General Financials Equity Research Associate

Are you an intellectually curious and analytical thinker with experience covering financial sector stocks? Are you an effective communicator and efficient writer? Are you experienced with using automation tools to improve processes and workflows? We’re looking for somebody to:

• Conduct analysis and provide financial insights for select Business Development Company (BDC) and North American financials securities to aid in making solid investment decisions. Author research reports on covered companies to communicate investment theses and opine on news flow events.
• Build and maintain financial models to track and value companies. Prepare research reports that include company overview, competitive analysis, valuation, and other relevant information based on quantitative and fundamental factors.
• Communicate investment theses to clients and institutional sales. Attend industry and investor events.
• Perform due diligence for potential banking transactions and companies (IPO’s and follow-ons).