As an Associate, you will be supporting our public company financial model library by updating, building, and improving three-statement financial models, and developing knowledge and expertise to support our product evolution. You will be a part of a high-performing team, and have an immediate impact on our business by contributing to our product roadmap, and dazzling our customers.

What You’ll Do:

Update three-statement financial models for publicly traded companies’ earnings reports
Build and support the review of detailed three-statement financial models for publicly traded companies.
Contribute to sub-sector-specific and/or coverage wide model improvements.
Develop sector expertise to support the development of modeling standards, dashboards for comparative analysis, and new model features.
Document modeling best practices.
Support Analysts in providing exceptional client service to all users.
Conduct other ad-hoc general research and other company due diligence.
Participate in training new members of the Research Team.

Who You Are:

You bring 2+ years of experience in equity research or an adjacent discipline with a proven ability to build and improve three-statement financial models independently.
You demonstrate initiative, sector expertise, and might be planning to pursue a CFA.
You’re comfortable under pressure, excel in client service, and contribute proactively to process and product improvements.

Minimum Qualifications:

2+ years of experience in equity research, financial modeling, or accounting
Strong financial modeling skills and sector understanding
Progress towards CFA, CPA or MBA is preferred
Strong Microsoft Excel skills.
Demonstrated ability to manage deadlines and deliver accurate outputs
Leadership traits and/or experience training or mentoring peers
Proven ability to support client service and contribute to team strategy