Equity Research Associate (financials)

Capital Partners Mortgage LLC

New York, United States
Base: $150,155-$240,248; bonus/equity: eligible fo...
Bottom-up fundamental research
Financial modeling
Company analysis
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

Job Summary

  • 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.
  • We’re seeking candidates with demonstrated experience analyzing banks (ideal) and financial services.
  • You’ll receive a competitive salary, bonuses and benefits.

Matching Summary

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.

Salary

Base: $150,155-$240,248; Bonus/Equity: eligible for annual performance bonus and Capital's annual profitability bonus; Benefits: company-funded retirement contribution (15% of eligible earnings), generous time-away and health benefits from day one

Skills & Requirements

Must-have

  • bottom-up fundamental research
  • financial modeling
  • company analysis
  • industry analysis
  • drafting reports
  • sell-side firms
  • industry experts

Nice-to-have

  • authentic self
  • diverse perspectives
  • strong sense of belonging
  • inquisitive mind
  • intellectual curiosity
  • seek and view feedback

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter