Equity Research Associate - Sustainability

Canaccord Genuity LLC; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical and dental insurance

Vision insurance

401(k) with employer match

Tuition reimbursement

Employee Wellness Program

Job summary

Canaccord Genuity LLC in Boston is seeking an Equity Research Associate to support Sustainability Equity Research. You will help track industry trends, model financials, and draft sections of research reports under mentorship from the Senior Analyst. Strong writing, quantitative skills, and interest in sustainability are essential.

The role offers exposure to public markets, ongoing professional development, and the chance to grow into a trusted partner to the Senior Analyst over time.

Qualifications

• Passionate about stocks and the financial markets.
• Four-year bachelor's degree.
• Proficiency in MS Office, particularly Word, Excel, and PowerPoint.
• Strong written and oral communication skills. Writing samples may be requested.
• Self-motivated, highly organized, proactive, and able to manage multiple tasks with attention to detail.

Responsibilities

• Track coverage of company products, strategies, catalysts, and competitors.
• Summarize key quarterly updates and independently update financial models, cash flow and balance sheet projections.
• Prepare 20+ page initiation reports with text, graphics, and valuation methodologies.
• Communicate investment opinions after regulatory tests (Series 7, 63, 86, 87) when required.

Skills

Stock market enthusiasm

Self-motivation

Strong writing skills

Analytical thinking

Attention to detail

Education

Bachelor's degree

Tools

MS Office Suite

Excel

PowerPoint

Job description

Equity Research Associate – Sustainability Sector

Overview

The Sustainability team at Canaccord Genuity plans to hire an equity research associate to be based in the company’s Boston office. The ideal candidate is a self-motivated, intellectually curious, critical thinker who is both artistically-minded and detail-oriented, and enthusiastic about Sustainability, future mobility and the markets.

You will join as part of a team supporting a very experienced Managing Director of Sustainability Equity Research with a mentorship/partnership philosophy relative to all members of the team. As an associate supporting the franchise, your responsibilities will be all-encapsulating. Primary responsibilities will be to anticipate and track relevant industry trends, writing sections of equity research reports, and building/updating financial models. An effective research associate will become self-sufficient to a level that allows the Senior Analyst to spend more time on outward facing research and client contact. Over time, the associate will become the Senior Analyst’s trusted partner, assisting in nearly all aspects of the franchise.

Essential Job Functions

1. Fundamental research. You will be expected to track coverage of company products, strategies, catalysts, and competitors. Successful people in this business have an insatiable intellectual curiosity and passion for investing. Gathering information from industry conferences, blogs, trade journals, regulatory documents, interaction with company executives, and live site visits will all contribute to the mosaic of information that the team assembles. As such, candidates will have a thorough and rigorous analytical process and be comfortable with the distillation of large volumes of data points. Research will also be facilitated through conduction of outbound surveys and key opinion leader (KOL) diligence calls with industry contacts.
2. Modeling and writing - It’s common to have three or four earnings calls occurring simultaneously in an evening. The associate is responsible for summarizing the key quarterly updates, fully and independently updating the financial model, cash flow and balance sheet models, and incorporating the conclusions/positioning commentary text provided by the senior analyst. Longer‑term projects will include the preparation of 20+ page initiation of coverage reports, including most of the text, graphics, and complete models and valuation methodologies.
3. Communications. Once you have passed the regulatory tests (Series 7, 63, 86, 87), you will be expected to be able to communicate the key aspects of our investment opinions for companies within our coverage both internally and externally.
4. Keeping the franchise running. The associate should possess strong organization and time management skills and the ability to help prioritize key initiatives that create differentiation and long‑term value for the franchise and firm overall. You will be expected to be self‑motivated and self‑driven.

While we operate as a team, the candidate should realize that the senior analyst, while available 24/7, is on the road meeting with clients regularly. You are strongly encouraged to ask questions of anyone, but in the end, you will be expected to work independently and be accountable for delivering 100% factually and logically accurate work under tight time constraints.

Required Qualifications and Attributes

• Passionate about stocks and the financial markets.
• Four-year bachelor's degree.
• Proficiency in MS Office, particularly Word, Excel, and Power Point.
• Strong written and oral communication skills. Highly qualified candidates will be asked to provide writing samples. This job requires strong grammar/writing skills and attention to detail, with no exceptions.
• Candidate must have an exceedingly strong work ethic, be highly self‑motivated, highly organized, proactive, simultaneously manage multiple tasks, and have a strong attention to detail. Common sense is a must. Ideal candidate will be quick on their feet, a fast learner, and highly responsive. This is a business based on pattern recognition. The better you are at sifting the signal from the noise, the more value‑added you become.
• Superior quantitative, analytical, and writing skills. Must have the ability to communicate clearly and concisely and must take pride in every aspect of the process.

Preferred Qualifications (Not required)

• Series SIE, 63, 86, 87 will be required soon after starting the position, but are not prerequisites for consideration.

Benefits Overview

At Canaccord Genuity, your wellbeing matters. Joining our firm means being part of a workplace that not only values your contributions, but also invests in your overall health and wellbeing. We are glad to discuss our benefits with you in detail, and are pleased to share this overview:

Paid Time Off

• 15 days of paid vacation accrual per year
• 20 days of vacation accrual after 3 years with the firm
• Unlimited sick days

Health & Wellness

• Medical and dental insurance
• Vision insurance - 100% company‑paid benefit
• Employee Wellness Program - 100% company‑paid benefit
  1. Available to all employees and members of their household 24/7/365
  2. Mental health benefits: 3 free therapy sessions per occurrence per year
  3. Support and guidance for everyday issues including, but not limited to, legal consultation, financial expertise, child or elder care, home repair, housing needs, adoption, etc.
  4. Access care on-demand via phone, over live chat, email, or in‑person
• Life insurance - 100% company‑paid benefit
• Short‑term disability insurance - 100% company‑paid benefit
• Long‑term disability benefits
• Pet insurance
• Equinox preferred rates

Financial Benefits

• 401(k) with employer match
• Employee Stock Purchase plan with employer match
• Commuter pre‑tax benefits
• Tuition reimbursement

Driven by your success

A career at Canaccord Genuity means working for a client‑centric organization with a global reach across 10 countries. We are driven to achieve for our clients, our shareholders and each other – our people and culture are at the heart of our success. No matter what your role, you have the opportunity to make a positive difference through your ideas and hard‑work and be rewarded for your performance.

Driven by diversity and inclusivity

Canaccord Genuity is committed to encouraging a diverse workforce and to promoting a respectful and inclusive culture in which everyone has the opportunity to thrive and realize their potential. We recognize that diversity across our business strengthens relationships, enables more innovative solutions for our clients, as well as creating a more stimulating place to work.

Building and developing a truly varied team of talented people from all walks of life is essential for tackling new global challenges, adapting to changing markets and appealing to an increasingly diverse client base.