Job Summary: 

• Building, owning, and maintaining detailed 3-statement financial models and various databases in Excel.
• Performing company valuation exercises including discounted cash flow analysis and creating industry-specific comp sheets.
• Conducting proprietary research evaluating the competitive landscape
• Analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders.
• Conducting in-depth industry projects and reports, diving into specific trends and topics related to the Real Estate Finance & Financial Technology industry.
• Writing research reports for initiations of coverage, analysis of data, and industry/company news.
• Conceiving and executing on differentiated project ideas.
• Interfacing with company management teams, internal sales and trading personnel, and institutional investors to convey investment theses and ideas.

Skills on Resume: 

• Financial Modeling (Hard skills)
• Company Valuation (Hard skills)
• Research and Analysis (Hard skills)
• Industry Knowledge (Hard skills)
• Report Writing (Hard skills)
• Project Execution (Soft skills)
• Communication (Soft skills)
• Relationship Building (Soft skills)

Job Summary: 

• Construct and maintain, accurate, detailed company financial earnings models
• Conduct valuation analysis on stocks in the exchanges, rating agencies & business services products industry
• Analyze industry data to describe current and long-term trends
• Create exhibits and reports for broad dissemination
• Communicate investment recommendations and ideas to hedge fund and mutual fund investors
• Developing investment ideas on health care stocks listing in the Pacific Region
• Providing detailed analysis and assessment of company fundamentals and industry trends
• Working closely with PMs and investment analysts

Skills on Resume: 

• Financial Modeling (Hard skills)
• Valuation Analysis (Hard skills)
• Industry Data Analysis (Hard skills)
• Report Creation (Hard skills)
• Communication (Soft skills)
• Investment Research (Hard skills)
• Analytical Thinking (Soft skills)
• Team Collaboration (Soft skills)

Job Summary: 

• Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.
• Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision-making processes.
• Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.
• Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.
• Answering inquiries from firm personnel regarding individual securities or industry groups. 
• Prepares studies and other data for a firm publication issued to the general public.
• Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
• Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
• Maintaining company databases using spreadsheet and database software.

Skills on Resume: 

• Data Collection (Hard skills)
• Data Analysis (Hard skills)
• Financial Modeling (Hard skills)
• Report Writing (Hard skills)
• Communication (Soft skills)
• Research (Hard skills)
• Presentation Skills (Soft skills)
• Database Management (Hard skills)

Job Summary: 

• Analyze individual biotech companies across several disease areas
• Create and maintain financial models
• Perform financial analysis and due diligence
• Write company-specific and thematic investment-driven research reports
• Conduct research from the primary literature, proprietary databases, and tailored industry surveys
• Attend scientific meetings and investor conferences
• Analyze and update investment theses in response to material events
• Respond to requests for information from institutional sales force
• Build and maintain detailed financial models for publicly traded companies
• Prepare/update equity models including DCF valuation, peer analysis, relative value analysis and key operating and financial metrics
• Prepare written research reports varying in scope and size from quick earnings briefs to thematic reports on a range of topics for large institutional clients
• Review business and trade publications, annual reports, financial filings and other sources in order to gather, synthesize and interpret data on companies followed by the Senior Analyst

Skills on Resume: 

• Biotech Company Analysis (Hard skills)
• Financial Modeling (Hard skills)
• Financial Analysis (Hard skills)
• Due Diligence (Hard skills)
• Report Writing (Hard skills)
• Research (Hard skills)
• Communication (Soft skills)
• Event Participation (Soft skills)

Job Summary: 

• Assist the Senior Analyst in preparing and maintaining detailed investment reports, financial models and valuation metrics.
• Analyze earnings reports, conference calls, transcripts, market data, and industry publications.
• Develop a deep understanding of companies' under coverage and industry trends.
• Participate in calls and meetings with investors, company management and the sales team.
• Assist with special projects and administrative tasks 
• Develop relationships with institutional clients, sales, and trading as well as interact with senior management of companies in the industry
• Perform both top-down and bottom-up analysis on companies across TMT and Healthcare
• Regularly track the performance of the stocks in the coverage.
• Construct a financial model at a fundamental level from the ground up
• Maintain the stock portfolio and contribute ideas and recommendation
• Devise trade ideas and assist trade execution in alignment with internal rules and regulations

Skills on Resume: 

• Investment Report Preparation (Hard skills)
• Financial Modeling (Hard skills)
• Earnings Analysis (Hard skills)
• Industry Knowledge (Hard skills)
• Client Relationship Management (Soft skills)
• Communication (Soft skills)
• Analytical Thinking (Hard skills)
• Portfolio Management (Hard skills)

Job Summary: 

• Analysis of public company financial data, news and other information to identify opportunities and risks related to companies or industries
• Provide Buy/Sell/Hold recommendations to be used by clients and end-users around the world
• Publish key product offerings including Stock Reports, Research Notes, Sub-Industry Outlooks, Industry Surveys, and Trends & Ideas pieces that are distributed daily to enterprise clients
• Collaborate with other members of the ERS sector team, as well as the broader Equity and Fund Research business and CFRA at large
• Support the Oil & Gas team in meeting its goals,
• Support the lead analyst in the provision of strong fundamental research through maintenance & development of multiple excel-based models allowing to service institutional investors with sufficient intensity to drive vote capture and support the interface with the Investment Bank and Corporate Broking.
• Contribute written work to the Oil & Gas team thematic and stock-specific research
• Assist the team in meeting client marketing and corporate access requirements

Skills on Resume: 

• Financial Data Analysis (Hard skills)
• Stock Recommendations (Hard skills)
• Report Writing (Hard skills)
• Collaboration (Soft skills)
• Research (Hard skills)
• Client Relationship Management (Soft skills)
• Excel Modeling (Hard skills)
• Marketing Support (Soft skills)

Job Summary: 

• Build and maintain 3 statement financial models
• Utilize primary and secondary research to build/maintain biopharma market assessment models
• Work with senior analysts to conduct company-specific and industry-wide research
• Utilize financial market data (Bloomberg, factset) to build comp sheets
• Work with senior analyst and senior associates to learn clinical trial analysis
• Supporting senior management in both managing and conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial estimates and stock recommendations forthe  institutional investor client base. 
• Assisting in communicating research findings to both internal stakeholders and the external client base via consistent dialogue and live meetings.
• Creating, updating, and maintaining financial models
• Writing company and industry notes and reports including regular earnings notes, and conducting fundamental research on key sector and company issues

Skills on Resume: 

• Financial Modeling (Hard skills)
• Market Research (Hard skills)
• Data Analysis (Hard skills)
• Clinical Trial Analysis (Hard skills)
• Report Writing (Hard skills)
• Communication (Soft skills)
• Collaboration (Soft skills)
• Stock Recommendations (Hard skills)