Equity Research
Job Summary
Also known as Private Equity Research Associates, Equity Research Associates are tasked with analyzing securities, conducting investment research, evaluating equity investments, conducting industry-specific surveys, generating proprietary reports, and producing financial models. The ideal candidate for this role must possess excellent communication skills, extensive knowledge of investment strategies, strong analytical skills, and working knowledge of specialized investment software. Ultimately, the exceptional Equity Research Associate should provide firm investment recommendations, generate new business, monitor financial security, perform in-depth investment research and analysis, increase profits, generate reports, and keep ahead of industry trends.
Responsibilities:
- Creating financial modeling charts.
- Providing investment recommendations.
- Researching and analyzing securities data.
- Assisting senior analysts with investment research.
- Evaluating potential equity investments.
- Meeting and interviewing managers, executives, and suppliers.
- Generating reports.
- Simplifying dense and complex financial data.
- Compiling financial statement analysis.
- Monitoring market systems and performance.
Requirements:
- Bachelor’s Degree in Finance, Accounting or Statistics.
- Proficiency in data mining software.
- Excellent communication skills.
- Ability to meet deadlines.
- Computer literacy.
- Knowledge of stocks, bonds, and index funds.
- Problem-solving skills.
- Familiarity with trade jargon.
- Strong research abilities.
- Understanding of foreign financial markets.
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