UNKNOWN

ADAPTED_NOW

YEAR

Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/

<h3>Job Summary</h3><p>Join our dynamic team as part of a balanced investment management firm with over $1 billion in assets under management. Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies.</p><h3>Responsibilities</h3><ul><li>Develop expertise in sectors such as healthcare, technology, utilities, infrastructure, foreign, and value stocks.</li><li>Research and present new equity ideas that align with the firm's investment philosophy.</li><li>Participate in buy, sell, and hold discussions, including price points and recommendations.</li><li>Conduct relative and intrinsic (DCF) analysis using Bloomberg.</li><li>Engage with company representatives and industry experts.</li><li>Provide insights on macroeconomic effects and sector trends impacting various financial instruments.</li><li>Create content for blogs, quarterly newsletters, and other client communications.</li><li>Participate in asset allocation decisions and assist with bond research, particularly in the U.S. municipal market.</li><li>Support the portfolio management process tailored to each client.</li><li>Maintain relationships with client relationship managers and client services.</li></ul><h3>Required Qualifications</h3><ul><li>Bachelor's Degree with a concentration in Finance or Investment.</li><li>2-5 years of equity research experience.</li><li>Experience in personal security trading, equity, and/or bond analysis.</li><li>Ability to analyze business strategy, valuation, and financial statements.</li><li>Experience interacting with investor relations for financial securities.</li><li>Attention to detail, follow-up, and a sense of urgency.</li><li>Professionalism and a commitment to high ethical standards.</li><li>Proficiency with industry-focused information systems and applications.</li><li>Strong interpersonal and communication skills.</li><li>Ability to collaborate with team members and other departments.</li></ul><h3>Preferred Qualifications</h3><ul><li>CFA® Charter Member strongly preferred.</li><li>MBA from a top business school and a path towards a professional designation (CFA®, CFP®) preferred.</li><li>Experience with Bloomberg and other research systems is strongly preferred.</li></ul><h3>Compensation</h3><p>Annualized Salary: $80,000 - $137,917 plus performance-based incentives.</p> Benefits PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan.PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws. Equal Opportunity Employer (EEO) PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. Americans Disabilities Act (ADA) The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, andlifting upto 25 pounds, with or without reasonable accommodation. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ AI Recruiting Disclosure We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.

<p>For over 50 years, PEAK has excelled in providing comprehensive staffing and workforce solutions. We go beyond traditional staffing to offer a holistic, on-demand workforce model, addressing every facet of your workforce needs.</p>

PEAK Technical Staffing

Equity Research Analyst

Americans with Disabilities Act (ADA)

Analysis Skills

Artificial Intelligence (AI)

Asset Management

Blog

Business Analysis

Business Skills

Business Strategy

Chartered Financial Analyst (CFA)

Communication Skills

Content Development

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Detail Oriented

Equity Securities

Finance

Financial Analysis

Financial Statements

Flexible Spending Accounts

Healthcare

Industry/Trade Analysis

Interpersonal Skills

Investment Management

Investment Strategy

Investor Relations

Lift/Move 25 Pounds

Newsletter

Philosophy

Sales

Securities

Strategic Analysis

Team Player

Trading/Stockbroking

FEED

OTHER

Since its launch six years ago, the platform has originated over $350 million in loans, focusing on senior bridge lending across value-add industrial, multifamily, retail, mixed-use, and hospitality assets nationwide. This role reports directly to senior members of the originations team and works closely with investment, asset management, legal, and portfolio management professionals.

<div style="border:none;border-bottom:solid #1f3864 1pt;padding:0in 0in 1pt 0in"><p style="margin:12pt 0in 6pt;border:none;padding:0in;font-size:11pt;font-family:'arial' , sans-serif"><strong>About BEB Credit Management</strong></p></div><p style="margin:0in 0in 6pt;font-size:11pt;font-family:'arial' , sans-serif">BEB Credit Management is the private credit affiliate of BEB Capital. Since its launch six years ago, the platform has originated over $350 million in loans, focusing on senior bridge lending across value-add industrial, multifamily, retail, mixed-use, and hospitality assets nationwide. BEB is an active, entrepreneurial lender with a growing pipeline and a collaborative team environment.</p><div style="border:none;border-bottom:solid #1f3864 1pt;padding:0in 0in 1pt 0in"><p style="margin:12pt 0in 6pt;border:none;padding:0in;font-size:11pt;font-family:'arial' , sans-serif"><strong>Position Overview</strong></p></div><p style="margin:0in 0in 6pt;font-size:11pt;font-family:'arial' , sans-serif">BEB Credit Management is seeking an Analyst to support its private credit originations team. This role reports directly to senior members of the originations team and works closely with investment, asset management, legal, and portfolio management professionals. The Analyst will be involved throughout the full transaction life cycle—from initial underwriting and structuring through closing and post-close monitoring.</p><p style="margin:0in 0in 6pt;font-size:11pt;font-family:'arial' , sans-serif">This role offers meaningful exposure to the full deal lifecycle and a clear path toward a senior originations or credit role within the platform.</p><div style="border:none;border-bottom:solid #1f3864 1pt;padding:0in 0in 1pt 0in"><p style="margin:12pt 0in 6pt;border:none;padding:0in;font-size:11pt;font-family:'arial' , sans-serif"><strong>Essential Responsibilities</strong></p></div><ul style="margin-top:0in;margin-bottom:3pt"><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Support senior originators in all aspects of commercial real estate debt origination, including underwriting, due diligence coordination, and loan structuring</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Prepare detailed investment memoranda, credit write-ups, and committee presentation materials</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Conduct market research, financial analysis, and cash flow modeling to support deal sourcing and underwriting</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Maintain and update loan models for active portfolio positions</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Assist with borrower, broker, and sponsor interaction, including data requests and transaction execution</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Coordinate with internal teams (legal, asset management, portfolio management) to ensure smooth closings and ongoing loan monitoring</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Track deal pipeline activity and assist with portfolio reporting</li></ul>

Investment Jobs in Ithaca, NY

Resume Resources

Get noticed by top employers!

Investment Jobs in Ithaca, NY

Equity Research Analyst PEAK Technical Staffing

Analyst – Private Credit Originations BEB Credit Management, LLC

Resume Resources