Research Analyst

Research AnalystResearch AnalystFull TimeRemoteTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

California + 3 moreAll locations: California, Illinois, New York, Virginia

Posted

173 days ago

Salary

$135K - $175K / year

Bachelor Degree4 yrs expEnglishFlash

Job Description

• Develop and maintain equity research coverage within an assigned industry sector, producing insightful, cogent, and forward-looking analysis for institutional investors. • Establish thought leadership in coverage universe while supporting investment banking and capital markets initiatives. • Identify companies for additional firm research coverage and quickly establish equity research coverage within sector. • Write and prepare research reports, industry pieces, briefs, and flash notes. • Develop and maintain detailed financial models, including DCF, comparable company analysis, and sector-specific valuation frameworks. • Establish and maintain strong executive relationships with covered and non-covered companies. • Develop and maintain sources of information on companies through channel checks and primary research. • Actively support the investment banking team in identifying and evaluating prospective clients. • Communicate effectively via meetings and reports with sales, trading, and institutional clients. • Recommend the purchase, sale, or holding of securities with clarity and conviction. • Host and participate in roadshows, conferences, and event meetings. • Supervise and mentor associates through regular performance appraisals. • Assume a leadership role in recruiting junior personnel and participate in mentorship program and quarterly stock-picking competitions.

Job Requirements

  • Bachelor's degree (preferably in finance, business, or mathematics) with outstanding academic performance.
  • MBA, CFA, M.D., or Ph.D. preferred.
  • Minimum four years of experience in equity research, consulting, or finance-related fields.
  • Proven track record as an excellent stock picker with demonstrable performance.
  • Strong competence in financial modeling, valuation, and financial analysis.
  • Understanding of corporate finance and equity markets.
  • Proficiency with Bloomberg, BlueMatrix, and FactSet.
  • SIE, Series 86 and Series 87 licenses required.
  • Proven track record of verbal and written communication skills.
  • Ability to articulate complex concepts to both buy-side clients and C-suite executives.
  • Demonstrated ability to work in a fast-paced, team-oriented environment.
  • Exceptional client and business development skills.
  • Ability to network and build relationships across the industry.

Benefits

  • Competitive base salary with quarterly performance-based bonus structure.
  • 401(k) profit-sharing retirement plan.
  • Comprehensive medical, dental, and vision insurance.
  • Company-paid life and disability coverage.
  • Paid holidays, vacation, maternity, paternity, and sick leave.
  • Continuing education support, including CFA program.
  • Mentorship program participation and leadership.
  • Conference participation at industry and B. Riley Securities events.
  • Access to training programs and executive education.

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