Research Assistant opportunity at a financial services- focused boutique investment bank supporting senior analyst and his team in covering the insurance industry.
The ideal candidate is a highly motivated individual with a strong work ethic and should be comfortable working in a team oriented environment. While prior equity research experience is helpful, it is not required but candidate should be able to demonstrate prior interest in securities research.
Help build and maintain company-specific financial models;
Play a key role in developing and preparing industry reports and primary research projects;
Monitor investor news services and stock prices;
Oversee data collection;
Work with Senior Analyst and other Associates to publish and communicate recommendations to the sales force and institutional clients;
Perform related duties as assigned.
Essential skills and experience:
BA/BS degree required (Accounting, Economics, Finance, Engineering, Mathematics, and/or Computer Science preferred);
Proficiency in Microsoft Office programs (Word, Excel, PowerPoint). Familiarity with basic data analysis tools;
Strong research, writing, and data analysis skills;
Strong interpersonal skills with the capacity to work in a team environment;
Positive attitude and willing to contribute to the team;
FINRA Series 7, 63, 85 and 86 licenses helpful but not required for consideration. Individual will be responsible for acquiring these licenses as soon as practical.
Stifel Nicolaus - 19 months ago