Equity Research Associate

AlphaSense; New York (NY); Remote; CAD 53,000 - 63,000; Full time

Benefits offered by this job

Bonus potential

Equity

Benefits package

Job summary

AlphaSense is seeking an Associate to support its public company financial model library by updating, building, and improving three-statement models. You will contribute to product evolution and work within a high-performing team to impact our roadmap and deliver value to clients.

You will bring 2+ years of experience in equity research or related fields, strong modeling skills, and a proactive approach to process improvements, with potential CFA progression and a focus on client service.

Qualifications

• 2+ years of experience in equity research or an adjacent discipline.
• Strong financial modeling skills and sector understanding.
• Demonstrated ability to manage deadlines and deliver accurate outputs.
• Leadership traits and/or experience training or mentoring peers.

Responsibilities

• Update three-statement financial models for publicly traded companies’ earnings reports.
• Build and support the review of detailed three-statement financial models for publicly traded companies.
• Contribute to sub-sector-specific and/or coverage-wide model improvements.
• Develop sector expertise to support the development of modeling standards, dashboards for comparative analysis, and new model features.
• Support Analysts in providing exceptional client service to all users.
• Conduct other ad-hoc general research and other company due diligence.
• Participate in training new members of the Research Team.

Skills

Equity research

Financial modeling

Client service

Mentoring peers

Education

Progress towards CFA/CPA/MBA

Job description

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

About the Team:

The Research Coverage Team provides AlphaSense clients with the cleanest, richest, best structured fundamental data and models on global public companies. Firms across financial services and corporate markets globally rely on our financial model library to drive efficiency across their teams and to ground their financial analysis in sound fundamental data. By bringing financial modeling and technology together, our team makes generating independent research more efficient and helps generate higher-conviction investment ideas. We’re an energetic team with a healthy obsession with accuracy and a love of stocks and technology.

About the Role:

As an Associate, you will be supporting our public company financial model library by updating, building, and improving three-statement financial models, and developing knowledge and expertise to support our product evolution. You will be a part of a high-performing team, and have an immediate impact on our business by contributing to our product roadmap, and dazzling our customers.

What You’ll Do:

• Update three-statement financial models for publicly traded companies’ earnings reports
• Build and support the review of detailed three-statement financial models for publicly traded companies.
• Contribute to sub-sector-specific and/or coverage wide model improvements.
• Develop sector expertise to support the development of modeling standards, dashboards for comparative analysis, and new model features.
• Support Analysts in providing exceptional client service to all users.
• Conduct other ad-hoc general research and other company due diligence.
• Participate in training new members of the Research Team.

Who You Are:

You bring 2+ years of experience in equity research or an adjacent discipline with a proven ability to build and improve three-statement financial models independently. You demonstrate initiative, sector expertise, and might be planning to pursue a CFA. You’re comfortable under pressure, excel in client service, and contribute proactively to process and product improvements.

Minimum Qualifications:

• Able to work in the PST timezone
• 2+ years of experience in equity research, financial modeling, or accounting
• Strong financial modeling skills and sector understanding
• Progress towards CFA, CPA or MBA is preferred
• Demonstrated ability to manage deadlines and deliver accurate outputs
• Leadership traits and/or experience training or mentoring peers
• Proven ability to support client service and contribute to team strategy

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

You may also be offered a performance-based bonus, equity, and a generous benefits program.

Base Compensation Range

$53,000 - $62,500 CAD

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.