Overview
This position sits within the Equity Research Department on the Large Cap Bank team. The team seeks Associates with 2-5 years experience in markets, banking, other finance areas, risk management, credit underwriting and accounting. Research Associates will work closely with other team members to support the Senior Analyst in providing research coverage of stocks for use by external Firm clients and other internal constituents.
What We Offer You
- A diverse and inclusive environment that embraces change, innovation, and collaboration
- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
- Educational resources, matching gift, and volunteer programs
What You’ll Do
- Direct involvement in company and industry research produced by the team
- Attend meetings with senior management of companies we cover, listen to management calls and presentations and summarize key takeaways
- Loading historical data into excel models and helping lead analyst forecast future results
- Summarize and aggregate both industry and company data into research reports/marketing materials
- Assist lead analyst with internal senior management requests
Skills You’ll Need
- Robust attention to detail, including when under time pressure
- Strong communications skills across verbal, written and digital
- Ability to work independently as well as within a small group as all team members need to be key contributors
- Strong desire to learn about the markets, economy, banking sector, and the research business
- Strong Microsoft Excel and Word and openness to leveraging new tech including AI
Skills That Will Help You Excel
- Strong work ethic
- Resourcefulness – The ability to take initiative and ownership of projects and assignments, at times with more autonomy and little direction
- Strong teamwork and interpersonal skills in working with the research team, sales force, trading, Firm clients, and company contacts
- open to both good and negative feedback that’s aimed to help you develop and accomplish your professional goals
