Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
Building and updating comp sheets.
Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)
Must be able to clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
Develop written product with modest direction from the senior level Research Analyst.
Able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.
Meets the special projects demands of the senior level Research Analysts.
Uses all resources to determine and locate relevant data.
Continues to build industry knowledge.
Continues to develop external sources (management teams, suppliers, and customers). Must be able to integrate these sources in the research product. Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.
Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
What You'll Bring
Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
Education & Experience
Minimum Required: Bachelor's degree
Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
Licenses & Credentials
Minimum Required: FINRA SIE, Series 86, Series 87
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range
Salary: USD $150,000.00/Yr. - USD $180,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel
The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.
Stifel is a top 10 provider of U.S. equity coverage in
Aerospace & Defense
Consumer & Retail
Diversified Industrials
Internet & Media
Healthcare
Real Estate
Technology
Transportation
Business Services
Energy & Power
Materials
