Financial Technology, Capital Markets, FinServ

Associate Associate - Equity Research

New York, NYHybridFull Time$100,000–$150,000 /yrPosted 1 day agoVisa sponsorship available

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Required skills

fundamental equity research
financial modeling
financial statements analysis
Excel
PowerPoint
FINRA SIE
Series 63
Series 86
Series 87
investment ideas

Nice to have

disruptive technology
artificial intelligence
machine learning
cloud infrastructure
cybersecurity
fintech

Role summary

Clear Street is seeking an equity research associate to join their team covering disruptive technology companies. The role involves building and utilizing financial models, writing research notes, performing industry and competitive analysis, and articulating investment ideas to internal and external clients. The ideal candidate will have at least three years of experience in fundamental equity research, advanced financial modeling skills, and relevant FINRA licenses. Exposure to disruptive technology sub-verticals like AI, cloud, cybersecurity, and fintech is highly preferred. This hybrid role requires a strong work ethic, intellectual curiosity, and excellent communication skills.

About Clear Street:

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

The Role:

Clear Street is seeking an equity research associate to join our dynamic equity research team covering disruptive technology companies. The associate will support the team covering a wide spectrum of disruptive technology sub-verticals, including artificial intelligence and machine learning, cloud and data infrastructure, cybersecurity, fintech and digital assets / blockchain / tokenization, autonomous systems and robotics.

The associate is a highly motivated individual who enjoys equity investing and capital markets. Research is a fast-paced environment, strong work ethic, intellectual curiosity and forward thinking are critical. The individual will become an industry expert conducting company and industry analysis. It involves monitoring company/industry news, dissecting earnings releases, updating financial models, analyzing industry data, writing research notes, articulating investment ideas to sales and traders, and meeting client requests.

Responsibilities:

Build, develop and utilize financial models to forecast a company’s financials.

Write company and sector research notes, and articulate the view to internal and external clients

Build and maintain relationships with Sales and Trading, industry experts and management team

Keep senior analysts informed of significant daily news and market developments.

Perform competitive analysis, industry tracking and valuation to form an opinion and support stock recommendations

Generate ideas for differentiated products.

Be a team player.

Occasional travel may be required

Qualifications & Skills:

The ideal candidate should possess the following skills and attributes:

At least three (3) years of professional experience of fundamental equity research; exposure in disruptive technology highly preferred.

Bachelor’s degree. Master/MBA is a plus.

Advanced knowledge in financial statements analysis and financial modeling skills

FINRA SIE, Series 63, Series 86, and Series 87 licenses required.

High level of financial modelling skills in Excel and PowerPoint, skilled in building and updating financial models and projections.

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.

Ability to multi-task and collaborate with teammates, as well as work independently.

Passion in equity investing.

We Offer:

The Base Salary Range for this role is $100,000 - $150,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity.

About Clear Street:

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets. #LI-Hybrid

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Associate Associate - Equity Research

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Required skills

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