Research Associate (Equity Small Mid Cap)

Who We Are

The Firm is a global investment management firm with over $180 billion in Assets under Management spanning across a range of various equity and fixed-income investment strategies. The Firm was founded in 1969 on the principle that doing what’s best for clients will always be right for the business. The mission across all areas of our firm is to deliver superior long-term investment returns and excellence in client service. This singular focus is embedded in our culture and reflected in the way we invest, the service we provide to our clients, and the people we hire. We recognize that each employee plays a key part in achieving our mission, regardless of their role or title. As a result, we continually strive to make the Firm a fulfilling and rewarding place to work for all employees.

Our Function

This position will support the Small/Mid-Cap Equity research team and be initially be responsible for covering multiple sectors in support of current team members.  Coverage will evolve depending upon interest and team needs.

Your Impact

Your responsibilities will include, but are not limited to the following:

• Research and recommend new stock ideas for inclusion in the portfolios
• Advanced Financial Modeling – build and update financial models and valuation analyses, and develop price targets to drive buy and sell recommendations
• Compile and maintain sector and macro data for analysis, and keep the overall team informed regarding key industry trends
• Host management meetings both in the office and at industry conferences
• Regularly read sell-side research and macro-economic research
• Become a trusted resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons, and opinions of the broader research team

Your Required Skills

Your required skills must include:

• Bachelor’s Degree with 2-3 years experience
• A demonstrated track record of academic and professional achievement.
• Firm understanding and interest in financial markets, financial statements, and terminology
• Demonstrated Proficiency with Excel, PowerPoint, and Outlook
• Advanced Financial Modeling skills; create and maintain financial models on individual companies
• Interpret developments that may impact share price performance on a longer-term basis
• Familiarity with investment-oriented databases and analytical software such as Bloomberg and FactSet experience a plus
• Excellent verbal and written communication skills with extremely strong attention to detail
• Ability to establish priorities and meet deadlines, with demonstrated ability to juggle multiple competing tasks and demands
• Demonstrates a high level of initiative; takes charge in the absence of detailed instructions
• Excellent analytical, critical thinking and problem-solving skills

What We Offer

The Firm offers a generous benefits package including but not limited to: premier medical benefits, paid time off, a retirement profit sharing plan, wellness reimbursement, fully paid parental leave, family planning support, paid membership to concierge primary care, supplemental mental wellness benefit provides annual allotment of fully paid therapy sessions and unlimited coaching, additional health and wellness benefits, and life insurance. Our hybrid work model provides employees with the flexibility to work remotely 2 days a week.

The base salary range for this role is $135,000 - $160,000. Individual salaries for this role may vary based on various factors including but not limited to, years of experience, range in corporate level, candidate skills, and geographic location. Eligibility to participate in a discretionary annual incentive program is subject to rules governing the program, whereby an award, if any, depends on various factors including but not limited to, individual and organizational performance.

The Firm is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. The Firm does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law.