Description
We are seeking a Research Associate to support investment research by partnering closely with a senior analyst. This role provides hands-on exposure to the investment research process and close collaboration with experienced investors.
Key Responsibilities
- Partner with a senior analyst to support fundamental investment research across assigned coverage
- Build, maintain, and update financial models, forecasts, and valuation analyses
- Collect, organize, and synthesize company, industry, and market data
- Prepare research materials, investment memos, and presentation content
- Track earnings, news flow, and key developments within coverage universe
- Support ongoing monitoring of existing holdings and watchlist names
- Contribute to process improvements, data organization, and research workflows
Qualifications
- Bachelor's degree in finance, economics, accounting, or a related field
- Minimum 1 year of experience in financial analysis or a related analytical role
- Strong financial modeling and accounting skills
- High attention to detail and ability to manage multiple priorities
- Intellectual curiosity and a collaborative mindset
- Clear written and verbal communication skills
What Makes This Role Unique
- A true research partner role with meaningful day-to-day impact
- Direct exposure to the investment research and decision-making process
- Close collaboration with an experienced analyst
- Opportunity to develop practical research, modeling, and investment analysis skills
- A clearly defined role that is distinct from the analyst career track
Growth & Development This role offers an opportunity to build a strong foundation in investment research through real responsibility and close mentorship. Success is measured by the quality, reliability, and insight of research support.
Benefits
- Collaborative research culture
- High standards with strong support
- Emphasis on thoughtful analysis and long-term investing
- Competitive compensation and benefits