Assist in preparing and executing analyses of companies by collecting, evaluating, and applying statistical and financial data on the economy and financial markets.
Requirements
- Completed no less than 3 senior level accounting and/or financial analysis courses.
- One year of experience in an analytical or financial role
- Corporate financial modeling experience
- proficiency with Microsoft Excel and Access also required.
Responsibilities
- Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.
- 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.
- Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.
- Answering inquiries from firm personnel regarding individual securities or industry groups.
- Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
- Maintaining company databases using spreadsheet and database software.
Other
- Qualified candidates will possess a bachelor’s degree (preferred focus in business, accounting or finance)
- Strong oral and written communication skills, research skills, and the ability to organize, analyze, and interpret data
- Clear interest in financial markets
- Ability to synthesize data and articulate findings through excellent presentation skills.
