Summary
Join Riley Financial as a Research Associate to contribute to the capital raising and business advisory needs of clients and partners. As a key member of the research department, you will be responsible for data collection, statistical studies, and research for individual companies and their securities.
Requirements
- Bachelors degree in Finance, Economics or related field
- 1-4 years experience in equity research, investment banking, or general finance
- Strong analytical skills and understanding of relevant financial, mathematical and accounting techniques
- Good verbal and written communication skills. Ability to express ideas effectively and fluently. Comfortable with client interaction. Ability to write clearly and concisely
- Strong proficiency in Microsoft Excel and PowerPoint
- Experience with Bloomberg a plus
- Ability to organize time well, set proper priorities, and handle multiple projects simultaneously
- SIE, 63, 86 and 87 licenses preferred
- CFA or working towards the designation preferred
Responsibilities
- Actively works to gain knowledge within the specified sector
- Performs general research duties for senior team members
- Monitors specific companies and informs analysts of important developments
- Participates in meetings and calls with clients on the stocks under coverage
- Responsible for filling information requests from clients and sales force regarding individual securities or industry groups
- Prepares draft research reports and briefs
- Responsible for the development and maintenance of models
- Participates in firm activities, committees or task forces and recruiting efforts as well as external/industry related events and organizations as appropriate
Benefits
- Competitive salaries
- Access to our 401(k) profit sharing retirement plan
- Paid holidays, vacation, and sick leave
- Voluntary group medical, dental, and vision insurance
- Company paid life and disability coverage
