General Financials Equity Research Associate

Key responsibilities

Are you an intellectually curious and analytical thinker with experience covering financial sector stocks? Are you an effective communicator and efficient writer? Are you experienced with using automation tools to improve processes and workflows?

We’re looking for an Associate Director, Research - Americas Equity to:
• Conduct analysis and provide financial insights for select Business Development Company (BDC) and North American financials securities to aid in making solid investment decisions. Author research reports on covered companies to communicate investment theses and opine on news flow events.
• Build and maintain financial models to track and value companies. Prepare research reports that include company overview, competitive analysis, valuation, and other relevant information based on quantitative and fundamental factors.
• Communicate investment theses to clients and institutional sales. Attend industry and investor events.
• Perform due diligence for potential banking transactions and companies (IPO’s and follow-ons).

The team

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

You’ll be working with the Research - Americas Equity team in New York, NY.

Your skills and experience

Education & Experience Requirement:
• Master’s degree or foreign equivalent in Finance, Accounting, Business Administration or related field of study plus two (2) years of experience in the job offered or as a Research Associate, Research Analyst, or related occupation.

Alternate Education & Experience Requirement:
• Bachelor’s degree or foreign equivalent in Finance, Accounting, Business Administration or related field of study plus four (4) years of experience in the job offered or as a Research Associate, Research Analyst, or related occupation.

Position requires experience with the following:
• Covering Business Development Company (BDC) and other North American financials sector stocks
• Building and maintaining full financial models in excel with integrated P&L/BS/CF
• Constructing investment theses on companies, factoring in valuation, catalysts, risk-reward and sentiment
• Sell side or buy side financials sector analysis
• Analyzing 3rd party data
• Presenting to and communicating with C-suite corporate contacts
• Liaising with industry key opinion leaders
• Financial modelling
• Equity valuation
• Statistical analysis
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.