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Equity Research Associate - Canary Wharf

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Skill Farm

11d ago

  • Job
    Full-time
    Mid Level
  • Research & Development
    Banking & Finance
  • London

AI generated summary

  • You need equity research experience, an MBA or grad degree, accounting/modeling skills, support for analysts, strong writing, and attention to detail. ACA/CFA is a plus.
  • You will conduct research, model company data, assist with investor meetings, and handle client inquiries while ensuring compliance with laws and regulations.

Requirements

  • Relevant experience in Equity Research - Buy /Sell side
  • MBA or graduate degree, ACA and/or CFA advantageous
  • Good knowledge of accounting and modelling
  • Experience in supporting senior research analysts
  • Excellent inter-personal and writing skills
  • Attention to detail

Responsibilities

  • The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)
  • Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets
  • Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products
  • Communication: Assist with client inquires and requests (internal and external)
  • Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations.

FAQs

What responsibilities will I have as an Equity Research Associate?

As an Equity Research Associate, you will be responsible for producing regular written research, hosting investor meetings, holding conference calls, updating existing company models, assisting with earnings publications, and coordinating events such as investor meetings and conference calls.

What qualifications are required for this role?

The ideal candidate should have relevant experience in Equity Research (buy/sell side), an MBA or graduate degree, and qualifications such as ACA and/or CFA are advantageous.

What technical skills are required for this position?

Candidates should have a good knowledge of accounting and financial modeling, as well as experience in supporting senior research analysts.

Are inter-personal skills important for this role?

Yes, excellent inter-personal and writing skills are essential for effectively communicating with clients and team members.

Is attention to detail important for the Equity Research Associate role?

Absolutely, attention to detail is crucial as you will be working on financial models, research reports, and communication materials that require precision.

Will I have any client-facing responsibilities?

Yes, you will assist with client inquiries and requests, which includes both internal and external communication.

What is the work environment like for this position?

The work environment is likely to be collaborative and dynamic, involving interaction with company management teams, industry consultants, and clients.

Is compliance an important aspect of this job?

Yes, it is important to appropriately assess risk and ensure compliance with applicable laws, rules, and regulations to safeguard Citigroup, its clients, and assets.

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Human Resources
Industry
1-10
Employees
2023
Founded Year

Mission & Purpose

Skillfarm is a professional development platform that focuses on building and enhancing skills in areas such as leadership, communication, and problem-solving. Their ultimate mission is to empower individuals and teams to achieve their full potential through targeted skill-building programs. The purpose of Skillfarm is to bridge the gap between existing skills and the demands of the modern workplace, enabling users to thrive in their careers by offering practical, real-world training solutions.