Fanning Personnel - Boston, MA

posted 14 days ago

Full-time - Mid Level
Boston, MA

About the position

The Senior Equity Research Associate will be responsible for conducting in-depth fundamental equity research to identify investment opportunities for a prestigious Boston asset management firm. This role involves analyzing business fundamentals, modeling financial statements, and generating investment ideas across various sectors and countries.

Responsibilities

  • Research business fundamentals and competitive positioning
  • Model company financial statements and future forecasts
  • Develop global expertise
  • Research various sectors and develop recommendations
  • Generate new investment ideas
  • Write research reports
  • Converse with company management
  • Work closely with portfolio management teams

Requirements

  • Bachelor's degree with 2-5 years of experience
  • Strong financial modeling and Excel skills
  • Demonstrated interest in conducting in-depth company research
  • Exceptional written and verbal communication skills

Nice-to-haves

  • MBA and/or CFA
  • Willingness to travel, both domestic and international
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