Associate Equity Analyst | North Shore Boston, Massachusetts

Reference Number: DW6801
Location: North Shore Boston, Massachusetts

Judson Group has been retained by a respected RIA in the search for an Associate Equity Analyst. The ideal candidate will have general equity analysis experience and specialized expertise in financials would be highly valued.

Responsibilities:

  • Responsible for analysis of financial statements, review of outside research, and interaction with various companies and industry contacts.
  • Develop and maintain a recommended list within assigned sectors and actively make recommendations for the equity portfolios.
  • Collaboratively work with the Chief Investment Officer and research team.
  • Research new investment ideas and methodologies for equity portfolio consideration.
  • Educate and influence others through written and oral presentations on assigned coverage area.

Requirements:

  • 1+ years equity research experience required.
  • BA/BS preferably in Finance or a related field; CFA/MBA a plus.
  • Strong writing skills and extensive Excel skills are required.
  • Ability to develop and refine complex financial models, analytical processes and methodologies.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Commensurate with experience.

Location:
North Shore Boston, Massachusetts

Reference Number: DW6801

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