Posted 3mo ago

Equity Research Associate

@ StoneX Group
New York, New York, United States
$110k-$130k/yrOnsiteFull Time
Responsibilities:supporting analyst, maintaining contacts, building coverage
Requirements Summary:Undergraduate degree in economics, finance, or accounting; experience in finance/investment business; CFA and/or MBA a plus; FINRA licenses (7,63,86,87) desired; strong Excel/PowerPoint skills; able to work under heavy workload and tight deadlines.
Technical Tools Mentioned:Microsoft Excel, PowerPoint
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Job Description
Overview:

Connecting clients to markets – and talent to opportunity

 

We have acquired The Benchmark Company, LLC—a full-service investment banking firm with equity research and deep market and industry expertise. 

 

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

 

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth.

 

The Benchmark Company, a boutique research, sales & trading, and investment banking firm, is looking to add an Equity Research Associate to its research team. Primary responsibilities will include supporting a Senior  Analyst in covering a broad range of sector-specific stocks; building out and maintaining complex financial models; drafting written research reports; participating in corporate access events; and preparing marketing materials. The ideal candidate will have a background in finance and/or economics with experience in the investment business. The candidate must be able to handle heavy workloads on a compressed timetable, particularly during earnings season, in an organized and efficient manner. The candidate must possess strong writing skills and a firm understanding of investment terminology.



Responsibilities:
  • Supporting the Senior Analyst in covering a number of high-profile stocks
  • Maintaining contact with Benchmark’s sales and trading platform, global institutional clients and senior company executives with the common goal of developing all aspects of Benchmark’s business
  • Building out lead coverage and obtaining market leading client recognition in a number of stocks
  • Interacting with public company executives at corporate access events
  • Providing investment insight and impacting the investment research process


Qualifications:
  • Received undergraduate degree in economics, finance or accounting required; CFA and/or MBA a plus
  • Relevant experience in the finance industry, specifically investment business
  • Willing to obtain FINRA Series 7, 63, 86 & 87 Licenses
  • Knowledge of Microsoft Excel and PowerPoint is required
  • Experience creating financial models is strongly preferred but not mandatory
  • Experience with report design and statistical analysis in a business or corporate environment
  • Ability to execute projects in an independent and/or team environment
  • Strong verbal communication skills and attention to detail are mandatory

 

 


Hiring Salary Range $110,000 - $130,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.)   Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.

 

Permanent, full-time, #LI-SD1