Preferred Qualifications 1-5 years of experience in sell-side research (preferably on an A&D team), on the buy-side, investment banking, public accounting, consulting, or industry experience preferred Comfortable working 10+ hour workdays and some weekends Advanced understanding of financial modeling, experience building and maintaining 3-statement models Excellent written and verbal communication skills Eager to work in a fast-paced environment both independently and collaboratively CPA, or CFA a plus Demonstrated academic ability with a minimum 3.5 GPA Basic Qualifications Bachelor's Degree or higher from an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred Fully licensed with Series 7, 63, 86 & 87 preferred or expected to be completed within the first 12 months Work Location Currently, this role is expected to be in the NYC office at least 4 days per week. Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently Ability to write industry and company research reports, including all aspects of initiation reports Strong communication skills: particularly an ability to write efficiently and concisely Technical skills: Bloomberg and FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, shortcuts), and statistics (regression, variance, covariance, and correlations) Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming.