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
Job Summary
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.
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.
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.
Matching Summary
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.
Skills & Requirements
Must-have
Analyze and interpret equity-related data
Conduct research studies
Develop investment theses
Financial modeling and analysis
Client-service oriented
Nice-to-have
Team-driven environment
Fast-paced environment
Detail-oriented
Thrives in a team-driven environment
Key Requirements
13 months to 3 years general experience
Bachelor's in Finance
Obtain Series SIE and 86/87 licenses within one year