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127 Public Square Cleveland Ohio 44114
This individual will work closely with senior research professionals to assist in preparing and executing analyses of industry groups individual companies and their securities.
ESSENTIAL JOB FUNCTIONS:
Collecting evaluating and applying statistical and financial data on the economy and financial markets specifically with respect to researching common stocks within specific industries.
Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.
Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.
Preparing reports opinions recommendations and statistical data including assisting in financial statement modeling for use in the formulation of the investment policies and/or recommendations of the firm.
Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.
Preparing and disseminating special studies models forecasts and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
Maintaining company databases using spreadsheet and database software.
REQUIRED QUALIFICATIONS:
Qualified candidates will possess a Bachelors degree in business with a focus in accounting or finance. Successful candidates will have completed no less than 3 senior level accounting and/or financial analysis courses. Grade point average above 3.5 preferred. In addition at least one year of experience in an analytical or financial role required. Strong oral and written communication skills research skills and the ability to organize analyze and interpret data as well as proficiency with Microsoft Excel and Access also required. In addition this individual must possess the ability to synthesize data and articulate findings through excellent presentation skills.
Employee will operate office equipment secure supplies and files communicate with customers and/or other employees and will be expected to move about the office location. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting and carrying of supplies files etc.; the ability to speak and hear customers and/or other employees via phone or in person; body motor skills sufficient to enable incumbent to move from one office location to another.
This individual will work closely with the senior research professionals to assist in preparing and executing analyses of companies.
Essential Job Functions:
Collecting evaluating and applying statistical and financial data on the economy and financial markets specifically with respect to researching common stocks within specific industries.
Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.
Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.
Preparing reports opinions recommendations and statistical data including assisting in financial statement modeling for use in the formulation of the investment policies and/or recommendations of the firm.
Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.
Preparing and disseminating special studies models forecasts and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
Maintaining company databases using spreadsheet and database software.
Required Qualifications:
Qualified candidates will possess a bachelors degree (preferred focus in business accounting or finance)
Completed no less than 3 senior level accounting and/or financial analysis courses.
One year of experience in an analytical or financial role
Corporate financial modeling experience
Strong oral and written communication skills research skills and the ability to organize analyze and interpret data as well as proficiency with Microsoft Excel and Access also required.
Clear interest in financial markets
Ability to synthesize data and articulate findings through excellent presentation skills.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
Required Experience:
Senior IC
Full-Time