Associate - Equity Research (Energy Transition, Industrials, Energy) at Clear Street

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Energy Transition, Industrials, Renewable Energy, Clean TechnologyIndustries

Requirements

At least two (2) years of fundamental equity research experience including financial statements analysis experience, and financial modeling skills
Bachelor’s degree required, MBA or other advanced degree preferred but not required
FINRA SIE/Series 7, Series 63, Series 86, and Series 87 licenses are required
Skilled in building and updating financial models and projections
Microsoft Excel and PowerPoint spreadsheet proficiency
Outstanding written and verbal communication capabilities to articulate ideas and investment theses
Exhibits a strong work ethic, resourcefulness, and both critical and creative thinking abilities
Able to excel in a dynamic, high-pressure, and deadline-oriented setting
Demonstrates exceptional attention to detail and a commitment to high-quality work
Strong attention to detail and organization skills, ability to complete tasks in a timely manner and be able to work collaboratively with senior analyst

Responsibilities

Develop and utilize financial models to support analyses, client communications, and investment recommendations
Keep senior analysts informed of significant daily news and market developments
Perform targeted industry and company research by conducting surveys, polling professionals, engaging with Key Opinion Leaders, and gathering primary data for research purposes
Contribute to the creation of in-depth research reports, including investment strategies, data interpretation, industry or company news updates, and initial coverage assessments
As associates progress, they will build and sustain professional relationships with company executives, industry experts, internal sales and trading teams, and institutional investors
Occasional travel may be required
Drafting and assisting in the production and creation of research reports and other materials for internal and external distribution
Analyzing company and industry data for use in written reports and financial models
Valuation analysis on covered companies
Monitoring industry trends and dynamics

Skills

Key technologies and capabilities for this role

Equity ResearchFinancial ModelingValuation AnalysisResearch ReportsIndustry AnalysisData AnalysisExcel

Questions & Answers

Common questions about this position

What qualifications and experience are required for the Equity Research Associate role?

Candidates need at least two years of fundamental equity research experience including financial statements analysis and financial modeling skills, plus a Bachelor’s degree (MBA or advanced degree preferred). FINRA licenses such as SIE/Series 7 and Series 63 are also required.

What are the main responsibilities of the Equity Research Associate?

Responsibilities include developing financial models, keeping senior analysts informed of news and market developments, performing industry and company research, contributing to research reports, building professional relationships, and occasional travel.

Is remote work available for this position?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What skills make a strong candidate for this associate position?

Strong candidates have strong attention to detail, organization skills, ability to complete tasks timely, and the capacity to work collaboratively with a senior analyst, along with the required experience in equity research and financial modeling.

Clear Street

Provides prime brokerage and trading services

About Clear Street

Clear Street provides a unified platform for trading various financial products, including equities and options, across major markets. Their services focus on prime brokerage, which encompasses trade execution, financing, clearing, and custody, helping clients manage their trading activities effectively. The platform is cloud-based and API-first, allowing for easy integration with other systems and scalability for users. This setup enables clients to concentrate on trading rather than technical complexities. Clear Street differentiates itself with competitive pricing and a flexible approach, catering to both individual investors and large institutions. The company's goal is to enhance the infrastructure of capital markets, making trading more efficient and accessible.

New York City, New YorkHeadquarters

2018Year Founded

$457.2MTotal Funding

SERIES_BCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Company equity

401k matching

Parental leave

Full medical, dental & vision insurance

Lunch stipends

Fully stocked kitchens

Happy hours

Risks

Increased competition in cloud-native brokerage could pressure Clear Street's market share.

Regulatory changes in Europe may impose additional compliance costs for Clear Street.

Cryptocurrency market volatility could impact Clear Street's BTC yield strategies.

Differentiation

Clear Street offers a cloud-native clearing and custody system for capital markets.

The company provides a unified platform for trading equities and options globally.

Clear Street's API-first approach allows seamless integration with other software systems.

Upsides

Clear Street's UK expansion opens access to European markets and new revenue streams.

Winning top awards in technology and client service enhances Clear Street's market reputation.

Investment in Databento boosts Clear Street's access to advanced market data solutions.

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