
Senior Financial Research Specialist
2 weeks ago
Role Overview
We are seeking a detail-oriented Equity Research Analyst to join our team. This role provides hands-on experience in equity research and financial analysis.
Key Responsibilities:
- Perform fundamental analysis of companies to assess investment potential.
- Develop and maintain financial models to project company performance and valuations.
- Analyze stocks, monitor market trends, and provide insights for investment strategies.
- Write concise research reports, create presentations, and summarize findings for internal use.
- Prepare clear and accurate documentation to support research and investment processes.
- Use advanced Excel for data analysis, modeling, and reporting.
- Assist in tracking portfolio performance and preparing updates.
- Support the team with ad-hoc research tasks and projects.
Required Skills and Qualifications:
- Actively pursuing CFA Level I/II/III and recently completed a Bachelor's/Master's degree in Finance, Economics, Business Administration, or a related field.
- Solid understanding of financial modeling and valuation techniques (e.g., DCF, comparables).
- Knowledge of fundamental analysis and ability to interpret financial statements.
- Ability to analyze stocks, draft research reports, and prepare professional presentations.
- Strong documentation skills with attention to detail.
- Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP) and familiarity with MS PowerPoint and Word.
- Basic understanding of capital markets and investment concepts.
- Strong analytical skills and eagerness to learn about equity research.
- Good written and verbal communication skills.
- Ability to work independently and collaboratively in a team.
What We Offer:
- Practical experience in equity research and financial analysis.
- Guidance from experienced professionals to develop your skills.
- Exposure to investment processes and decision-making.
- A supportive team environment.
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