Research Associate

Full Time
New York
Posted 7 months ago

Work Location:  Remote with occasional visits to Monroe Township, NJ

Responsibilities include, but not limited to:

  • Creation of Excel reports
  • Creation of analytical reports in Power Point, Excel and Word
  • Financial research of various companies
  • Presenting research and analysis results to other team members and external clients
  • Monitoring of investment portfolio
  • Making recommendations to management

Required skills:

  • Strong computer skills
  • MS Word, Excel, Power Point and Outlook are required
  • Excellent phone communication skills
  • Excellent organizational skills
  • Must be able to follow up and follow through to complete multi-step tasks
  • Must be able to multi-task
  • Must show initiative and be able to take charge of multiple tasks and projects
  • Must be extremely detail oriented
  • Good math skills
  • Must be able to work independently
  • Must be able to think on your feet
  • Must be able to produce deliverables quickly
  • Must possess good problem solving skills
  • Must be reliable and thorough
  • Must be a fast learner

Optional skills:

  • Knowledge or background in equity investing
  • Background in research and/or analysis

Additional requirements:

  • High School Diploma
  • Background check required


Job Features

Job CategoryResearch Associate

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