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Sr Associate/ Vice President- Equity Research, Large, Mid and Small Cap Banks

New York, New York

Job Description:

The US Banks Research team covers 30+ stocks with high trading volume and strong investor interest. The industry is changing and the team is looking for someone who can not only analyze that change but can anticipate new trends and present them effectively. The ideal candidate will have between one to four years of experience in markets or experience focusing on the banking (or financial) 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

  • 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

  • 3-4 years Min 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

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The US Banks Research team covers 30+ stocks with high trading volume and strong investor interest. The industry is changing and the team is looking for someone who can not only analyze that change but can anticipate new trends and present them effectively. The ideal candidate will have between one to four years of experience in markets or experience focusing on the banking (or financial) 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

  • 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

  • 3-4 years Min 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

Learn more about this role

Full time

JR-21019405

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Check out the New York City office

Located in midtown Manhattan, we’re right across from Bryant Park and a short walk to Times Square, Broadway theaters, Grand Central Station, excellent shops and world-class restaurants.

Street-level photo looking up at Bank of America tower
Aerial photo of ice skating rink
Aerial photo of people on trading floor

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036