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

New York, New York, United States

Clear Street Logo
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

Equity Research
Financial Modeling
Valuation Analysis
Research Reports
Industry Analysis
Data Analysis
Excel

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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