Equity Research Associate jobs in United States
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ROTH Capital Partners · 12 hours ago

Equity Research Associate

positionNewport Beach, CA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$80K/yr - $110K/yr

ROTH Capital Partners is looking to add an Equity Research Associate to their Sustainability team. The role involves research, client support, and data collection, with a focus on analyzing investment securities and preparing investment recommendations.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Search, collect, consolidate and interpret company and industry data
Develop and maintain financial models, market monitoring systems, and databases
Prepare portions or more of research reports, notes and briefs
Communicate and handle information requests
Meet with management teams of issuers, conduct onsite visits, and attend industry conferences
Provide administrative support as required
Other responsibilities as assigned

Qualification

CFA Level 3Securities Industry EssentialsSeries 8687 examsFinancial modelingBloomberg experienceAnalytical skillsClient interactionMS Office proficiencyWritten communicationAttention to detail

Required

CFA Level 3
Securities Industry Essentials (SIE) exam and the Series 86 and 87 exams
Bachelor's Degree is required
Excellent analytical skills and understanding of relevant financial and accounting techniques
Ability to express ideas effectively and fluently. Comfortable with client interaction
Ability to write clearly and concisely
Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail
Knowledge of spreadsheets, presentation software and research databases. Strong proficiency in MS Office, Excel, PowerPoint, and software applications
Flexibility to work long hours
Self-motivated, organized, strong attention to detail, and willing to work within a flexible schedule

Preferred

Bloomberg experience is considered an asset

Benefits

Annual discretionary bonus

Company

ROTH Capital Partners

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ROTH Capital Partners is an investment banking firm dedicated to the small-cap public market.
dateFounded in 1984
location
Newport Beach, California, USA
people-size201-500 employees
web-link
http://www.roth.com

H1B Sponsorship

ROTH Capital Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2021 (3)

Funding

Current Stage
Growth Stage

Leadership Team

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James Antonopoulos
Managing Director, Head of Healthcare Investment Banking
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Patrick Hearns
Managing Director and Co-Director of Research
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