Equity Research Associate (financials)

Capital Partners Mortgage LLC

New York, United States
Base: $150,155-$240,248; bonus/equity: individual ...
On-site
Detailed financial modeling
Fundamental analysis
Equity research
You will work closely and collaborate with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions

Job Summary

  • You will work closely and collaborate with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions.
  • You will partner with Investment Professionals on their coverage to help generate investment ideas and monitor holdings by researching and analyzing companies and related industries, financial modeling, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts, and working as a key contributor in the investment process.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

You will work closely and collaborate with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions.

Salary

Base: $150,155-$240,248; Bonus/Equity: individual annual performance bonus, Capital’s annual profitability bonus; Benefits: competitive salary, bonuses and benefits, company-funded retirement contribution, generous time-away and health benefits, 2-for-1 matching gifts, annual grants

Skills & Requirements

Must-have

  • detailed financial modeling
  • fundamental analysis
  • equity research
  • long-only investing
  • investment process
  • company management teams

Nice-to-have

  • diverse perspectives
  • strong sense of belonging
  • team settings
  • inquisitive mind
  • intellectual curiosity

Key Requirements

  • 2-5 years of experience
  • bachelor’s degree in finance, economics, STEM or a relevant field
  • experience covering banks or Diversified Financials sectors

Work Rights

Not specified

Tailored Resume

Cover Letter