Equity Research Associate- Entry Level

Pomona College; Cleveland, Northern (OH, KY); Hybrid; 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

Equity Research Associate

Have immediate impact | Be passionate about what you do | Grow with us

Cleveland Research Company is an employee owned, independent research firm, headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 17 research teams publishing research that impacts 250 companies. We pride ourselves on a disciplined research process that has us regularly engaged with the industries and companies we cover.

We are focused on identifying fundamental inflection points to aid in the rigorous analysis of our covered companies and industry forecasts. Our clients find value from getting in front of key themes and trends that lead to better strategic and financial decisions. We are committed to a singular focus on providing the most accurate and reliable research product in the market. If you are interested in equity and market research within an environment that fosters teamwork and excellence, Cleveland Research could be the place for you!

As a full-time employee, you will work on one of our Teams, covering publicly traded companies in one of the following sectors: Consumer, Technology, FinTech, Health Care, or Industrial.

Responsibilities include:

• 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

In addition to working on one of our equity research teams, you will have the opportunity within the first 12 months to:

• Comprehensive training program including classroom style sessions and job shadow experiences
• Become certified with FINRA after passing your SIE, Series 7, 63, 86, and 87 exams
• Travel to visit our institutional money manager clients

Position Requirements:

• 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.

Benefits:

Competitive pay plus bonus potential, fully paid health insurance coverage, Dental and Vision Insurance, 401(k) with matching and variety of other perks.