SUMMARY OF RESPONSIBILITIES
A Level II associate will have mastered the functions of building and maintaining Excel-based financial models, including income statement, balance sheet, cash flow statement and discounted cash flow analysis. In addition, a Level II associate will assume significantly more of the writing responsibilities, EPS modeling and forecasting, and increasing management and client interaction. A Level II is on the path toward becoming a senior analyst, and as such, their external responsibilities and profile will increase. A Level II associate at a minimum should be able to clearly state/defend their analyst’s investment thesis and outlook for each stock under coverage. A Level II should be able to handle basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests. A Level II should be able to develop written product with modest direction from the analyst and be able to apply and evaluate basic valuation methodologies to stocks under coverage and the broader sector. A level II associate should continue to develop external sources (management teams, suppliers, and customers) and should be able to integrate these sources into the research product. It is also expected that a Level II associate will be assigned a small client contact list and be responsible for meeting the needs of those clients.
KNOWLEDGE, SKILLS AND QUALIFICATIONS
Undergraduate degree, MBA, or CFA or other professional designation. Minimum 3 years relevant industry or financial industry experience.