Summary of the Job
In this role, you will lead research coverage on a specific industry sector, delivering insightful investment research to institutional clients. You will be responsible for building valuation models, authoring reports, and providing actionable recommendations to the firm’s clients. By fostering deep relationships with corporate management teams and buy‑side investors, you will play a role in elevating the firm's research platform and the overall equities business.
About This Role
- Coverage: Develop and direct research for a universe of 15‑20+ public companies, analyzing earnings reports, industry trends, and SEC filings.
- Modeling & Valuation: Build and maintain in‑depth, comprehensive financial models and industry databases to establish ratings and price targets.
- Report Generation: Write regular research notes, deep‑dive industry primers, and formal initiations of coverage for internal sales and institutional clients.
- Client Communication: Recommend ideas to institutional investors and the firm’s internal sales team.
- Corporate Access: Develop and maintain strong relationships with C‑suite executives and Investor Relations teams at covered companies.
The Ideal Candidate for This Role
- Strong accounting, finance, and business communication skills.
- High level of proficiency in Excel and other Office products.
- Ability to perform multiple tasks independently and work within a team.
- Strong organizational skills, attention to detail, and the ability to meet deadlines in a fast‑paced environment.
Minimum Qualifications
- Required: Experience in sell‑side or buy‑side equity research.
- Licenses: FINRA SIE, 7, 63, 86, and 87.
- Education: B.A. preferably in Accounting, Economics or Finance.
- Desired: MBA or CFA. Candidates with Technology, Consumer, Industrials and Special Situations experience are preferred; additional sectors may be considered.
- Must possess unrestricted work authorization and not require future sponsorship.
Work Environment
The incumbent will work onsite at the posted location. The environment fosters innovation, mentorship, and collaboration, supporting professional growth.
Compensation and Benefits Overview
- Competitive salary.
- Medical, Dental, Vision Insurance.
- 401(k) with matching contributions.
- Paid time off.
- Health Savings Account (HSA) / Dependent Care.
- Employee banking, growth opportunities, tuition assistance.
- Short‑Term/Long‑Term Disability Insurance.
Equal Opportunity & Belonging
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
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