Equity Research Associate- Disruptive Industrial Tech

Needham & Company; Boston (MA); On-site; USD 115,000 - 140,000; Full time

Job summary

Needham & Company is seeking a Research Associate to support coverage of stocks by collaborating with the Senior Disruptive Industrial Technology Equity Research Analyst. You will help deliver extensive company and industry research, construct detailed financial models, and market written research to clients and institutional salespeople.

The role involves building industry knowledge, forecasting earnings, analyzing trends, writing notes, and engaging with management teams and the sales/trading

Qualifications

• 2-4 yrs experience in finance or accounting, preferably Equity Research or Investment Banking.
• Securities Industry Essentials, Series, 63, 7, 86 and 87 (possession or willingness to obtain).
• Progress towards CFA a plus.

Responsibilities

• Build strong industry knowledge of the Industrial Technology sector.
• Develop, maintain and forecast detailed earnings models (revenue model, income statement, balance sheets, cash flow).
• Analyze industry market, economic and technology trends.
• Assist in writing reports/notes on companies under coverage universe, related companies and industry analysis.
• Develop relationships with management teams and industry contacts.
• Communicate with sales force and traders, clients and company management teams.

Skills

Verbal communication

Written communication

Independent

Detail-oriented

Teamwork

Market interest in equity

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

Job description

Needham & Company is seeking a Research Associate to work with it's Senior Disruptive Industrial Technology Equity Research Analyst to help support coverage of stocks. The candidate will support the Analysts in delivering extensive company and industry research, constructing detailed company and industry financial models, and marketing written research recommendations to clients and institutional salespeople.

Responsibilities

Working in partnership with the Senior Analyst, the objective of the Associate is to:

• Build strong industry knowledge of the Industrial Technology sector;
• Develop, maintain and forecast detailed earnings models (revenue model, income statement, balance sheets, cash flow);
• Analyze industry market, economic and technology trends;
• Assist in writing reports/notes on companies under coverage universe, related companies and industry analysis;
• Develop relationships with management teams and industry contacts;
• Communicate with sales force and traders, clients and company management teams.

Key Qualifications / Requirements

• 2-4 yrs. of experience in finance or accounting, preferably Equity Research or Investment Banking experience;
• Bachelor’s degree in Accounting or Finance preferred;
• Securities Industry Essentials, Series, 63, 7, 86 and 87 (possession or willingness to obtain);
• Progress towards CFA a plus;
• Self-starter with ability to work independently ;
• Strong work ethic with a focus on teamwork;
• High fluency in accounting and financial statement analysis;
• Advanced knowledge of Excel;
• Highly detail-oriented;
• Exceptional verbal and written communication skills; and
• Passionate interest in equity markets and technology.

The good-faith expected salary range for the above position is $115,000- $140,000 depending on factors including but not limited to the candidate’s experience, skills, license registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance, flexible spending, commuter; and paid time-off plan.