Equity Research & Modeling Associate

Infinituswealth; Nashville (TN); On-site; USD 65,000 - 85,000; Full time

Job summary

A fiduciary wealth management firm is seeking a Research Associate to support Portfolio Managers by analyzing companies for investment performance. The role demands strong analytical and quantitative skills, financial modeling expertise, and the ability to communicate results effectively. The ideal candidate will have 1-3 years of relevant experience, advanced knowledge of financial products, and demonstrate resourcefulness and teamwork. This position requires a strong work ethic and collaboration to deliver timely and accurate analyses.

Qualifications

• 1-3 years of relevant experience in financial analysis or modeling.
• Understanding of sophisticated financial products (cash and derivatives).
• Advanced knowledge of economic and accounting principles.

Responsibilities

• Support Portfolio Managers in analyzing companies and investment performance.
• Build financial models and conduct industry-specific research.
• Participate in weekly investment team meetings.

Skills

Strong analytical skills

Financial modeling

Quantitative skills

Solid writing and presentation skills

Advanced proficiency in Microsoft Excel, Word, and PowerPoint

Resourcefulness

Education

Relevant degree in finance or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

A fiduciary wealth management firm is seeking a Research Associate to support Portfolio Managers by analyzing companies for investment performance. The role demands strong analytical and quantitative skills, financial modeling expertise, and the ability to communicate results effectively. The ideal candidate will have 1-3 years of relevant experience, advanced knowledge of financial products, and demonstrate resourcefulness and teamwork. This position requires a strong work ethic and collaboration to deliver timely and accurate analyses.