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Analyst/Associate – Equity Research with North American Banks Research, covering 40+ banks across US/Canada.

Excel in financial modeling, economic analysis, and research report writing for a fast‑paced industry future.

Title

Analyst / Associate: Equity Research, North American Banks

Location

New York, NY

Description

The North American Banks Research team covers 40+ stocks across the US and Canada with over $4 trillion in market capitalization, including US large- and mid-cap banks, Canadian banks, and M&A boutiques. The team is looking for someone with intellectual curiosity and the aptitude to ramp quickly in a fast‑evolving banking sector, undergoing secular shifts tied to stablecoins and digital assets, AI, and a shifting regulatory backdrop.

The ideal candidate will have 2–4 years of experience, preferably at a bank in financial reporting or on the sell‑side covering banking or financial services.

This role provides an opportunity to work with top‑ranked analysts across all aspects of the research process—from idea generation to company meetings, and plays a critical role in financial modeling, qualitative analysis, and writing research reports.

Responsibilities

Conducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments
Attends to day‑to‑day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data
Assists with the preparation of associated financial models and written reports
Perform complex financial modeling & valuation work
Write regular industry and company reports and company launch initiations from scratch
Develop databases integral to our research product
Demonstrate strong industry knowledge and business judgment
Work with Senior Analysts to develop key industry themes
Build relationships and facilitate information flow with contacts at covered companies
Participate and contribute to client meetings and events
Attend meetings and interact with key opinion leaders
Closely follow and understand market, industry and company specific activity
Seek out new, unusual sources of information
Interact regularly with clients

Qualifications

Bachelor’s Degree or equivalent years of experience, CFA preferred
2-4 years of experience focusing in equity research, buy side experience or investment banking experience
Strong writing and modeling skills. Must be an expert at MS Word and MS Excel, using AI tools
Must be able to thrive in a fast‑paced and intense environment.
Must have excellent communications skills, written and verbal
Must enjoy following the stock market and doing desktop and field research
Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
Must have strong attention to detail, ability to multi‑task
Must work well in a collaborative team environment

Shift

1st shift (United States of America)