Equity Research Associate – FinTech

• →Support coverage of FinTech companies and industry subsectors.
• →Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning.
• →Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources.
• →Analyze market, competitive, and regulatory trends that influence investment outlooks.
• →Author high-quality research reports, investment recommendations, and thematic pieces.

• Communicate investment ideas and research findings to institutional clients, internal stakeholders, and sales/trading teams.
• Prepare and present materials for client meetings, industry events, roadshows, and conferences.
• Serve as a point of contact for client inquiries and relationship management.

SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire).

• Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
• MBA or CFA designation (or candidacy) is a plus.

• 2–4 years of experience in equity research, investment banking, consulting, or asset management.

• Advanced proficiency in Excel and PowerPoint.
• Strong understanding of financial modeling, accounting, and valuation methodologies.
• Familiarity with industry data platforms and tools (e.g., Bloomberg, FactSet, Capital IQ).

• Exceptional written and verbal communication skills.
• Strong attention to detail and ability to synthesize complex data into actionable insights.
• Entrepreneurial mindset with a proactive, self-starter attitude.
• Ability to thrive in a fast-paced, high-performance culture.
• Strong interest in—and knowledge of—the FinTech ecosystem.