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financial modeling excel powerpoint series 63 equity research📋 Description
- Support Research Analysts in equity research
- Analyze market and industry trends for assigned sectors
- Build and update financial models with charts
- Formulate opinions and recommendations on securities
- Prepare reports for clients and the investing public
- Present findings to Sales, Trading and clients
🎯 Requirements
- Bachelor's degree with min 3.5 GPA
- Background in accounting, math, statistics, or CS preferred
- Strong analytical and organizational skills
- Ability to collaborate in a team and self-directed work
- Excellent MS Office skills (Word, Excel, PowerPoint)
- Proficient communication and presentation skills
- Currently hold or pursuing SIE, Series 63, 86, 87 licenses
- Passionate about capital markets and equity research
🎁 Benefits
- Base salary: $70,000-$80,000 per year
- Eligible for variable compensation programs
- On-site in Portland, OR
- Licenses: SIE, Series 63, 86, 87
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