Insurance Equity Research Associate — Learn & Grow

Dowling Corporation; Farmington (CT); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

HSA contributions by company

401(k) participation

ESOP eligibility after one year

Flexible PTO

Gym memberships reimbursement

Annual bonus opportunity

Daily lunch provided

On-site coffee, snacks and beverages

On-site golf simulator

Job summary

Dowling & Partners is a leading source of insurance equity research. We seek a Research Associate to support our research team across the insurance coverage universe in an apprentice-style role designed to learn from experienced professionals.

In the first year you will learn to build financial models, analyze filings, track industry trends, and communicate investment ideas through written notes, with opportunities to publish your own research as you progress.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, Actuarial Science, or other quantitative field.
• 0-2 years of relevant experience; recent graduates welcome.
• Strong Excel skills and ability to build financial models.
• Excellent written and verbal communication and attention to detail.

Responsibilities

• Build and maintain quarterly and annual financial models for covered companies
• Update models following earnings releases, guidance changes, and management commentary
• Gather, organize, and analyze information from public filings (10-K, 10-Q, 8-K, proxies, statutory filings)
• Draft portions of earnings notes, industry reports, and research publications
• Track industry data and develop exhibits, charts, and tables
• Prepare materials for client calls, marketing trips, and conference meetings
• Respond to inbound client data requests and ad hoc screening questions
• Listen to earnings calls and management meetings; produce clean notes
• Monitor industry developments and company news relevant to coverage

Skills

Analytical thinking

Written and verbal communication

Time management

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, Actuarial Science, or other quantitative discipline

Tools

Microsoft Excel

FactSet

S&P Capital IQ

Bloomberg

Job description

Dowling & Partners is a leading source of insurance equity research. We seek a Research Associate to support our research team across the insurance coverage universe in an apprentice-style role designed to learn from experienced professionals.

In the first year you will learn to build financial models, analyze filings, track industry trends, and communicate investment ideas through written notes, with opportunities to publish your own research as you progress.