Senior Financial Analyst – Investment Insights
2 weeks ago
The successful candidate will be a key member of the Equity Research team, working alongside our Head of Research to deliver high-quality investment insights to investors globally.
- Deliver regular written research reports, host investor meetings with company management teams, and hold conference calls with industry consultants.
- Maintain and update existing company financial models, create new models, and maintain relative value sheets.
- Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes, and other group products.
- Provide exceptional communication support for client inquiries and requests (internal and external).
- Attend/assist with meetings (management meeting & field trips) and conference calls with consultants.
Develop and execute comprehensive financial research initiatives that provide valuable insights to investors.
- Conduct thorough analysis of financial statements, market trends, and economic indicators to identify investment opportunities.
- Collaborate with cross-functional teams to develop and implement effective investment strategies.
- Develop and maintain relationships with senior-level clients to understand their investment needs and preferences.
- Bachelor's/University degree or equivalent experience.
- MBA or graduate degree and/or CFA preferred.
- Strong knowledge of accounting, financial modeling, and data analysis.
- Excellent inter-personal and writing skills.
- High level of attention to detail.
- Relevant previous experience within equity research at a reputable organization, ideally covering Banks/Financials.
Why this role is important: The successful candidate will play a critical role in shaping the future of the Equity Research team by providing innovative and insightful research solutions to clients.
What we offer: A dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
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