About the role

  • Research Associate preparing financial models and supporting Senior Analysts in equity research tasks. Contributing to data-driven investment recommendations while working in a respected research team based in Newport Beach.

Responsibilities

  • Preparing and maintaining detailed financial models/valuation, projections, and databases
  • Applying sound understanding and use of finance and valuation techniques
  • Finding creative ways to use and express data to help formulate informed investment recommendations
  • Supporting a Senior Analyst in digesting and analyzing earnings reports, listening to conference calls and/or reading conference call transcripts
  • Writing first drafts of sector Quick Takes and portions of some research reports

Requirements

  • A Bachelor’s degree with high distinction in finance, accounting, real estate, economics, or a related field
  • 1-3 years of experience in conducting financial/economic research, publicly traded real estate securities, general securities, and capital markets
  • Interest in pursuing the CFA designation
  • Coding skills and familiarity with SQL/python are a plus
  • Strong working knowledge of financial statements and Microsoft Excel
  • Must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits

  • Performance bonus
  • Cutting-edge predictive analytics tools
  • No need for visa sponsorship
  • Opportunity to build a career in equity research with a respected team

Job title

Research Associate

Job type

Experience level

JuniorMid level

Salary

$80,000 - $110,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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