2027 Spring Associate – Equity Research – Remote

Overview

This temporary Equity Research seasonal associate role follows established procedures to perform tasks and receives general guidance and direction. Some judgment is required to adapt procedures, processes, and techniques to more complex assignments. Under general supervision, associates use skills gained through training, education, and experience to support specific projects within an assigned functional area.

Responsibilities

• Assist with company, industry, and market research projects to support investment recommendations.
• Analyze financial statements and metrics to develop a fundamental understanding of publicly traded companies.
• Support the development of financial models used for forecasting, valuation analysis, and investment research.
• Conduct research on market trends, industry developments, and economic events.
• Collaborate with others to prepare reports, presentations, and other research materials.
• Apply accounting, finance, and equity valuation concepts to evaluate investment opportunities and communicate findings effectively.
• Perform other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

• Knowledge of:
  • Fundamentals of accounting, finance, and equity valuation methodologies
  • Financial statement analysis and interpretation
  • Financial markets, equity securities, and key market drivers
  • Basic concepts, practices, and procedures of a professional office environment and the Equity Research function
• Skill in:
  • Microsoft Office applications, particularly Excel, Word, and PowerPoint
  • Research, data gathering, and analytical problem solving
  • Written and verbal communication, including the ability to summarize information clearly and effectively
• Ability to:
  • Analyze financial statements, identify trends, and explain key variances
  • Conduct company, industry, and market research using available data sources and online research tools
  • Prepare concise summaries of conference calls, research findings, and market developments
  • Create charts, graphs, and presentation materials to support research reports and recommendations
  • Manage multiple assignments, prioritize tasks, and meet deadlines in a fast-paced environment
  • Work independently while collaborating effectively with analysts, associates, and team members
  • Build and maintain professional working relationships with strong attention to detail and a high level of professionalism

Education / Previous Experience Requirements

• Senior standing (May 2027 graduates) pursuing a bachelor’s or master’s degree in finance, accounting, Economics, data analytics or related field with a 3.5 cumulative GPA or higher.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Licenses / Certifications

• None required.

Preferred Qualifications

• General Experience: 4 to 6 months.

Compensation & Benefits

• Salary Range: $33,280.00–$60,840.00
• Total compensation may include base salary or wages, and may include additional components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• Benefits may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility and specific offerings may vary based on position and employment status.

Location & Schedule

• Location: Remote position
• Travel: No travel required
• Work Schedule: Monday through Friday, minimum of 30 hours per week
• Start Date: January 18, 2027

Equal Opportunity

The employer is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.