Research Associate - P&C Insurance
Research associate job at Oppenheimer & Co
Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description:
Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the P&C Insurance franchise. The position is located in NYC.
Our ideal candidate has had some equity research experience (exposure to finance, accounting and proficient at modeling) and has a working knowledge of the insurance industry, though we will consider all qualified candidates. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis.
The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical.
In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics:
* Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data.
* Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations.
* A passion for the stock market, the insurance industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate.
* Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important.
* Ability to work independently, and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable and is a necessary skill given the demands of working on Wall Street.
* Ability to organize, prioritize and manage multiple projects simultaneously.
* PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet.
* Most preferred are candidates with a BA in Finance and/or CFA and already FINRA registered (SIE, Series 7, 63, 86, 87). However, we will consider other strong candidates without these credentials too.
Compensation:
For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Founding Research Scientist (MARL)
San Francisco, CA jobs
Series A company looking to hire a Sr. Applied RS with a good background in multi-agent reinforcement learning. The related challenge is figuring out how to use feedback from an objective function on (consumer) pricing to reinforce a multi-agent enterprise system (many components).
Qualifications:
Applied Research with MS or PhD in a technical field and 4
+
years relevant industry experience
Successful track record as a self-starter in 0->1 scenarios with a proven ability to take SOTA models into production
Please note:
Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of the startup investments in our portfolio.
About Us:
Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: *********************
We are full-time, salaried employees of Greylock who provide free candidate referrals/introductions to our active investments to help them grow/succeed (as one of the many services we provide).
Founding Applied Research Scientist (RL)
San Francisco, CA jobs
Early-stage (vertical RL) company looking to hire a Sr. Applied RS with a strong background in reinforcement learning.
Qualifications:
Applied Research with MS or PhD in a related field and 4
+
years industry experience in deep learning and 2+ years with reinforcement learning
Successful track record as a self-starter in 0->1 scenarios with a proven ability to take SOTA models into production
Please note:
Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of the startup investments in our portfolio.
About Us:
Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: *********************
We are full-time, salaried employees of Greylock who provide free candidate referrals/introductions to our active investments to help them grow/succeed (as one of the many services we provide).
Please note: We are not recruiting for any roles within Greylock at this time. This job posting is for direct employment with a startup in our portfolio.
Founding ML Scientist
San Jose, CA jobs
Stage: Seed
Team Size: < 10
We're looking for an Applied RS who can run the gamut of ML from infra to modeling and own the entire ML pipeline--taking advanced models into production. Our ideal candidate will be looking to build a co-pilot product from the ground up: helping to drive everything from key architectural decisions, applying SOTA methods, and shipping advanced production models in close collaboration with the founders. In key role, you will have real product ownership and the chance to influence not just what gets built, but how it gets built in a true 0->1 scenario.
If you have 5+ years of experience in Machine Learning (infra and modeling) with 1+ years post-training LLM's and are thinking about starting your own company someday, this could be a great entry-way for you. Not only would you get real-world experience with something so early, but you'd get a chance to make a name for yourself with our investment team as well (making it much easier to get a chance to pitch us on your own idea in the future).
About Greylock
Greylock is a 1st-tier, early-stage venture capital firm that partners with exceptional founders at the seed and Series A stages. Our mission is to help realize rare potential - backing category-defining companies such as Figma, Anthropic, Ramp, Abnormal Security, Rubrik, Airbnb, LinkedIn, Roblox, Dropbox, and Coinbase.
About the Greylock Recruiting Team
As full-time, salaried employees of Greylock, our team provides free candidate referrals and introductions to our active portfolio companies. Combined, we bring over 125 years of in-house recruiting experience across startups and large-scale tech companies
Founding ML Scientist
Santa Rosa, CA jobs
Stage: Seed
Team Size: < 10
We're looking for an Applied RS who can run the gamut of ML from infra to modeling and own the entire ML pipeline--taking advanced models into production. Our ideal candidate will be looking to build a co-pilot product from the ground up: helping to drive everything from key architectural decisions, applying SOTA methods, and shipping advanced production models in close collaboration with the founders. In key role, you will have real product ownership and the chance to influence not just what gets built, but how it gets built in a true 0->1 scenario.
If you have 5+ years of experience in Machine Learning (infra and modeling) with 1+ years post-training LLM's and are thinking about starting your own company someday, this could be a great entry-way for you. Not only would you get real-world experience with something so early, but you'd get a chance to make a name for yourself with our investment team as well (making it much easier to get a chance to pitch us on your own idea in the future).
About Greylock
Greylock is a 1st-tier, early-stage venture capital firm that partners with exceptional founders at the seed and Series A stages. Our mission is to help realize rare potential - backing category-defining companies such as Figma, Anthropic, Ramp, Abnormal Security, Rubrik, Airbnb, LinkedIn, Roblox, Dropbox, and Coinbase.
About the Greylock Recruiting Team
As full-time, salaried employees of Greylock, our team provides free candidate referrals and introductions to our active portfolio companies. Combined, we bring over 125 years of in-house recruiting experience across startups and large-scale tech companies
Founding ML Scientist
San Francisco, CA jobs
Stage: Seed
Team Size: < 10
We're looking for an Applied RS who can run the gamut of ML from infra to modeling and own the entire ML pipeline--taking advanced models into production. Our ideal candidate will be looking to build a co-pilot product from the ground up: helping to drive everything from key architectural decisions, applying SOTA methods, and shipping advanced production models in close collaboration with the founders. In key role, you will have real product ownership and the chance to influence not just what gets built, but how it gets built in a true 0->1 scenario.
If you have 5+ years of experience in Machine Learning (infra and modeling) with 1+ years post-training LLM's and are thinking about starting your own company someday, this could be a great entry-way for you. Not only would you get real-world experience with something so early, but you'd get a chance to make a name for yourself with our investment team as well (making it much easier to get a chance to pitch us on your own idea in the future).
About Greylock
Greylock is a 1st-tier, early-stage venture capital firm that partners with exceptional founders at the seed and Series A stages. Our mission is to help realize rare potential - backing category-defining companies such as Figma, Anthropic, Ramp, Abnormal Security, Rubrik, Airbnb, LinkedIn, Roblox, Dropbox, and Coinbase.
About the Greylock Recruiting Team
As full-time, salaried employees of Greylock, our team provides free candidate referrals and introductions to our active portfolio companies. Combined, we bring over 125 years of in-house recruiting experience across startups and large-scale tech companies
Founding ML Scientist
Fremont, CA jobs
Stage: Seed
Team Size: < 10
We're looking for an Applied RS who can run the gamut of ML from infra to modeling and own the entire ML pipeline--taking advanced models into production. Our ideal candidate will be looking to build a co-pilot product from the ground up: helping to drive everything from key architectural decisions, applying SOTA methods, and shipping advanced production models in close collaboration with the founders. In key role, you will have real product ownership and the chance to influence not just what gets built, but how it gets built in a true 0->1 scenario.
If you have 5+ years of experience in Machine Learning (infra and modeling) with 1+ years post-training LLM's and are thinking about starting your own company someday, this could be a great entry-way for you. Not only would you get real-world experience with something so early, but you'd get a chance to make a name for yourself with our investment team as well (making it much easier to get a chance to pitch us on your own idea in the future).
About Greylock
Greylock is a 1st-tier, early-stage venture capital firm that partners with exceptional founders at the seed and Series A stages. Our mission is to help realize rare potential - backing category-defining companies such as Figma, Anthropic, Ramp, Abnormal Security, Rubrik, Airbnb, LinkedIn, Roblox, Dropbox, and Coinbase.
About the Greylock Recruiting Team
As full-time, salaried employees of Greylock, our team provides free candidate referrals and introductions to our active portfolio companies. Combined, we bring over 125 years of in-house recruiting experience across startups and large-scale tech companies
Generative AI Researcher
Warren, MI jobs
Job Title: Generative & Agentic AI Engineer- Entry Level
Job Type: Full-time
Experience Level: Ph.D Only
We are seeking a highly skilled and creative Entry Level - Generative AI Engineer to apply state-of-the-art generative models to solve complex challenges in automotive engineering. This role focuses on creating intelligent agents that leverage generative capabilities for reasoning, planning, and executing complex tasks autonomously. The ideal candidate will bridge the gap between generative AI's creative potential and agentic AI's autonomous action, developing systems that can understand, reason, and act in dynamic environments.
Key Responsibilities
Integrated AI System Development:
Design and build AI agents that utilize large language models for reasoning and decision-making
Develop systems where generative AI components enable sophisticated planning and problem-solving
Create autonomous agents capable of using tools, APIs, and external systems through generative interfaces
Implement multi-agent systems where generative AI facilitates communication and collaboration
Generative AI Capabilities:
Fine-tune and optimize large language models for specific agentic tasks
Develop prompt engineering strategies for complex reasoning and chain-of-thought processes
Implement RAG (Retrieval-Augmented Generation) systems to enhance agent knowledge and context
Create generative models for code generation, content creation, and strategic planning within agent frameworks
Agent Architecture & Autonomy:
Build reflective agents that can critique and improve their own reasoning processes
Design goal-oriented systems that use generative AI for planning and adaptation
Implement memory architectures that allow agents to learn from experience and maintain context
Develop safety mechanisms and oversight for autonomous generative agents
Multi-Modal Agent Systems:
Integrate vision, language, and action capabilities within agent frameworks
Develop agents that can process and generate across multiple modalities (text, image, audio)
Create embodied agents that interact with digital and physical environments
Research & Innovation: Stay current with the latest academic research and open-source advancements in generative AI. Prototype new ideas and conduct experiments to validate their feasibility and impact.
Education: Ph.D in Computer Science, Electrical Engineering, Mechanical Engineering or related streams.
Technical Proficiency:
Experience with generative AI (LLMs, diffusion models, generative architectures)
Experience with agentic AI systems, reinforcement learning, or autonomous systems
Strong programming skills in Python and experience with AI/ML frameworks (PyTorch, TensorFlow)
Experience with LangChain, AutoGPT, Microsoft Autogen, or similar agent frameworks
Proficiency with transformer architectures and fine-tuning techniques
Deep understanding of prompt engineering, reasoning techniques, and LLM capabilities
Experience with RAG systems, vector databases, and knowledge retrieval
Knowledge of reinforcement learning, planning algorithms, and decision-making systems
Familiarity with multi-agent systems and emergent behavior
Salary Range - $90K - $100K Per Annum + Benefits
Equity Research Associate - Biotechnology
New York, NY jobs
Responsibilities:
Conducting proprietary research evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and speaking with key opinion leaders
Building and maintaining financial models
Writing research reports for initiations of coverage, analysis of data, and industry/company news
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Qualifications:
Advanced degree (PhD/MD) in life sciences preferred, though not required; a strong academic track record is essential.
Proficiency in written/verbal communication
1+ year's experience in biopharmaceuticals equity research
Experience building financial models using excel a required on-the-job skill; prior experience is a plus
Motivated, hard-working, team player
Primary Location Full Time Salary Range of $135,000 - $165,000.
Auto-ApplyResearch Associate - Lodging, Leisure, and Residential Real Estate
Research associate job at Oppenheimer & Co
Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description:
Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support the Lodging, Leisure, and Residential Real Estate franchise. The position is located in New York City.
Our ideal candidate has had at least one year of equity research or related experience.
Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis.
The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical.
In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics:
* Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentationsoften under very tight time constraints;
* Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;
* A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;
* Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important;
* Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;
* Ability to organize, prioritize and manage multiple projects simultaneously;
* PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet.
* Most preferred are candidates with a BA in Finance and/or CFA and already FINRA registered (SIE, Series 7, 63, 86, 87). However, we will consider other strong candidates without these credentials too.
Compensation:
For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Equity Research Associate - Biotechnology
San Francisco, CA jobs
Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech companies.
Responsibilities will include:
Candidate should understand that the team is highly motivated to become top-ranked in the biotech industry
Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and consulting industry experts
Writing research reports for initiations of coverage, deep dive data analyses, competitive landscaping, and industry/ company news
Delving into intellectual property and following patent litigation concerning pharmaceuticals
Building and maintaining financial models and powerpoint decks
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Key Qualifications:
1-2+ years of experience in healthcare investment research required (sell side, buy side, investment banking, etc). Must be fully licensed.
Science background required; MD or PhD preferred
Motivated to rise in the sell-side industry in the long-term
Hard-working, attention to detail, team player
Sharp analytical skills in dissecting preclinical and clinical data
Deep understanding of, or experience with, drug development and the FDA-approval process for pharmacologic treatments is desirable
High proficiency in written/verbal communication
Can type >120 words per minute
Has experience writing quality sell side reports, producing powerpoints, and creating detailed financial models (e.g. functioning three-statement models, DCFs, market models, etc)
Experience building financial models using excel is a plus
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Strategy (US)
New York, NY jobs
We are seeking a highly motivated and intellectually curious Equity Research Associate to join our Equity Strategist team. This role offers a unique opportunity to contribute to top-down market strategy research, helping institutional clients navigate equity markets through macroeconomic analysis, sector positioning, and thematic insights.
Key Responsibilities:
* Support senior strategists in producing high-impact research on equity markets, macro trends, and investment themes.
* Conduct quantitative and qualitative analysis of market data, economic indicators, and sector performance.
* Assist in the development of investment frameworks and models to evaluate equity market dynamics.
* Prepare and maintain databases, charts, and presentations for internal and client-facing use.
* Draft research notes, reports, and presentations that communicate complex ideas clearly and concisely.
* Monitor financial news, macroeconomic developments, and market movements to identify emerging trends.
* Collaborate with sales, trading, and other research teams to deliver timely and relevant insights to clients.
Qualifications:
* Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree or CFA a plus.
* 1-3 years of experience in equity research, investment strategy, or a related analytical role.
* The candidate should feel comfortable working with large datasets as this role can involve analysis of thousands of equity securities
* Strong understanding of financial markets, macroeconomics, and equity valuation.
* Proficiency in Excel, FactSet, Bloomberg, and data visualization tools; programming skills (Python, R, or SQL) a plus.
* Excellent written and verbal communication skills.
* Ability to manage multiple tasks in a fast-paced environment and meet tight deadlines.
* Intellectual curiosity and a passion for markets and investing.
What We Offer:
* Exposure to high-level strategic thinking and market analysis.
* Opportunity to contribute to widely read and influential research publications.
* Collaborative and intellectually stimulating work environment.
* Career development and mentorship from experienced strategists.
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Software
New York, NY jobs
The Jefferies Software group is looking for an Associate to support the senior members of the team and the Senior Analyst. The ideal candidate will have 2+ years of relevant work experience (Research, IB, etc.), a strong work ethic, a high level of natural curiosity, and a desire to learn and development their analytical skills.
Responsibilities:
Work with Team Leaders to help support Senior Analyst's coverage of 20+ companies.
Conduct due diligence on the Software sector.
Monitor important macro and sector-specific developments that might impact companies under coverage.
Build and maintain detailed financial models for covered and uncovered companies.
Write research reports on covered companies and the Software sector.
Source and utilize third-party data to drive data-based conclusions.
Attend meetings with senior management, industry conferences, and company-specific conferences.
Work with the entire team to help manage Senior Analyst's calendar.
Required Background/Skills:
The ability to ask for and accept coaching to accelerate development
Interest in and ability to work long hours as required
Strong writing and communication skills
Strong financial modeling skills
High proficiency in PowerPoint presentations
Strong attention to detail
The ability to organize, manage, and prioritize time well
Strong project management skills
Minimum Requirements:
2-3 years of combined experience in Equity Research or Investment Banking
A CPA or progress toward CFA preferred, but not required
An understanding of technology, specifically Software, preferably an understanding of enterprise technology
Deep familiarity and experience with Microsoft Office (Word, Excel, PowerPoint)
Ability to work in the New York office five days a week
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Software/AI
New York, NY jobs
Responsibilities will include:
Working underneath one or both publishing analysts to cover specific Software/AI subsectors.
Conducting proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders
Building and maintaining financial models and industry-oriented databases
Closely monitoring industry news and trends
Writing research reports for initiations of coverage, analysis of data, and industry/company news
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Maintaining relationships with industry contacts
Executing corporate access events including company non-deal roadshows and property tours (some travel may be required)
Coordinating global Software/AI research product
Summary of Qualifications:
We are looking for a candidate who has strong written and oral communication skills, can work independently without much direction and likes to take on significant responsibility. The ideal candidate will have a bachelor's degree in a relevant field (i.e. finance, economics, business administration, etc.).
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Strategy (US)
New York, NY jobs
We are seeking a highly motivated and intellectually curious Equity Research Associate to join our Equity Strategist team. This role offers a unique opportunity to contribute to top-down market strategy research, helping institutional clients navigate equity markets through macroeconomic analysis, sector positioning, and thematic insights.
Key Responsibilities:
Support senior strategists in producing high-impact research on equity markets, macro trends, and investment themes.
Conduct quantitative and qualitative analysis of market data, economic indicators, and sector performance.
Assist in the development of investment frameworks and models to evaluate equity market dynamics.
Prepare and maintain databases, charts, and presentations for internal and client-facing use.
Draft research notes, reports, and presentations that communicate complex ideas clearly and concisely.
Monitor financial news, macroeconomic developments, and market movements to identify emerging trends.
Collaborate with sales, trading, and other research teams to deliver timely and relevant insights to clients.
Qualifications:
Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree or CFA a plus.
1-3 years of experience in equity research, investment strategy, or a related analytical role.
The candidate should feel comfortable working with large datasets as this role can involve analysis of thousands of equity securities
Strong understanding of financial markets, macroeconomics, and equity valuation.
Proficiency in Excel, FactSet, Bloomberg, and data visualization tools; programming skills (Python, R, or SQL) a plus.
Excellent written and verbal communication skills.
Ability to manage multiple tasks in a fast-paced environment and meet tight deadlines.
Intellectual curiosity and a passion for markets and investing.
What We Offer:
Exposure to high-level strategic thinking and market analysis.
Opportunity to contribute to widely read and influential research publications.
Collaborative and intellectually stimulating work environment.
Career development and mentorship from experienced strategists.
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Biotechnology
New York, NY jobs
Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech companies.
Responsibilities will include:
Candidate should understand that the team is highly motivated to become top-ranked in the biotech industry
Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and consulting industry experts
Writing research reports for initiations of coverage, deep dive data analyses, competitive landscaping, and industry/ company news
Delving into intellectual property and following patent litigation concerning pharmaceuticals
Building and maintaining financial models and powerpoint decks
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Key Qualifications:
1-2+ years of experience in healthcare investment research required (sell side, buy side, investment banking, etc). Must be fully licensed.
Science background required; MD or PhD preferred
Motivated to rise in the sell-side industry in the long-term
Hard-working, attention to detail, team player
Sharp analytical skills in dissecting preclinical and clinical data
Deep understanding of, or experience with, drug development and the FDA-approval process for pharmacologic treatments is desirable
High proficiency in written/verbal communication
Can type >120 words per minute
Has experience writing quality sell side reports, producing powerpoints, and creating detailed financial models (e.g. functioning three-statement models, DCFs, market models, etc)
Experience building financial models using excel is a plus
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Cyber Software
New York, NY jobs
Jefferies is seeking an associate for its Software Equity Research team. The candidate will support the senior analyst in delivering extensive company and industry research, constructing detailed company and industry models, and marketing written research recommendations to clients and institutional salespeople.
Responsibilities will include:
Creation and maintenance of detailed company and industry models
Producing in-depth written research on individual companies and sector-wide trends
Development of relationships with industry contacts and company management teams
Communication of stock views and industry themes to institutional investors, salespeople, and other internal constituencies within Jefferies
Key qualifications:
Highly detail-oriented, intellectually curious, and willing to work long hours (and the occasional Sunday)
Passion for stocks, the market, and analyzing businesses
Excellent written communication skills
Self-motivated problem-solver
Fluency in accounting and financial statement analysis
At least two years of equity research experience, Software preferred
Securities licensing a plus (Series 7/63 and 86/87)
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Biotechnology
Boston, MA jobs
Responsibilities:
Conducting proprietary research evaluating biotech companies' therapeutic pipeline by analyzing scientific literature, attending medical conferences, and consulting industry experts
Writing research reports for initiations of coverage, analysis of data, deep dive in disease/ technology/ IP/ regulation/ policy, and industry/ company news
Building and maintaining financial models
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Candidate should understand that the team is highly motivated to become top-ranked in the biotech equity research
Qualifications:
~1+ years of biopharmaceutical investment research, consulting, or industry; prior experience in biopharmaceuticals equity research with full license is a plus
Motivated to rise in the sell-side industry in the long-term
Advanced degree (PhD/MD/ PharmD) in life sciences preferred, though not required; a strong academic track record is essential
Proficiency in written/verbal communication
Experience building financial models using excel a required on-the-job skill; prior experience is a plus
Motivated, hard-working, attention to detail, team player
Can type >120 words per minute
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - MedTech
New York jobs
Assemble and validate data on quality growth companies and conduct fundamental research and analyses on industry sectors, companies and securities at the direction of senior Research Analysts. Develop and/or update financial models and other statistical data for security analyses. Document findings and develop reports, presentation materials and educational tools for investment teams, clients and prospects.
Responsibilities include but may not be limited to:
Assemble and validate data on quality growth companies using internal and external data sources. Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives. Evaluate potential data sources and ensure data complies with firmwide data standards.
Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies. Conduct research using predefined parameters. Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns. Communicate findings to Research team and refine analyses based on team input.
Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.
Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives. Document contact points and information obtained to assist in analysis activities.
Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in targeted industry groups in order to generate new business activity.
Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.
Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor's Degree required; concentration in Finance or Accounting preferred
CFA, CPA, or technical designation preferred
Experience in healthcare (educationally or past employment) preferred
2 - 5 years of related investment research experience required
SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within first 180 days
Advanced conceptual and critical thinking skills
Advanced accounting and financial statement analysis skills
Proficiency in building computer generated financial models
Strong written and verbal communications skills, and the ability to convey complex financial information in an understandable manner to various audiences
Client service oriented
Ability to work independently in support of team goals
Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources
#LI-MW1
Auto-ApplyEquity Research Associate - FinTech
New York jobs
Assemble and validate data on quality growth companies and conduct fundamental research and analyses on industry sectors, companies and securities at the direction of senior Research Analysts. Develop and/or update financial models and other statistical data for security analyses. Document findings and develop reports, presentation materials and educational tools for investment teams, clients and prospects.
Responsibilities include but may not be limited to:
Assemble and validate data on quality growth companies using internal and external data sources. Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives. Evaluate potential data sources and ensure data complies with firmwide data standards.
Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies. Conduct research using predefined parameters. Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns. Communicate findings to Research team and refine analyses based on team input.
Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.
Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives. Document contact points and information obtained to assist in analysis activities.
Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in targeted industry groups in order to generate new business activity.
Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.
Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor's Degree required; concentration in Finance or Accounting preferred
CFA, CPA, or technical designation preferred
2 - 5 years of related investment research experience required
SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within first 180 days
Advanced conceptual and critical thinking skills
Advanced accounting and financial statement analysis skills
Proficiency in building computer generated financial models
Strong written and verbal communications skills, and the ability to convey complex financial information in an understandable manner to various audiences
Client service oriented
Ability to work independently in support of team goals
Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources
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