Senior Equity Research Associate Jobs in New York

Communicate with internal sales force, institutional clients and company management teams

Bachelor’s Degree from an accredited university required, preferably in Business, Economics, Finance or other quantitative focus

1-2 years Equity Research experience preferred

Experience in the Consumer sector helpful but not necessary

Excellent accounting and financial skills; keen understanding of valuation techniques

Excellent writing and communication skills with strong attention to detail

Create and maintain earnings, valuation, and industry models leveraging skills in general data analysis, accounting, finance, and economics.

Develop and maintain relationships with investor relations personnel and management of companies under coverage.

The candidate should have 1+ years of professional experience in Equity Research, Investment Banking, Capital Markets, and/or the retail industry.

Experience utilizing Excel to build and/or maintain financial models; an advanced level of Excel proficiency is ideal.

Experience writing in a professional capacity (e.g. crafting equity research notes/correspondence); presentation and/or development of industry reports.

PowerPoint skills are required, but not a large component of the everyday work.

· Outstanding analytical skills. Ability to do deep primary research, analyze and draw conclusions from information.

· Excellent verbal and written communication skills

· If no Ph.D. or M.D., clear interest in medicine/biological sciences through University level coursework

· MBA or CFA, or clear demonstration of financial modeling and valuation methodologies through coursework

· Strong sense of integrity

· Bachelor’s degree in Accounting

Craft insightful reports that offer a holistic industry perspective.

Become a subject matter expert on an assigned industry

Engage with executives from diverse private companies, gathering insights on industry shifts and dynamics.

Gain unparalleled exposure to business leaders, fostering growth.

Collaborate with investment professionals, enhancing investment decisions.

Please apply here or reach out to me directly at:[email protected] discuss in more detail!

·Meet with company management teams and engage with institutional investors.

$75—150K base, commensurate with qualifications and experience

Candidate should have strong writing, financial modeling, and verbal communication skills.

Series 7, 63, 86, and 87 licenses, or willingness to obtain these licenses soon after employment.

MBA and/or CFA a plus, but not required.

Ability to work efficiently in a fast-paced team environment.

· Meet with company management teams and interview company customers, suppliers and competitors

· Outstanding interpersonal and written communication skills

· Strong financial modeling experience required

At Piper Sandler, we connect capital with opportunity to build a better future.

We are currently looking for Equity Research Associate to join our Biotechnology team in New York, NY.

· Work in partnership with the senior analyst to conduct extensive company and industry research

Knowledge and experience with standard molecular and biochemical laboratory techniques, especially multi-color flow cytometry, Incucyte analysis, and ELISAs.

1-3 years of industry experience in a biotechnology/pharmaceutical company or full-time academic lab experience.

Expertise with standard mammalian cell culture techniques (thawing, culturing, freezing cell lines). Experience with transfection and/or viral transduction is preferred.

Strong verbal and written communication skills to effectively share scientific findings.

Experience or familiarity with immune cell assays, T cell immunology, and/or cancer biology is a plus.

Self-motivation and adaptability to evolving project priorities and responsibilities.

1.    Advanced Degree and/or CFA Designation2.    6+ years of related work experience3.    Experience in mentoring and coaching

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

Please review the following job description:

The annual base salary for this position in New York is $160,000

1-3 years of experience in equity research or investment banking

Has excellent interpersonal skills as well as analytical and qualitative research skills

Strong writing, financial accounting, and financial modeling skills

Support the lead analyst through coverage initiations, day-to-day continuing coverage, industry thought pieces, investor interaction and company vetting

Maintain financial models and databases, write-ups on recent developments at specific companies or within sectors

Interact with sales and be a key part of day-to-day equity research coverage

5+ years of experience in investment management or manager research

Proven experience and success in conducting open architecture manager research

Bachelors degree in business or related field, preferably with a major in finance or economics

Experience with Morningstar Direct, FactSet, eVestment, or similar tools

Experience covering offshore UCITS vehicles a plus

Must have excellent analytical, written, oral and interpersonal communication skills

1.    Working towards CFA Designation.  2.    4+ years of related work related experience 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

Please review the following job description:

The annual base salary for this position in New York is $140,000

Outstanding analytical skills. Ability to do deep primary research, analyze and draw conclusions from information.

Excellent verbal and written communication skills

An exceptional academic pedigree, including a higher degree in a life science-related field (Ph.D. and/or M.D.) is preferred, but not required.

If no Ph.D. or M.D., clear interest in medicine/biological sciences through University level coursework

MBA or CFA, or clear demonstration of financial modeling and valuation methodologies through coursework

Strong work ethic, attention to detail, curious, optimistic, tenacious with a desire to learn about the biopharmaceutical industry.

Strong quantitative skills – You will demonstrate strong finance, accounting, and overall valuation skills

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Strong teamwork and interpersonal skills in working with the research team, sales force, trading, firm clients, and company contacts

Skills That Will Help You Excel

Strong quantitative skills – You will demonstrate strong finance, accounting, and overall valuation skills

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Strong teamwork and interpersonal skills in working with the research team, sales force, trading, firm clients, and company contacts

Skills That Will Help You Excel

Qualified candidates will possess a bachelor’s degree (preferred focus in business, accounting or finance)

One year of experience in an analytical or financial role

Ability to synthesize data and articulate findings through excellent presentation skills.

Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.

Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.

Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.

Using technical/professional knowledge, interpersonal and sales skills to obtain customers’ commitment to ideas, services, or products.

Any equivalent combination of experience, education, and/or training approved by Human Resources.

Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)

Performs other duties and responsibilities as assigned.

Principles of banking and finance and securities industry operations.

Microsoft Office suite, with an intermediate/advanced knowledge of Excel

Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics

Develop and maintain relationships with investor relations personnel and management of companies under coverage

The candidate will have 1 to 3 years of professional experience in Research, Finance, Accounting, and/or Healthcare/Biotech Industry

Experience utilizing Excel to Build / Maintain Financial models, an advanced level of excel proficiency is expected and required

Experience writing in a professional capacity, e.g. crafting equity research notes / correspondence; presentation and/or development of industry reports

Strong PowerPoint skills are required

Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics

Develop and maintain relationships with investor relations personnel and management of companies under coverage

Ideally 2+ years of professional experience in Research, Banking, Capital Markets, Finance, or Accounting

Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news

Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)

Interact with institutional investors, responding to requests for models, reports and data analysis.

Work with Product Management counterparts in Europe and Asia, coordinating collaborative, global thematic content

Proficiency with Bloomberg, Excel, PowerPoint is required; experience with VBA a plus

Assist in the daily production of the Morning Call stock presentation meeting from Research to Sales & Trading

Contribute to the Product team’s publishing of department-wide, thematic and stock-focused research content

Work closely with the US equity analysts on idea generation/strategies for own, sector and department-wide research reports

Co-lead the production of several weekly thematic/stock research emails sent to institutional client base