Entry-Level Equity Research Associate: On-Site Training & FINRA Prep

Pomona College; Cleveland, Northern (OH, KY); On-site; USD 55,000 - 75,000; Full time

Job summary

Cleveland Research Company is seeking an Equity Research Associate to join one of our industry-focused teams in Cleveland, OH. The role involves building expertise in a sector, developing financial models, and collaborating with internal sales to support institutional clients.

In addition to core responsibilities, you will undergo a comprehensive training program, pursue FINRA certifications after initial exams, and travel to meet money manager clients within the first year.

Qualifications

• A graduate or an undergraduate business degree.
• Entry level with experience in a Finance, Accounting or Consulting related field
• Strong work ethic and interest in learning the equity research industry
• Well-developed analytical skills with the ability to master complex tasks and multi-task with minimal supervision
• Outstanding time management with excellent communication and writing skills
• This position requires a full-time, on-site presence at our downtown Cleveland office in order to effectively work with teams.

Responsibilities

• Develop and maintain relationships with industry sources
• Becoming an expert on your sector and covered companies
• Attend industry events to gain an in-depth understanding of the sector
• Gather and analyze proprietary market research
• Build and update financial models for each company
• Compile and analyze macroeconomic and industry data
• Interact and share conviction with our internal sales force
• Assist in the production of written reports to be distributed to our institutional money manager clients

Skills

Analytical skills

Communication skills

Writing skills

Time management

Finance/Accounting interest

Education

Business degree (graduate/undergraduate)

Job description

Cleveland Research Company is seeking an Equity Research Associate to join one of our industry-focused teams in Cleveland, OH. The role involves building expertise in a sector, developing financial models, and collaborating with internal sales to support institutional clients.

In addition to core responsibilities, you will undergo a comprehensive training program, pursue FINRA certifications after initial exams, and travel to meet money manager clients within the first year.