Osaic · 2 weeks ago
Ladenburg Thalmann & Co. Inc. - Equity Research Associate - Tech Sector
New York, NY
Full-time
Onsite
New Grad, Entry Level
$85K/yr - $95K/yrOsaic, a full-service investment bank, is seeking a Technology Sector Research Associate for their Equity Research Department in New York. The role involves supporting the research team in analyzing companies, building relationships with industry contacts, and preparing financial models and reports.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
Coordinate meetings and communicate with company management
Perform administrative support functions. Scheduling meetings and calls
Develop and update company-specific and industry financial models & reports
Interact with Ladenburg’s institutional sales force and investors
Other duties as assigned
Qualification
Required
Strong analytical, interpersonal, and communication skills
Exceptional verbal, written, and presentation skills
Ability and desire to work in a collaborative/team environment
Ability to work independently and manage critical tasks within strict timelines
Strong proficiency in MS Excel and PowerPoint
Bachelor's degree in finance, or related fields
FINRA licenses Series 7
Preferred
Experience with financial modeling and analysis is a major plus but a basic understanding of financial modeling is required
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
Founded in 2016
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
Private Banker International
2025-12-30
Company data provided by crunchbase