Advanced medical, scientific, biotech, or biomedical degree required; strong written and verbal communication skills; science background required. Prior equity research experience is not required.
Piper SandlerNYSE: PIPR: Publicly traded investment bank serving corporations, private equity groups, public entities, nonprofits, and institutional investors.
1+ YOEMaster's or Ph.D. in science, relevant life sciences or biotech equity research experience, biological sciences background, strong quantitative and communication skills, and SIE, Series 86, and Series 87 credentials.
JefferiesNYSE: JEF: Global investment banking and capital markets firm.
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.
Mizuho Securities: Japanese investment bank providing securities, investment-banking, and financial-instrument services to individuals and institutions.
2+ YOEMinimum 2 years of equity research in TMT or prior investment banking;Series 7, 63, 86, 87 licenses and/or CFA Level 1 preferred; strong financial modeling and communication skills.
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
2+ YOERequires FINRA Series 86 and 87, 2–3 years of equity research or investment banking experience, advanced Excel, financial modeling, forecasting, valuation, communication, and organizational skills.
Equity Research Associate, Technology & Communications
New York City, New York, United States
$121k-$182k/yrHybridFull Time
Citigroup Global Markets Inc.: Private securities broker-dealer and investment adviser serving corporate, institutional, government, and retail clients through global markets.
1+ YOERequires 1–5 years in equity research or related finance, financial modeling and valuation experience, a bachelor's degree in a relevant field, and eligibility for SIE, Series 63, 86, and 87 licenses.
Equity Research Associate, Transportation & Shipping
New York City, New York, United States
$121k-$182k/yrHybridFull Time
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
5+ YOERequires 5–8 years in sell-side equity or investment research, a bachelor's degree in finance or related field, financial modeling and valuation expertise, and SIE, Series 63, 86, and 87 licensing or eligibility.
Wedbush Securities: Privately held U.S. financial-services firm providing brokerage, clearing, wealth management, and investment banking to private and institutional clients.
1+ YOEBachelor's degree required; 1+ year of equity research experience, accounting and valuation expertise, strong communication, critical thinking, AI tool proficiency, and ability to manage competing deadlines.
Equity Research Associate - Softlines/Apparel/Footwear
New York City, New York, United States
$150k-$200k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and banking solutions.
3+ YOERequires 3+ years in equity research, investment banking, capital markets, or retail; advanced Excel financial modeling, PowerPoint, professional writing, analytical, communication, and deadline-management skills.
Associate/ VP: Equity Research - Aerospace and Defense Electronics
New York City, New York, United States
$130k-$225k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
3+ YOEBachelor's degree or equivalent experience and 3–5 years in investment banking or equity/credit research. Requires financial modeling, valuation, writing, spreadsheet, industry research, and communication skills.
Equity Research Associate – U.S. Real Estate/REITs
New York City, New York, United States
$110k-$140k/yrOnsiteFull Time
BMO Capital MarketsNYSE: BMO: Capital Markets is a leading, full-service North American financial services provider offering corporate, institutional, and government clients access to a complete range of investment and corporate banking products and services.
1+ YOEBachelor's degree required; 1–2 years of equity research or real estate finance experience preferred. Requires strong accounting, finance, writing, communication, Excel, Word, PowerPoint, Bloomberg or FactSet skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bloomberg, FactSet, AI
Equity Research, Associate, Energy & Infrastructure
New York City, New York, United States
$130k-$150k/yrOnsiteFull Time
BTIGNYSE: USB: Global financial services firm providing institutional trading, investment banking, and research services.
1+ YOEPreferred 1–4 years in investment banking or equity research. Requires financial modeling, critical thinking, sector interest, strong communication, attention to detail, and U.S. work authorization; securities licenses preferred.
Global Investment Research, Equity Research, Life Insurance Associate
New York, New York, United States
$150k-$225k/yrOnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
2+ YOEAdvanced Microsoft Excel and market-data tool proficiency, strong accounting/corporate finance skills, outstanding communication, 2+ years relevant experience preferred in equity research or related fields.
2+ YOERequires 2+ years of securities research experience or equivalent; financial statement analysis, capital markets accounting, communication, and collaboration skills. BS/BA, sector experience, and Bloomberg or FactSet knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Bloomberg, FactSet
Wolfe Research: Independent sell-side equity research firm serving institutional investors with fundamental, quantitative, macro, and capital-markets research.
0+ YOEBachelor's degree in Finance, Accounting, Math, or Statistics preferred; 0–1 year relevant experience preferred; advanced financial modeling, communication, Excel, and research skills; Series 7, 63, 86, and 87 preferred.
Microsoft Excel, Microsoft Access, Bloomberg, FactSet, PowerPoint
Roth Capital Partners: Privately held, employee-owned investment bank serving growth companies and their investors.
Bachelor's degree in physical or life sciences; strong analytical, writing, communication, and financial modeling skills; proficiency with Microsoft Office, Excel, PowerPoint, AI, and internet search tools.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, AI, Internet search tools
KeyBanc Capital Markets Inc.: U.S. broker-dealer and investment bank serving institutional and middle-market clients with underwriting, trading, and M&A advice.
4+ YOEBachelor's degree in business, accounting, finance, or related field, or three senior-level accounting/financial analysis courses; 4+ years analytical or financial experience; corporate financial modeling experience required.
Bloomberg, CapIQ, Microsoft Excel, Microsoft Access
BofA Securities: Investment bank and broker-dealer providing advisory, underwriting and trading services to corporations, governments and institutional investors.
1+ YOEBachelor's degree, minimum 1 year experience in equity research/buy-side/IB or related analytics, strong financial modeling, writing, Excel and Word skills, attention to detail, market and industry knowledge.
Jennison Associates: Prudential-owned global investment manager serving institutional clients through active equity and fixed-income strategies.
1+ YOERequires 1–3 years as an analyst or associate, financial modeling and analysis expertise, Bloomberg, Excel and PowerPoint proficiency, growth equity knowledge, AI and data-driven research experience, and strong communication skills.
Bloomberg, Microsoft Excel, Microsoft PowerPoint, Claude, ChatGPT