Job Description:

This job is responsible for analyzing some of the most exciting and complex financial services companies with a global footprint and helping make impactful stock recommendations to generate alpha. Key responsibilities include performing financial and statistical analyses, conducting research, preparing reports, helping to originate, structuring and modeling transactions, and assessing market trends.

The North American Banks Research team covers 40+stocks across US and Canada with over $2 trillion in market-capitalization. The team is looking for someone who has the intellectual curiosity and the aptitude to ramp up on a fast-evolving banking sector which is undergoing secular shifts tied to stablecoins and digital assets, AI and a shifting regulatory backdrop. The ideal candidate will have between one to four years of experience in markets or experience focusing on the banking (or financial services) sector. This candidate will work with both the Senior Analysts and team members in all aspects from idea generation to company meetings, and will play a critical part in providing the financial modeling and qualitative analysis to formulate investment opinions.

Responsibilities:

Assists in structuring, pricing, and executing transactions to assist in developing financing solutions for existing and emerging companiesConducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instrumentsAttends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records dataAssists with the preparation of associated financial models and written reportsPerform complex financial modeling & valuation workWrite regular industry and company reports and company launch initiations from scratchDevelop databases integral to our research productDemonstrate strong industry knowledge and business judgmentWork with Senior Analysts to develop key industry themesBuild relationships and facilitate information flow with contacts at covered companiesParticipate and contribute to client meetings and eventsAttend meetings and interact with key opinion leadersClosely follow and understand market, industry and company specific activitySeek out new, unusual sources of informationInteract regularly with clients

Qualifications

Bachelor’s Degree or equivalent years of experience 1-4 years of experience focusing in equity research, wholesale credit, buy side experience or investment banking experienceStrong writing and modeling skills. Must be an expert at MS Word and MS ExcelMust be able to thrive in a fast-paced and intense environment.Must have excellent communications skills, written and verbalMust enjoy following the stock market and doing desktop and field researchAlong with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politicsMust have strong attention to detail, ability to multi-taskMust work well in a collaborative team environment

Shift:

1st shift (United States of America)

Hours Per Week: 

40