KBW Research Associate I - Capital Markets

Stifel; Pretoria; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a Research Associate I to support senior analysts with data gathering, financial modeling, and analysis. This role is perfect for someone eager to develop their skills in finance and accounting while contributing to impactful projects. You will build financial models, analyze operational problems, and manage databases, all while working in a collaborative environment. If you are ready to kickstart your career in finance and thrive in a supportive culture, this is the opportunity for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Flexible Spending Accounts

Tuition Assistance

Paid Time Off

Discretionary Bonuses

Qualifications

• Bachelor's degree required with 0-2 years of industry experience preferred.
• Proficient in financial modeling, data analysis, and communication.

Responsibilities

• Provide data gathering, analysis, and organizational support to senior analysts.
• Build and maintain Excel-based financial models and perform validations.

Skills

Financial Modeling

Data Analysis

Accounting Principles

Critical Thinking

Time Management

Oral and Written Communication

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Bloomberg

FactSet

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to senior Research Analysts. Should be adept at or able to quickly learn and apply core research skills including accounting, finance, valuation, modeling, and proficient verbal and written communication.

What We're Looking For

• Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
• Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
• Analyze information obtained from management to conceptualize and define operational problems.
• Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
• Build and update comp sheets.
• Manage databases and electronic data services (e.g., Bloomberg, FactSet).
• Meet the special project demands of senior Research Analysts.
• Use all resources to locate relevant data.
• Build industry knowledge and contacts.

What You'll Bring

• Inductive Reasoning - ability to combine pieces of information to form general rules or conclusions.
• Critical Thinking - using logic and reasoning to evaluate solutions, conclusions, or approaches to problems.
• Judgment and Decision Making - considering costs and benefits to choose the most appropriate action.
• Time Management - managing time and priorities to meet deadlines.
• Oral and Written Expression - effectively communicating information and ideas.
• Economics, Accounting, Finance, and Securities Analysis - knowledge of financial principles, markets, industry, and terminology.

Education & Experience

• Bachelor's degree required.
• 0 to 2 years of relevant industry experience preferred.

Licenses & Credentials

• None required.

Systems & Technology

• Proficiency in Microsoft Excel, Word, PowerPoint, Outlook.

Compensation Range

Salary varies based on qualifications, skills, and competencies. The total compensation package includes base salary, discretionary bonuses, health/dental/vision insurance, flexible spending accounts, tuition & certification assistance, paid time off, and more. For details, visit Stifel Benefits. Applications accepted until filled.

About Stifel

Founded in 1962 by Harry Keefe, Jr., Gene Bruyette, and Norbert Woods as Keefe, Bruyette & Woods (KBW), the firm started with five employees and $50,000 capital, focusing on regional banks. Today, KBW is recognized as a leading expert in financial services, with top rankings in research and industry trading.