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Company: Stifel
Location: Boston, MA
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.



What We're Looking For

  • Search, understand, and distill complex scientific, clinical, and commercial information into concise commentary for institutional investors.
  • Develop written product with modest direction from the senior analyst.
  • Conduct KOL interviews and develop surveys for data diligence and to understand future projections.
  • Continue to build industry knowledge from early-stage to commercialization.
  • Function well under pressure and meet ad-hoc project demands of the senior level Research Analysts.
  • Analyze information quickly obtained from various sources management and Identify materiality to investment thesis.
  • Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
  • Building and updating data comp sheets.
  • Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
  • Must be able to clearly articulate the Analyst's investment thesis and outlook for each of the stocks under coverage.
  • Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 10%. 


What You'll Bring

  • Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
  • Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
  • Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.


Education & Experience

  • Minimum Required: Bachelor's degree
  • Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level


Licenses & Credentials

  • Minimum Required: None


Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook


About Stifel

The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.

 

Stifel is a top 10 provider of U.S. equity coverage in:

 

  • Aerospace & Defense
  • Consumer & Retail
  • Diversified Industrials
  • Internet & Media
  • Healthcare
  • Real Estate
  • Technology
  • Transportation
  • Business Services
  • Energy & Power
  • Materials


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