🛠 Tech Stack

💼 About This Role

You'll partner with senior analysts to provide differentiated analysis and value-added insight on publicly traded companies. Your core impact will be creating and maintaining financial models that drive actionable research for institutional clients. This role offers high responsibility on a small team.

🎯 What You'll Do

• Research market and industry trends and company specifics
• Create, maintain, and update financial models and data exhibits
• Prepare reports and statistical data for client dissemination
• Discuss findings with Sales & Trading and institutional clients

📋 Requirements

• Bachelor's degree with minimum 3.5 GPA
• Background in accounting and finance strongly preferred
• Working knowledge of MS Office (Word, Excel, PowerPoint)
• Obtain or be open to obtaining Securities Industry Essentials (SIE), Series 63, 86, 87

✨ Nice to Have

• Passionate about capital markets
• Strong analytical and organizational skills
• Collaborative team player

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Application Review· 1 week
2. 2Phone Screen· 30 min
3. 3Technical Interview· 1 hour