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
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