Research Associate, Asset Managers, BDCs, and Mortgage REITs

RBC Capital Markets, LLC; New York (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

An established industry player is seeking a Research Associate to conduct fundamental analysis in the Asset Management, BDC, and Mortgage REIT sectors. This role involves developing financial models, generating research reports, and collaborating with analysts to support client inquiries. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to thrive in a dynamic team environment. Join a company that values growth, collaboration, and impactful contributions, offering a comprehensive rewards package and opportunities for professional development.

Benefits

Comprehensive rewards including bonuses

Stock options

Supportive leadership for development

Dynamic team environment

Qualifications

• Experience in capital markets or 1-2 years in relevant sectors is advantageous.
• Strong PC skills, especially in Microsoft Office.

Responsibilities

• Assist in development and modeling of financial models.
• Coordinate and maintain research reports and databases.

Skills

Financial Modeling

Research Skills

Communication Skills

Microsoft Office

Customer Service Orientation

Attention to Detail

Multitasking

Education

Undergraduate Degree in Business

Undergraduate Degree in Mathematics

Licensing: Series 7, 63, 86 & 87, SIE

Tools

Data Sourcing Tools

Job description

Job Summary

What is the Opportunity?

Responsible for fundamental analysis of companies in the Asset Management, BDC, and Mortgage REIT sector.

Job Description

What will you do?

• Assist in the development and detailed modeling of company-specific financial models
• Coordinate, generate, and maintain research reports, presentations, and databases
• Provide research support to analysts as required
• Develop core Research Associate skills
• Develop expertise in the Asset Management, BDC, and Mortgage REIT sector
• Support and respond to client queries related to the sector
• Identify operational risks and control deficiencies proactively
• Review and comply with firm policies applicable to your activities
• Escalate operational risk events, control deficiencies, and risks promptly
• Maintain key relationships with internal clients (sales and trading) and external clients as needed

What do you need to succeed?

• Undergraduate degree or similar qualification in Business, Mathematics, or quantitative fields
• Licensing: Series 7, 63, 86 & 87, SIE
• Experience in capital markets or 1-2 years in the Asset Management, BDC, and Mortgage REIT sector is advantageous but not mandatory
• Excellent writing and communication skills
• Strong PC skills, especially in Microsoft Office and data sourcing
• Customer service orientation
• Ability to work under pressure and meet deadlines
• Attention to detail and task commitment
• Ability to prioritize and multitask
• Self-motivated, organized, and independent
• Effective team collaboration skills

What's in it for you?

We thrive on challenge, growth, and collaboration to deliver trusted advice. We value each other's potential, community impact, and mutual success.

• Comprehensive rewards including bonuses, benefits, and stock options
• Supportive leadership for development
• Opportunity to make a lasting impact
• Dynamic, collaborative, and high-performing team environment
• Challenging work opportunities
• Building close client relationships

The salary range for this position is $100,000 - $160,000, depending on experience, skills, registration, market conditions, and business needs. This does not include additional compensation such as bonuses, benefits, and insurance.

Our compensation philosophy promotes a high-performance culture, strategic achievement, and shareholder value.

Additional Job Details

Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET, NEW YORK

City: New York

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: CAPITAL MARKETS

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-01-29

Application Deadline: Applications accepted until 11:59 PM the day before the deadline date.

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we value diversity and inclusion, fostering a supportive environment that promotes professional growth, collaboration, innovation, and respect. We aim to create a workplace where everyone feels supported and valued.

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