Clear Street aims to provide sophisticated investors access to every asset and market through a unified platform. The role of the equity research associate is to support the Energy and Industrials team in covering companies involved in renewable energy, clean technologies, energy efficiency, and related industries, thereby enabling informed investment decisions.
Requirements
- At least two (2) years of fundamental equity research experience including financial statements analysis experience, and financial modeling skills
- Skilled in building and updating financial models and projections
- Microsoft Excel and PowerPoint spreadsheet proficiency
- FINRA SIE/Series 7, Series 63, Series 86, and Series 87 licenses are required
- Outstanding written and verbal communication capabilities to articulate ideas and investment theses
Responsibilities
- Develop and utilize financial models to support analyses, client communications, and investment recommendations.
- Perform targeted industry and company research by conducting surveys, polling professionals, engaging with Key Opinion Leaders, and gathering primary data for research purposes.
- Contribute to the creation of in-depth research reports, including investment strategies, data interpretation, industry or company news updates, and initial coverage assessments.
- Analyze company and industry data for use in written reports and financial models.
- Draft and assist in the production and creation of research reports and other materials for internal and external distribution.
- Monitor industry trends and dynamics.
- Build and sustain professional relationships with company executives, industry experts, internal sales and trading teams, and institutional investors.
Other
- Bachelor’s degree required, MBA or other advanced degree preferred but not required
- Occasional travel may be required
- Ability to excel in a dynamic, high-pressure, and deadline-oriented setting
- Demonstrates exceptional attention to detail and a commitment to high-quality work
- Exhibits a strong work ethic, resourcefulness, and both critical and creative thinking abilities
