Job Description & Program Overview

Our award winning Global Research organization supports the institutional sales and trading teams and their clients. Their expertise is at the core of the value delivered to investor clients. Our research analysts provide insightful, objective and decisive research designed to enable their clients to make informed investment decisions in six primary disciplines.

Research Summer Associates will join our Equity Research team for the duration of the program. As an associate in Research, you will be responsible for financial modeling/analysis, conducting primary research, writing franchise pieces and servicing institutional clients.

Some responsibilities are conducted regularly (daily, weekly, etc.) while others are longer-term, ad hoc projects. Sample responsibilities and projects include:

• Assembling historical financial models on covered companies using SEC filings, company conference calls, and press releases Conducting financial, statistical and industry analysis on companies and the industry to support the team€™s investment thesis Updating financial models regularly and ad hoc
• Gathering data from primary and secondary sources; analyzing data for insight, generate trade recommendations
• Learning the fundamentals of the asset class or product that is covered by the team
• Developing a network of contacts appropriate for the industry, country or asset class covered
• Writing short notes and lengthy reports (Primers) on economies, markets and/or industries
• Writing sections of daily, weekly, or monthly reports
• Initiating and building relationships with clients
• Developing a network of contacts appropriate to the industry, country or asset market covered
• Attending industry conferences, investor dinners and company meetings

Qualifications

• Candidates are required to be pursuing an MBA degree from an accredited college or university with a graduation timeframe between December 2023 and June 2024
• Accounting, economics, mathematics, engineering, statistics, or programming background a plus
• Candidates must demonstrate a combination of academic aptitude, quantitative skills, strategic and creative thinking and distinguished written and verbal communications skills
• Effective organizational skills; time management and good prioritization skills
• Client service oriented; drive to over-deliver to internal client
• Ability to work independently and drive toward a completed end product
• Strong attention to detail; exercise strong quality control over own work
• Strong team and partnering skills; able to operate effectively remotely
• Ability to interpret information and points of view and can act on this information
• Ability to learn and use a wide range of market data sources
• A passion and interest in the US capital markets and ability to create and maintain financial models
• Strong understanding of finance, accounting, valuation techniques; familiarity with US accounting standards
• A passion and curiosity appropriate for research

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