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Executive AssistantEquity Research Associate – Energy

  • Job
    Junior Level
  • Consulting
  • £80K - £1500K
  • New York City

AI generated summary

  • You must excel in administrative tasks, calendar management, travel arrangements, document preparation, CRM database maintenance, event coordination, phone management, and office organization. Display discretion, professionalism, and adaptability in a fast-paced environment.
  • You will conduct industry research, create financial models, write reports, and present investment recommendations. Attend company visits, trade shows, and conferences. Collaborate with senior analyst and market research to sales force and investors.


  • Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams
  • Arrange domestic and international travel itineraries and agendas
  • Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets
  • Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts
  • Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast
  • Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up
  • Maintain discretion in dealing with confidential information and sensitive materials
  • Ownership of coordinating internal and external meetings, dinners, and events, both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities
  • Ability to perform diplomatically while managing competing priorities and varying banker expectations
  • Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues
  • Assist with the on-boarding of new banking team members
  • Develop excellent relationships with the external clients and internal partners throughout the company
  • Maintaining office supplies and inventory
  • Welcoming and directing visitors
  • Coordinating office events and meetings
  • Performing general clerical duties, such as photocopying, faxing, and filing
  • Assume other related responsibilities as required or requested


  • Work in partnership with the senior analyst to conduct extensive company and industry research.
  • Create financial models and valuation analyses.
  • Write company reports, industry reports and investment recommendations.
  • Meet with company management teams and interview company customers, suppliers and competitors.
  • Make company visits and attend trade shows and industry conferences.
  • As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors, venture capitalists and private and public companies.


What are the main responsibilities of an Equity Research Associate on the Energy team at Piper Sandler?

The main responsibilities include conducting company and industry research, creating financial models and valuation analyses, writing reports and investment recommendations, meeting with company management teams, and marketing research to institutional investors.

What qualifications are required for the Equity Research Associate position?

Qualifications include a strong interest in the stock market, demonstrated achievement in professional, academic, and personal areas, exceptional interpersonal and written communication skills, quantitative and organizational skills, and a competitive spirit. A bachelor's degree in Accounting or Finance, strong modeling experience, and SIE, Series 86, and 87 certifications are also required.

How much experience is required for the Equity Research Associate position?

The position requires less than 2 years of experience in finance and/or energy.

What certifications are necessary for the Equity Research Associate position?

SIE, Series 86, and 87 certifications are required, or the willingness to obtain them within 90 days of starting the position.

Piper Sandler (NYSE: PIPR) is a leading investment bank.

Founded Year

Mission & Purpose

Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 60 offices across the U.S. and in London, Aberdeen and Hong Kong. We offer a full suite of products to serve our clients’ business life cycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors.