About the Role
The analyst will become part of CFRA’s growing global fundamental equity research team, which produces independent equity research analysis on companies and industries.
The CFRA fundamental research team is structured by sector. The fundamental sector teams meet regularly with their CFRA counterparts on the forensic accounting, policy/legal, and technical research teams to collaborate on research and share insights.
The CFRA fundamental research team also has access to several internal and proprietary analytical tools, including fundamental dashboards with all key fundamental metrics, standardized DCF models, forensic accounting diagnostic reports, and technical signals, for example.
CFRA research analysts conduct and publish fundamental equity research on publicly traded companies for our global client base, including institutional investors, wealth advisors, insurance companies, regulators, and professional service firms.
The analyst will conduct qualitative and quantitative research on valuation, financial performance, competitive industry positioning, quality of earnings, free cash flow expectations, and more. As such, the analyst will work closely with their sector team to produce equity research reports, stock rating recommendations, sector and industry outlooks, and in-depth thematic equity research, while building and maintaining valuation models (DCF).
Key Responsibilities
- Collaboration with the equity research team to produce and publish analysis on companies and industries.
- Provide Buy/Sell/Hold recommendations on a defined coverage universe.
- Publish stock reports, research notes, in-depth actionable thematic research, and industry research.
- Build and maintain valuation models and comparable company analysis to determine whether a company’s stock is overvalued or undervalued.
- Participate in external and internal webinars and live presentations.
Skills Knowledge and Expertise
- Experience and a passion for investing and financial markets.
- High intellectual curiosity and desire to continuously learn.
- Accomplished academic career.
- Equity research experience.
- Strong equity valuation analysis skills.
- Excellent communication skills, both written and verbal.
- Ability to meet deadlines and work both collaboratively and independently.
- Strong work ethic, attention to detail, and personal integrity.
- Interpersonal communication skills.
- Experience in a collaborative, team-based, results-oriented environment.
Education/experience requirements
- Bachelor's Degree.
- CFA, CFA candidacy, MBA a plus.
- At least 2 years of equity research or comparable experience.
Benefits
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Tags
accounting
research
insurance
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