🛠 Tech Stack

💼 About This Role

You'll support a new Industrial Distribution Team by building financial models, writing research notes, and creating differentiated analyses. Reporting to a senior analyst, you'll expand to client communication and idea generation as you develop. This role offers deep industry exposure and a path to publishing impactful equity research.

🎯 What You'll Do

• Build and maintain three-statement financial models
• Write equity research notes and reports
• Analyze large datasets using Excel and Bloomberg/FactSet
• Communicate with clients and sales/traders

📋 Requirements

• 1-2 years of experience in sell-side equity research, buy-side, or related fields
• Advanced understanding of financial modeling and 3-statement model maintenance
• SIE, Series 63, 86 & 87 (or willingness to obtain within 90 days)
• Bachelor's degree in Finance, Accounting, Math, or Statistics (minimum 3.5 GPA)

✨ Nice to Have

• MBA, CPA, or CFA designation
• Experience on industrials teams
• Bloomberg and/or FactSet skills

🎁 Benefits & Perks

• 💰 Competitive base salary plus bonus potential
• 🏥 Medical, dental, and vision insurance
• 👶 Parental leave
• 📈 401(k) with company match

🚩 Heads Up

• Requirements mention comfortable working 10+ hours some weekends
• Securities licenses expected within 90 days, which may be tight for some candidates