Associate Associate - Equity Research

The Role

Clear Street is seeking an equity research associate to join our dynamic equity research team covering disruptive technology companies. The associate will support the team covering a wide spectrum of disruptive technology sub-verticals, including artificial intelligence and machine learning, cloud and data infrastructure, cybersecurity, fintech and digital assets / blockchain / tokenization, autonomous systems and robotics.

The associate is a highly motivated individual who enjoys equity investing and capital markets. Research is a fast-paced environment, strong work ethic, intellectual curiosity and forward thinking are critical. The individual will become an industry expert conducting company and industry analysis. It involves monitoring company/industry news, dissecting earnings releases, updating financial models, analyzing industry data, writing research notes, articulating investment ideas to sales and traders, and meeting client requests.

Responsibilities

• Build, develop and utilize financial models to forecast a company's financials.
• Write company and sector research notes, and articulate the view to internal and external clients
• Build and maintain relationships with Sales and Trading, industry experts and management team
• Keep senior analysts informed of significant daily news and market developments.
• Perform competitive analysis, industry tracking and valuation to form an opinion and support stock recommendations
• Generate ideas for differentiated products.
• Be a team player.
• Occasional travel may be required

Qualifications & Skills

The ideal candidate should possess the following skills and attributes

• At least three (3) years of professional experience of fundamental equity research; exposure in disruptive technology highly preferred.
• Bachelor's degree. Master/MBA is a plus.
• Advanced knowledge in financial statements analysis and financial modeling skills
• FINRA SIE, Series 63, Series 86, and Series 87 licenses required.
• High level of financial modelling skills in Excel and PowerPoint, skilled in building and updating financial models and projections.
• Outstanding written and verbal communication capabilities to articulate ideas and investment theses.
• Exhibits a strong work ethic, resourcefulness, and both critical and creative thinking abilities.
• Able to excel in a dynamic, high-pressure, and deadline-oriented setting.
• Demonstrates exceptional attention to detail and a commitment to high-quality work.
• Ability to multi-task and collaborate with teammates, as well as work independently.
• Passion in equity investing.

We Offer

• The Base Salary Range for this role is $100,000 - $150,000.
• This range is representative of the starting base salaries for this role at Clear Street.
• Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location.
• This range represents Base Salary only, which is just one element of Clear Street's total compensation.
• The range stated does not include other factors of total compensation such as bonuses or equity.