Equity Research Associate

Equity Research Associate

Evalueserve is a global professional services provider offering research, analytics, and data management services. We’re powered by mind+machine – a unique combination of human expertise and best-in-class technologies that use smart algorithms to simplify key tasks. This approach enables us to design and manage processes that can generate and harness insights on a large scale, significantly cutting costs and timescales and helping businesses that partner with us to overtake the competition.

We work with clients across a wide range of industries and business functions, helping them to make better decisions faster; reach new levels of efficiency and effectiveness; and see a tangible impact on their top and bottom line.

Position at a glance

Department - Financial Services

Duration - Permanent

Location - New York, NY (temporary remote due to the COVID-19 pandemic)

Evalueserve is a global leader in providing financial research support to leading investment banks and buy-side firms. Currently, Evalueserve works with 9 of the top 10 investment banks and several hedge funds and buy-side firms. Over 500 associates globally provide credit and equity research support to these clients.

The Equity Research Associate will provide on-site research support to our global investment bank client located in New York, NY. The associate will be an extension of the client’s team and will be responsible for creating/maintaining detailed financial models, writing company notes and reports, performing competitive analysis of the sector, tracking industry news, analyzing macro-economic parameters, and other performing other maintenance activities like quarterly earnings updates, database management, etc. 

Responsibilities:

• Building/maintaining financial models to support new and existing stock coverage with support and direction from the existing team
• Helping maintain industry data-sets & forecasts
• Be-spoke industry project work
• Detailed financial modeling – historical and forecasts
• Company valuation involving approaches such as DCF, DDM, Trading and transaction multiples, EVA, etc.
• Report-writing including company profiles, earning notes, quarterly updates, initiating coverage reports, sector reports, newsletters technology primers, Theme-based reports etc.
• Real-time earnings support
• Handling ad-hoc research requests as per client requirements
• Collecting relevant financial data using websites and other secondary sources such as Bloomberg, Reuters and other databases

Requirements:

• Equity Research experience – 2 to 5 years tracking (or interest in tracking) the following sectors:
  • Bio Tech
  • Life Science
  • Gaming/Leisure
  • Alternative Energy/Renewables
  • Insurance

• Competent in financial analysis, fundamental ratio analysis.
• An eye towards detail and accuracy, cross checking work for reasonableness and accuracy
• Ability to work independently on projects within the guidance of senior analysts
• Results & output oriented
• Ability to communicate with logical, fact-based English writing
• Intellectually curious and confident.  Willing to speak-up if something seems “wrong”, willingness to suggest ideas/brainstorm process and research improvements.
• CFA preferred, open to range of experience.

Preferred Requirements:

• Strong Excel, Word, PowerPoint, VBA Skills
• Capital markets experience
• Strong skills in financial analysis and report writing
• CPA or CFA certification or interest in being certified
• Knowledge of database tools – Bloomberg, Reuters and other financial data systems

Compensation & Benefits:

• Competitive compensation
• Leading edge global work environment
• Complete benefits package
• Professional Development Assistance

Evalueserve is committed to providing equal opportunities (EEO) globally, eliminating discrimination and promoting good relations among employees, regardless of age, disability, race, ethnicity or origin, religion or belief, sex, gender assignment, gender identity, sexual orientation, marital or civil partnership status. Evalueserve is an inclusive employer and is proud of its diverse workforce.