Join our Team

Our employees are the reason for our success and, as an employee-owned company, they
share in that success. We welcome you to explore the opportunities to join our team.

Institutional Equity Research Associate


The individual will be responsible for the day-to-day research and analysis of various companies, which will require clear presentations of their findings through written, verbal and electronic communications. The individual will need to be a high energy, highly efficient professional with the ability to perform at times under pressure.


  • Bachelor’s degree required – Finance, Accounting, and Economics or related field a plus.
  • Strong desire to work in investment industry.
  • 1-2 years comparable work experience a plus
  • Proven analytical and organizational skills.
  • Ability to work well within a team, as well as follow through on projects independently.
  • Must demonstrate proficiency with MS Office products (Word, Excel, and graphics) and the Internet.
  • Series 7/63/86/87 licenses or willingness to obtain a plus.
  • Strong communication, presentation and sales skills.
  • An interest in Financial Services, specifically REITs and Consumer Finance.


Support Research Analyst(s) in:

  • Format, edit and write research reports as directed by Senior Research Analysts.
  • Research market and industry trends and company specifics using trade magazines, local papers, government publications, and the Internet extensively.
  • Maintain and update data in models, and create tables and graphs that clearly illustrate the information.
  • Responsible for regional research distribution; both internally and externally.
  • Compile and publish Daily Research Notes, a daily highlight of new information on companies covered.

May assist Analyst(s) in:

  • Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.
  • Preparing reports, opinions, recommendations and statistical data for dissemination to firm clients and the investing public.
  • Answering inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups.
  • Posted: Mar 29, 2017

  • Location: New York, NY