Title: Equity Research Associate
Location: New York CityAbout the Business:KeyBanc Capital Markets (KBCM), one of the nation’s leading providers of investment research, combines deep domain expertise with an interconnected research approach to identify dynamic companies capitalizing on opportunities in changing industries. By bringing multiple points of view to a company, industry and thematic shift, clients benefit through early identification, deeper insights and better investment decisions. Additionally, we go beyond traditional fundamental equity research, and augment our differentiated channel checks and industry contacts with deep quantitative analysis.Today, we cover more than 600 individual companies across industries including:Consumer & Retail | Healthcare | Industrial & Basic Materials | Oil & Gas | Real Estate | Utilities, Power & Renewables | TechnologyAbout the Job:This individual will work closely with the senior research professionals to assist in preparing and executing analyses of a given list of companies.Essential Job Functions:
Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.
Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.
Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.
Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.
Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.
Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
Maintaining company databases using spreadsheet and database software.
Qualified candidates will possess a bachelor’s degree (preferred focus in business, accounting or finance)
Completed no less than 3 senior level accounting and/or financial analysis courses.
One year of experience in an analytical or financial role
Corporate financial modeling experience
Strong oral and written communication skills, research skills, and the ability to organize, analyze, and interpret data, as well as proficiency with Microsoft Excel and Access also required.
Clear interest in financial markets
Ability to synthesize data and articulate findings through excellent presentation skills.