Kbw Equity Research Associate Ii - Brokers, Asset Managers And Exchanges

Why StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let's talk about how you can find your place here at Stifel, where success meets success.What You'll Be DoingKBW is hiring for an Associate II on its Equity Research team covering Brokers, Asset Managers, and Exchanges.The candidate should have 1-4 years of relevant experience and will be responsible for providing information, data gathering, analysis, building and maintaining financial models, and organizational support to a senior level Research Analyst.
The candidate will need a solid understanding of the assigned sector and the ability to clearly state and defend the investment thesis for all stocks in the sector.
A strong foundation in financial and accounting knowledge, along with excellent writing and verbal skills, is essential.What We're Looking ForBuild and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.Formulate mathematical or simulation models, relating constants and variables, restrictions, and alternatives.Analyze management information to identify operational problems.Validate and test models, reformulating as necessary.Build and update comparable company sheets.Manage databases and electronic data services (e.g., Bloomberg, FactSet, Morningstar, Dealogic, Pregin).Clearly state and defend the Analyst's investment thesis and outlook for each stock covered.Respond to questions from institutional sales and clients regarding covered companies and industry data requests.Develop written reports with guidance from senior Research Analysts.Evaluate valuation methodologies for stocks and sectors.Support special projects for senior Research Analysts.Use all available resources to expand industry knowledge.Some travel may be required, including local, regional, and national trips.What You'll BringInductive ReasoningCritical ThinkingJudgment and Decision MakingTime ManagementOral and Written Communication SkillsKnowledge of Economics, Accounting, Finance, and Securities AnalysisEducation & ExperienceBachelor's degree required2-4 years of relevant industry experience or proven experience at the Associate I levelLicenses & CredentialsSIE, Series 86, Series 87 preferred but not requiredSystems & TechnologyProficiency in Microsoft Excel and PowerPointCompensation RangeSalary varies based on qualifications and competencies.
The total compensation package includes base salary, bonuses, health insurance, and other benefits.
For more details, visit Stifel Benefits.
Applications are accepted until the position is filled.About StifelFounded in 1962 by Harry Keefe, Jr., Gene Bruyette, and Norbert Woods, KBW has grown to become a leading expert in financial sub-sectors, focusing on regional banks and expanding into sales, trading, and research.
KBW is recognized for its top research in various financial sectors, including being #1 in several categories according to the 2024 Coalition Greenwich Survey.
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