Build and maintain financial models, analyze company and industry data, and prepare research publications, including earnings, company, and initiation reports. Gather and interpret information from filings and other sources, communicate recommendations to clients and internal teams, and support client marketing, management meetings, and industry conferences. A bachelor’s degree and 1–3 years of related financial services experience are sought, with a preference for backgrounds in equity research, investment banking, or public accounting and studies in accounting, finance, or economics. Candidates should have strong Excel, modeling, financial statement analysis, communication, analytical, and teamwork skills; securities licenses and CFA candidacy or designation are a plus.
Equity Research Associate – Brokers, Asset Managers & Exchanges
San Francisco, California, 94111
Full Time
Onsite
$100000 - $120000/yr
supports..pdf, .doc, .docx, or .txt file


