Experienced Equity Research Associate (Tech Group)

TL;DR

Equity Research Associate (Finance): Providing differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients with an accent on financial modeling and sector expertise. Focus on creating complex financial models, researching market trends, and formulating securities recommendations.

Location: Must be based in Portland, OR

Salary: $70,000 - $80,000 per year

Company

A firm delivering quality financial solutions, nationally recognized research, and capital market investment banking expertise to individual and institutional investors.

What you will do

• Partner with Analysts to provide differentiated analysis and value-added insights on publicly traded companies.
• Research market and industry trends to become a subject matter expert in the assigned sector.
• Create, maintain, and update detailed financial models, including data tables and illustrative graphs.
• Formulate and issue opinions and recommendations on securities for dissemination to firm clients.
• Collaborate and discuss research findings with Sales & Trading associates and institutional clients.

Requirements

• 6 months to 2 years of experience in Equity Research or a similar financial role.
• Bachelor’s Degree with a minimum 3.5 GPA.
• Strong background in accounting and finance.
• Working knowledge of MS Office, specifically Word, Excel, and PowerPoint.
• Must currently hold or be open to obtaining SIE, Series 63, Series 86, and Series 87 licenses.
• Location: Must be based in Portland, OR.

Culture & Benefits

• Opportunity to work in small teams with a high level of responsibility.
• Eligibility to participate in variable compensation programs.
• Commitment to a diverse, inclusive environment that supports employee development.
• Direct path to becoming highly skilled in proprietary research techniques and financial modeling.