Related skills
financial modeling capital markets series 63 securities equity research📋 Description
- Support analysts with actionable research for institutional clients
- Research market and industry trends to become a sector expert
- Create and maintain financial models; present data clearly
- Formulate opinions and recommendations on securities
- Prepare reports and data for clients and investors
- Discuss findings with Sales & Trading and institutional clients
🎯 Requirements
- Six months to two years experience in Equity Research or similar
- Bachelor's Degree with a minimum 3.5 GPA
- Strong analytical and organizational skills
- Ability to collaborate within a team and work self-directed
- Proficient in MS Office (Word, Excel, PowerPoint)
- Licenses: SIE, Series 63, Series 86 and Series 87
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