Equity Research Associate

Victory Capital Management - San Francisco, CA

Full-time - Mid Level

San Francisco, CA

Administrative and Support Services

About the position

The Equity Research Associate position at Victory Capital Management is a full-time role focused on supporting the fundamental investment process within the Growth Team in San Francisco. This 2-year program, with potential for extension, involves collaboration with senior analysts and portfolio managers to analyze sectors, industries, and companies, ultimately preparing the associate for stock coverage responsibilities. The role emphasizes teamwork, technical skills, and effective communication, with regular interactions with portfolio managers and industry experts.

Responsibilities

• Collaborate with senior analysts to generate proprietary fundamental analysis of the sector, industry, and companies within coverage.
• Engage with top management of companies, industry experts, sell-side analysts, and colleagues.
• Participate in third-party research calls and perform channel checks.
• Analyze financial statements and develop projections.
• Prepare comparable company analysis.
• Write stock recommendation summaries.
• Assist in stock coverage including earnings calls and updating models.
• Monitor daily research news flow and industries.

Requirements

• Bachelor's degree.
• At least 2 years of full-time experience in investment banking or equity research post-college.
• Experience with financial concepts and accounting.
• Strong financial modeling skills.
• Mastery of Excel and proficiency with Factset and PowerPoint.

Nice-to-haves

• Passion for investing and the stock market.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Tuition reimbursement
• Paid time off
• 401(k) matching