Equity Research Associate - Tech and Diversified Industrials Groups - Class of 2026

📋 Description

• Support Analysts with actionable research for institutional clients.
• Research market/industry trends and company specifics.
• Build and update financial models; create clear tables/graphs.
• Formulate opinions and recommendations on securities.
• Prepare reports for dissemination to clients and the investing public.
• Discuss findings with Sales & Trading and institutional clients.

🎯 Requirements

• Bachelor's Degree with minimum 3.5 GPA.
• Background in accounting/finance preferred.
• Strong analytical and organizational skills.
• Collaborate in a team and work self-directed.
• Proficient in MS Office (Word, Excel, PowerPoint).
• Licenses: SIE, Series 63, 86 and 87 (current or pursuing).

🎁 Benefits

• Equal opportunity employer; values diversity.
• Reasonable accommodation for applicants with disabilities.
• Privacy policy available for California applicants.