Research Analyst
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.