2027 Spring Associate – Equity Research – Remote

Department Overview

Equity Research plays a critical role in helping clients make informed investment decisions by providing independent analysis of publicly traded companies and industries. The team conducts in depth financial modeling, evaluates market trends, develops investment recommendations, and publishes research used by institutional and individual investors. Seasonal Associates gain hands on experience analyzing companies, building financial models, and supporting real world research projects alongside experienced analysts. With a collaborative culture that encourages curiosity, critical thinking, and continuous learning, Equity Research offers students a unique opportunity to deepen their understanding of the financial markets while developing skills that are highly valued across the investment industry

Job Summary

Under general supervision, Equity Research seasonal associates use skills gained through training, education and experience to assist with specific projects within an assigned functional area. In order to gain broad exposure, our seasonal associates will have the opportunity to work with multiple teams on projects that include preparing Initiations of Coverage, building financial models, writing earnings notes, and completing industry whitepapers. The seasonal associate is expected to use some judgment to adapt procedures, processes and techniques to apply to more complex assignments. Routine contact with senior analysts and research associates will further enhance the seasonal associate’s professional development.

The seasonal associate position is a temporary role

Start Date: January 18, 2027

Work Schedule: Monday through Friday, minimum of 30 hours per week.

Duties and Responsibilities

• Assist with company, industry, and market research projects to support investment recommendations.

• Analyze financial statements and metrics to develop a fundamental understanding of publicly traded companies.

• Support the development of financial models used for forecasting, valuation analysis, and investment research.

• Conduct research on market trends, industry developments, and economic events.

• Collaborate with others to prepare reports, presentations, and other research materials.

• Apply accounting, finance, and equity valuation concepts to evaluate investment opportunities and communicate findings effectively.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of –

• Fundamentals of accounting, finance, and equity valuation methodologies.

• Financial statement analysis and interpretation.

• Financial markets, equity securities, and key market drivers.

• Basic concepts, practices, and procedures of a professional office environment and the Equity Research function.

Skill in –

• Microsoft Office applications, particularly Excel, Word, and PowerPoint.

• Research, data gathering, and analytical problem solving.

• Written and verbal communication, including the ability to summarize information clearly and effectively.

Ability to –

• Analyze financial statements, identify trends, and explain key variances.

• Conduct company, industry, and market research using available data sources and online research tools.

• Prepare concise summaries of conference calls, research findings, and market developments.

• Create charts, graphs, and presentation materials to support research reports and recommendations.

• Manage multiple assignments, prioritize tasks, and meet deadlines in a fast paced environment.

• Work independently while collaborating effectively with analysts, associates, and team members.

• Build and maintain professional working relationships while demonstrating strong attention to detail and a high level of professionalism.

Educational/Previous Experience Requirements

• Senior standing (May 2027 graduates) pursuing a bachelor’s or master’s degree in finance, accounting, Economics, data analytics or related field with a 3.5 cumulative GPA or higher.

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Licenses/Certifications

• None required.

Location

• Remote position

• No travel required.