Equity Research Associate - Strategy

Key Responsibilities

• Build, maintain, and enhance financial models and databases that support ongoing and bespoke research needs.
• Support senior strategists in authoring high-quality research reports, thematic pieces, and marketing materials that clearly communicate investment views with actionable insights to internal and external stakeholders.
• Conduct quantitative and fundamental analysis of U.S. equity markets, sectors, styles, and factors.
• Assist in creating charts, exhibits, and statistical analyses used in published research.
• Monitor market developments, earnings trends, economic data releases, and investment flows.
• Collaborate effectively with cross-regional and cross-team stakeholders to produce high-quality, cross-discipline research reports.
• Collaborate with sales and trading to communicate investment views and market related themes.
• Leverage proprietary, third-party, and alternative datasets to identify trends and support differentiated investment recommendations.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field; advanced degree or CFA a plus.
• 1–3 years of experience in equity research, investment strategy, asset management, or a related analytical role.
• Strong attention to detail and ability to manage multiple projects simultaneously.
• Exceptional analytical and problem-solving skills.
• Exceptional written and verbal communication skills, with strong attention to detail.
• Passion for financial markets, investing, and macro-economic trends.
• Demonstrated ability to synthesize large amounts of information into clear and actionable investment conclusions.
• Advanced proficiency in Excel and PowerPoint.
• Experience working with large datasets and statistical analysis.
• Programming experience in Python, R, SQL, or similar analytical tools.
• Familiarity with financial data platforms such as FactSet, Bloomberg, Capital IQ, or similar resources is preferred.
• Experience with data visualization tools is a plus.
• FINRA licenses (Series 7, 63, 86, and 87) or ability to obtain them upon hire preferred.

Why Join Our Team?

Work alongside the U.S. Strategy team, contribute directly to published research, engage with institutional investors, and develop a deep understanding of market dynamics, quantitative analysis, and investment strategy in a highly collaborative environment.

Primary Location: Full Time

Salary Range: $100,000 - $120,000