Primary Responsibilities
• Create and maintain financial and industry models, leveraging skills in accounting, finance, and economics
• Translate company, industry, consumer, and market or alternative data into insightful research reports with clear investment debates, differentiated conclusions, and actionable stock calls
• Develop and maintain relationships with management of companies under coverage, industry specialists, and other key leaders of opinion
• Engage with institutional investors by responding to in-depth questions, addressing bespoke requests, and helping communicate the team’s highest-conviction views
• Support internal sales and trading teams with timely analysis of sector breaking news
• Adopt and apply AI-enabled research tools judiciously to accelerate information gathering, model maintenance, data analysis, and workflow execution while maintaining analytical rigor, source verification, and quality control
• Conduct industry diligence and primary research through surveys, expert conference calls, and channel checks to evaluate industry trends
• Collaborate with cross-functional teams to produce larger industry reports