Associate Research

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