Job Description:
This job is responsible for analyzing some of the most exciting and complex financial services companies with a global footprint and helping make impactful stock recommendations to generate alpha. Key responsibilities include performing financial and statistical analyses, conducting research, preparing reports, helping to originate, structuring and modeling transactions, and assessing market trends.
The North American Banks Research team covers 40+stocks across US and Canada with over $2 trillion in market-capitalization. The team is looking for someone who has the intellectual curiosity and the aptitude to ramp up on a fast-evolving banking sector which is undergoing secular shifts tied to stablecoins and digital assets, AI and a shifting regulatory backdrop. The ideal candidate will have between one to four years of experience in markets or experience focusing on the banking (or financial services) sector. This candidate will work with both the Senior Analysts and team members in all aspects from idea generation to company meetings, and will play a critical part in providing the financial modeling and qualitative analysis to formulate investment opinions.
Responsibilities:
- Assists in structuring, pricing, and executing transactions to assist in developing financing solutions for existing and emerging companies
- Conducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments
- Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data
- Assists with the preparation of associated financial models and written reports
- Perform complex financial modeling & valuation work
- Write regular industry and company reports and company launch initiations from scratch
- Develop databases integral to our research product
- Demonstrate strong industry knowledge and business judgment
- Work with Senior Analysts to develop key industry themes
- Build relationships and facilitate information flow with contacts at covered companies
- Participate and contribute to client meetings and events
- Attend meetings and interact with key opinion leaders
- Closely follow and understand market, industry and company specific activity
- Seek out new, unusual sources of information
- Interact regularly with clients
Qualifications
- Bachelor’s Degree or equivalent years of experience
- 1-4 years of experience focusing in equity research, wholesale credit, buy side experience or investment banking experience
- Strong writing and modeling skills. Must be an expert at MS Word and MS Excel
- Must be able to thrive in a fast-paced and intense environment.
- Must have excellent communications skills, written and verbal
- Must enjoy following the stock market and doing desktop and field research
- Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
- Must have strong attention to detail, ability to multi-task
- Must work well in a collaborative team environment
Shift:
1st shift (United States of America)
Hours Per Week:
40
