A Research Associate is an assistant to a Senior Analyst. A senior analyst becomes an expert in a particular industry segment and, based on thorough analysis, determines the best investment opportunities within that segment. The associate is expected to assist the senior analyst in developing and sourcing information from industry contacts, analyzing qualitative and quantitative trends, constructing financial models, formulating conclusions and investment opinions, and presenting those opinions in verbal written and form to various audiences.
Gather data on key market trends, including customer demand, technology trends, capital spending, pricing, competitive developments, and market share
Analyze and forecast metrics such as unit sales, pricing, revenues, earnings, cash flows, and balance sheet data
Build Excel-based quantitative models that incorporate trends
Help produce written reports that present conclusions and opinions
Respond to inquiries from sales and corporate finance professionals (internally), and from portfolio managers, company executives, and the media (external)
2-5 years industry experience
Strong technology background
Bachelor’s degree required
MBA or CFA training helpful, but not required
Experience in a competitive environment
Strong interpersonal, communication skills (written and oral)
Self motivated and ability to take ownership of all aspects of position
Pass federal and state securities exams
US Work Authorization required
Salary depends upon education and financial and/or industry experience. Excellent benefits package.