177 equity research associate jobs at 71 companies in United States
1w
Save
Mark Applied
Hide
1w
Equity Research Associate - Consumer
New York, New York, United States
OnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOE2+ years in equity research or investment banking, advanced Microsoft Excel, strong written/verbal communication, attention to detail, familiarity with financial modeling; Python and CFA progress preferred.
Mizuho Financial GroupTokyo Stock Exchange: 8411: Global financial group providing banking and investment services.
2+ YOE2+ years equity research or banking experience preferred; strong financial modeling and DCF valuation skills; ability to write research reports, source data, and communicate effectively. Series licenses and CFA Level 1 preferred.
JefferiesNYSE: JEF: Global investment banking and capital markets services provider.
1+ YOE1+ years equity research experience; strong financial modeling, Excel, Python and AI workflow skills; extensive writing/editing of research; publishing analyst licenses; strong communication and analytical skills.
Piper SandlerNYSE: PIPR: Provides investment banking and institutional brokerage services.
1+ YOEPh.D. or master’s in cancer biology/oncology, 1+ years equity research or investment banking experience, SIE/Series 86 & 87 (or willingness to obtain), strong quantitative and communication skills.
US Equity Research - Security Software - Associate
New York City, New York, United States
$150k-$200k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEFINRA Series 86 and 87 required, 2+ years equity research or investment banking experience, advanced Excel, modelling, forecasting and valuation skills; CFA and coding (VBA, Python) preferred.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
3+ YOEBachelor's degree required, 3 years equity research experience, strong financial modeling and communication skills, Series 7/63/86/87 required, proficiency with BlueMatrix, EM Excel and PowerPoint.
Capital Group: Providing active investment management and research-driven financial strategies
2+ YOE2+ years related experience, bachelor’s in finance/economics/STEM, strong financial modeling and fundamental research skills, effective communication, and willingness to travel occasionally.
BTIG: Provides global institutional trading and investment banking services.
2+ YOE2+ years investment banking or equity research experience preferred; financial modeling, primary research, strong written/verbal communication; demonstrated interest in software sector; Series SIE/63/86/87 preferred.
Johnson Investment Counsel: Provides comprehensive wealth management and investment advisory services.
0+ YOE0-3 years investment research or related experience; four-year degree preferred; commitment to CFA; proficient in Microsoft Office; strong analytical, written and oral communication, and organizational skills.
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
Strong written/verbal communication, initiative, organization, teamwork, attention to detail, analytical and research skills, capital markets knowledge, financial modeling and valuation ability, advanced Excel; energy sector familiarity preferred.
Roth Capital Partners: Investment banking and research services for growth companies
2+ YOEBachelor's degree required, 2 years finance experience, proficiency in Microsoft Office (Excel/PowerPoint) and financial modeling, familiarity with Bloomberg and research databases, SIE/Series 86/87 preferred, CFA Level 1 preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Bloomberg
Equity Research Senior Associate, Fintech, Assistant Vice President
New York, New York, United States
$150k-$175k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years equity research/investment analysis experience (Fintech focus), strong accounting and financial modeling, clear written research, FINRA licenses (SIE, 63, 86, 87) or ability to obtain, bachelor’s in finance/economics.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
4+ YOEBA/BS required; 4+ years related experience; financial modeling; strong communication; CFA track preferred; licenses (SIE, Series 7, 63, 87, plus Series 86 or CFA waiver).
Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Due Diligence
Equity Research Senior Associate, Biotech, Assistant Vice President
New York, New York, United States
$150k-$175k/yrHybridFull Time
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5+ years equity research or investment analysis experience, strong accounting and financial modeling, excellent communication, ability to obtain FINRA licenses (SIE, Series 63, 86, 87), and a bachelor's degree in a relevant field.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEBachelor’s degree or equivalent, 1+ years experience in accounting/finance/research/banking/consulting, strong financial modeling and Excel skills, report writing, data analysis, and excellent communication.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
2+ YOEUndergraduate degree, 2+ years related experience, FINRA SIE and Series 63/86/87 (or willing to obtain), CFA preferred; experience in financial modeling, data analysis, and industry research.
Equity Research Associate – Semiconductors & Semiconductor Equipment
New York or New York
$110k-$140k/yrOnsiteFull Time
NewmarkNASDAQ: NMRK: Commercial real estate brokerage and property management services.
1+ YOEB.S. in finance/economics/engineering, 1+ year sell-side experience, strong financial modeling and analytical skills, equity research or investment banking experience preferred, CFA advantageous, excellent written/verbal communication.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
1+ YOEBachelor's in business/accounting/finance (or 3 senior-level accounting/financial courses),1+ years analytical/financial experience,corporate financial modeling,EMR not mentioned,proficiency with Excel and Access,and strong communication and research skills.
Bloomberg, CapIQ, Microsoft Excel, Microsoft Access
Bloomberg Intelligence - Media Equity Research Associate
New York City, New York, United States
$100k-$120k/yrOnsiteFull Time
Bloomberg: Delivers financial data, news, and software to global markets.
2+ YOEBachelor's degree (preferably finance), 2+ years financial market or industry research experience, advanced finance/accounting knowledge, quantitative analysis and financial modeling, advanced Microsoft Excel; strong writing and communication skills.
Microsoft Excel, Python, Microsoft Power BI, Tableau, Qlik Sense, Bloomberg Terminal