- Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.
- Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.
- Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.
- Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.
- Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.
- Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
- Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
- Maintaining company databases using spreadsheet and database software.
- Qualified candidates will possess a bachelor’s degree (preferred focus in business, accounting or finance)
- Completed no less than 3 senior level accounting and/or financial analysis courses.
- One year of experience in an analytical or financial role
- Corporate financial modeling experience
- Strong oral and written communication skills, research skills, and the ability to organize, analyze, and interpret data, as well as proficiency with Microsoft Excel and Access also required.
- Clear interest in financial markets
- Ability to synthesize data and articulate findings through excellent presentation skills.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing