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
Quantify and interpret potential risks and rewards
Prepare financial models
Analyze data for decision making
Nice-to-have
Client-service oriented
Detail-oriented
Thrives in a team-driven environment
Data analytics/coding skills preferred
Key Requirements
13 months to 3 years general experience
Bachelor's in Finance required
Obtain Series SIE and 86/87 licenses within one year