Description
Summary
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
Essential Duties and Responsibilities
- Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
- Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
- Analyze information obtained from management in order to conceptualize and define operational problems.
- Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
- Building and updating comp sheets.
- Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)
- Must be able to clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
- Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
- Develop written product with modest direction from the senior level Research Analyst.
- Able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.
- Meets the special projects demands of the senior level Research Analysts.
- Uses all resources to determine and locate relevant data.
- Continues to build industry knowledge.
- Continues to develop external sources (management teams, suppliers, and customers). Must be able to integrate these sources in the research product. Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
$95,000 to $150,000 base salary
Qualifications
- Inductive Reasoning – The ability to combine pieces of information to form general rules or conclusions.
- Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Time Management – Managing one's own time and priorities to ensure the meeting of deadlines
- Oral and Written Expression – The ability to communicate information and ideas in spoken or written form so that others will understand.
- Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
Education & Experience
- Bachelor's degree required
- 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level required
Hiring minimum: $100,000
Hiring maximum: $170,000
ABOUT STIFEL
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to “virtually” meeting you.
Stifel is an Equal Opportunity Employer.
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