Saint Petersburg, FL, 33747, USA
6 days ago
Equity Research Associate
**Responsibilities:** + Develops expertise on the Healthcare industry and individual healthcare companies to assess the impact of data readouts and other impactful news. + Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections. + Assembles and analyzes data to help inform investment ideas/ views on market outlook. + Explores and develops a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation. + Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. + Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. + Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media. Skills: + Works with general supervision on analyzing data for use in reports to help guide decision making. + Uses clear and effective verbal communications skills when required on expressing ideas, requesting actions or explaining complex recommendations. + Communicates with internal and external clients in a clear, concise and compelling manner. + Creates relevant, lucid and effective investment reports. + Sufficient understanding of accounting and financial statement analysis. + Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. + Data analytics/coding skills preferred. Licensing: + You will be expected to obtain the Series SIE and 86/87 licenses within one year from your start date. Position is hybrid.
Confirmar seu email: Enviar Email