Equity Research Associate - Internet/Digital Media (New York)

Under general supervision of a Senior Equity Analyst, analyze and interpret equity-related data, conduct research and provide opinion on issues which may impact an investment decision. Conduct research studies of existing and potential investments in selected sectors and develop investment theses. Analysis may focus on an individual security, sector, or theme. Identify and investigate pertinent factors influencing investment decisions. Quantify and interpret potential risks and rewards. Recommend acquiring, holding, or disposing of investments. Monitor designated investments to identify trends and conditions. The ideal candidate is client-service oriented, detail-oriented, and one who thrives in a team-driven and fast-paced environment.

Responsibilities

Develops expertise on industry and related companies to enable analysis of key themes and trends using primary data sources and business intelligence tools; Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections; Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation; Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues; Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential; Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media

Requirements

Analyze and interpret equity-related data under general supervision; Sufficient understanding of accounting and financial statement analysis; Creates relevant, lucid and effective investment reports; Uses clear and effective verbal communications skills; Communicates with internal and external clients in a clear, concise and compelling manner; Works with general supervision on analyzing data trends for use in reports; Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages; Bachelor's in Business Administration, Economics, Finance or a related field; General Experience - 13 months to 3 years; Securities Industry Essentials Exam (SIE), Series 63, Series 86 and 87 or ability to obtain within first year

Nice to have

Data analytics/coding skills preferred; Client-service oriented; Detail-oriented; Thrives in a team-driven and fast-paced environment

Benefits

Medical, dental, and vision; Life insurance; Critical illness insurance and accident insurance; Disability benefits; Retirement savings; Paid time off (including vacation, holidays, and sick leave); Parental leave