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MKM Partners · 1 day ago

Equity Research Associate

Newport Beach, CA

Full-time

Onsite

New Grad, Entry Level

$80K/yr - $110K/yr

Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth companies and their investors. They are seeking an Equity Research Associate to conduct research, support clients, and analyze investment securities while preparing investment recommendations. This position requires working from their Newport Beach, CA office.

FinanceFinancial ExchangesFinancial Services

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 proficiencyResearch databasesAttention 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