SUMMARY OF RESPONSIBILITIES
Primarily responsible for working behind the scenes in providing modeling, and organizational support to the senior Research Analyst as well as developing their skill sets and learning their industry and the sell-side of the research business. Some travel may be required.
Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
Building and updating comp sheets.
Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)
Meets the special projects demands of the Analyst
Uses all resources to determine and locate relevant data.
Builds industry knowledge and contacts.
Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
Analyze information obtained from management in order to conceptualize and define operational problems.
Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
KNOWLEDGE, SKILLS AND QUALIFICATIONS
B.S. or B.A. in related field
MBA in Finance a plus, CFA designation or current enrollment a plus
1 to 3 years of industry experience
Stifel Nicolaus - 13 months ago