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Associate - Equity Research (Energy Transition, Industrials, Energy)

Supports senior analysts in equity research on energy transition, industrials, and energy sectors by building financial models, conducting industry research, and producing reports. Requires 2+ years experience, bachelor's degree, and FINRA licenses.

125k – 175kNew York, NYBusiness OperationsHybrid2+ YOE

About the role

Responsibilities

  • Develop and utilize financial models to support analyses, client communications, and investment recommendations.
  • Keep senior analysts informed of significant daily news and market developments.
  • Perform targeted industry and company research by conducting surveys, polling professionals, engaging with Key Opinion Leaders, and gathering primary data for research purposes.
  • Contribute to the creation of in-depth research reports, including investment strategies, data interpretation, industry or company news updates, and initial coverage assessments.
  • As associates progress, they will build and sustain professional relationships with company executives, industry experts, internal sales and trading teams, and institutional investors.
  • Occasional travel may be required

Qualifications & Skills

  • At least two (2) years of fundamental equity research experience including financial statements analysis experience, and financial modeling skills
  • Bachelor’s degree required, MBA or other advanced degree preferred but not required
  • FINRA SIE/Series 7, Series 63, Series 86, and Series 87 licenses are required
  • Skilled in building and updating financial models and projections.
  • Microsoft Excel and PowerPoint spreadsheet proficiency
  • Outstanding written and verbal communication capabilities to articulate ideas and investment theses
  • Exhibits a strong work ethic, resourcefulness, and both critical and creative thinking abilities.
  • Able to excel in a dynamic, high-pressure, and deadline-oriented setting.
  • Demonstrates exceptional attention to detail and a commitment to high-quality work.

Compensation

  • Base salary range: $125,000-175,000 (based on experience, skills, and location)
  • Additional compensation includes bonuses and equity

Skills

Financial ModelingExcelPowerPointEquity ResearchFinancial Statement AnalysisValuation AnalysisSeries 7Series 63Series 86Series 87

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