Research Associate, Financial Institutions Group

New York, NY
Equity Capital Markets – Institutional Research /
Full Time /
On-site
Research associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Associates are part of small teams with a high level of responsibility in contributing to published research. Associates become experts in financial modeling and proprietary research techniques.

Qualifications:

    • Bachelor’s Degree with a minimum 3.5 GPA
    • Background in accounting and finance strongly preferred
    • Bright, mature, and motivated with the desire to excel and ability to adapt in an intellectually challenging environment
    • Passionate about capital markets and a desire to become highly skilled in equity research
    • Strong analytical and organizational skills
    • Ability to collaborate effectively within a team and work well on a self-directed basis
    • Working knowledge of MS Office, specifically Word, Excel, and PowerPoint
    • Proficient communication and presentation skills

Duties:

    • Support Research Analyst(s) in:
    • o   Making bold calls and produce actionable research for Davidson’s institutional clients
      o   Researching market and industry trends and company specifics to become an expert in your sector
      o   Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information
    • Gain experience necessary to:
    • o   Formulate and issue opinions and recommendations on securities and companies in one or more industry groups
      o   Prepare reports and statistical data for dissemination to firm clients and the investing public
      o   Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups
      o   Discuss research findings with Sales & Trading associates and institutional clients
      (e.g., analysts and portfolio managers at top mutual funds and hedge funds)
$80,000 - $150,000 a year
Our research associates who are Spring 2024 graduates, start out at a salary of $80,000. For those with experience at the junior analyst level, our salary increases to up to $150,000 annually with an up to 25% bonus in addition for both experience levels.