, NY or Baltimore, MD
Job Description
Our client is the premier investment bank focused on the Financial Institutions space. They are a full-service firm with a talented staff providing an array of services, including; Investment Banking, Capital Markets, and Financial Advisory services to a national base of clients.
Focused on the Insurance space, the Equity Research group is responsible for researching micro and macroeconomic conditions, along with company fundamentals. It also collects and analyzes financial information in order to make investment recommendations. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in published research reports. With experience, the position will be exposed to senior management and have significant client interaction. The selected candidate will support a highly regarded Senior Analyst. The following is an overview of the required responsibilities and qualifications:
Responsibilities
Skills and Qualifications:
Our client is the premier investment bank focused on the Financial Institutions space. They are a full-service firm with a talented staff providing an array of services, including; Investment Banking, Capital Markets, and Financial Advisory services to a national base of clients.
Focused on the Insurance space, the Equity Research group is responsible for researching micro and macroeconomic conditions, along with company fundamentals. It also collects and analyzes financial information in order to make investment recommendations. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in published research reports. With experience, the position will be exposed to senior management and have significant client interaction. The selected candidate will support a highly regarded Senior Analyst. The following is an overview of the required responsibilities and qualifications:
Responsibilities
- Build and maintain Excel-based financial models
- Monitor company and industry news
- Build and maintain databases of relevant industry and company-specific data
- Respond to questions from institutional sales and clients regarding covered companies
- Develop and contribute to written research products
- Evaluate basic valuation methodologies for stocks under coverage
- Maintain marketing materials and presentations
Skills and Qualifications:
- 3-5 years prior work experience within Equity Research or the Financial Institutions space
- Solid understanding of financial modeling
- Advanced Excel Experience
- Superior writing and communication skills
- Strong written communication skills (writing samples may be required)
- FINRA SIE and 86 & 87 - Required or to be obtained after hire
