Associate Analyst – Consumer

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This role is open to candidates residing in New York City, Baltimore, MD or Washington DC.

Role Summary  

  • Role will provide fundamental research support to our Consumer analyst
  • The Associate Analyst program is a three-to-five-year structured program offering ongoing training and mentoring and is designed to develop future fundamental investment analysts 
  • Diverse responsibilities including collaboration with senior research analyst(s), extensive financial analysis, and company/industry related research projects
  • Opportunity to interact with public company C-suite executives, both in our offices and in the field 
  • Daily opportunity to learn directly from our senior investment professionals, providing fundamental equity research support while learning the necessary skills to become a successful institutional investor 
  • Expectation to provide investment insight and impact the investment process beyond just number crunching  
  • Competitive compensation with significant upside potential for high performers 
  • Exceptional performers have the potential to be promoted to Investment Analyst

Responsibilities

  • This is a talent development program. Typically, the Associate Analyst is assigned to one or two senior investment professionals to execute a variety of tasks, including those listed below.
  • Building/updating financial models
  • Assisting in quarterly earnings analysis and writing takeaway summaries
  • Attending conferences and meetings with management teams
  • Conducting various industry and thematic deep dives
  • Preliminary work on new investment ideas
  • Accomplished Associate Analysts may also have an opportunity to rate and recommend stocks after several years

Qualifications 

Required:

  • Bachelor's Degree with a strong academic record required AND
  • 1+ years relevant equity research, investment banking, or other relevant experience

Preferred:

  • Strong academic background and intellectual curiosity 
  • Highly motivated, confident self-starter, with ability to work independently and collaboratively in a performance-driven environment 
  • A demonstrated interest and passion for equity investing and financial markets 
  • Excellent verbal and written communication skills 
  • Strong Excel and financial modelling skills including previous experience building three-statement models  
  • Demonstrated ability to derive meaningful insights from in-depth research and analysis 
  • Progress toward the CFA designation; strong preference for candidates that have successfully completed at least Level 1 of the CFA designation 

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

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Common Interview Questions

  • Tell me about yourself.
  • Walk me through your resume.
  • How did you hear about this position?
  • Why do you want to work at this company?
  • Why do you want this job?
  • Why should we hire you?
  • What can you bring to the company?
  • What are your greatest strengths?
  • What do you consider to be your weaknesses?
  • What is your greatest professional achievement?
  • Tell me about a challenge or conflict you’ve faced at work, and how you dealt with it.
  • Tell me about a time you demonstrated leadership skills.
  • What’s a time you disagreed with a decision that was made at work?
  • Tell me about a time you made a mistake.
  • Tell me about a time you failed.
  • Why are you leaving your current job?
  • Why were you fired?
  • Why was there a gap in your employment?
  • Can you explain why you changed career paths?
  • What’s your current salary?
  • What do you like least about your job?
  • What are you looking for in a new position?
  • What type of work environment do you prefer?
  • What’s your work style?
  • What’s your management style?
  • How would your boss and coworkers describe you?
  • How do you deal with pressure or stressful situations?
  • What do you like to do outside of work?
  • Are you planning on having children?
  • How do you stay organized?
  • How do you prioritize your work?
  • What are you passionate about?
  • What motivates you?
  • What are your pet peeves?
  • How do you like to be managed?
  • Do you consider yourself successful?
  • Where do you see yourself in five years?
  • How do you plan to achieve your career goals?
  • What are your career aspirations?
  • What’s your dream job?
  • What other companies are you interviewing with?
  • What makes you unique?
  • What should I know that’s not on your resume?
  • What would your first few months look like in this role?
  • What are your salary expectations?
  • What do you think we could do better or differently?
  • When can you start?
  • Are you willing to relocate?
  • How many tennis balls can you fit into a limousine?
  • If you were an animal, which one would you want to be?
  • Sell me this pen.
  • Is there anything else you’d like us to know?
  • Do you have any questions for us?

Educational Qualification

Candidates Who Have Passed Graduate or its Equivalent from a Recognized Board or University Are Eligible For this recruitment. Kindly check the Official Notification for more qualification details. Notification Link Is Given Below.

Document Required

Required Documents for This recruitment: Candidate should have these documents before applying online. Candidates are suggested to read the official notification before applying.

  • Qualification certificate with mark sheets.
  • Passport size photographs.
  • Signature.

How to Apply

All the eligible candidates can apply for this job as mentioned below:

  • Read official notification carefully from the official website.
  • Read notification carefully before applying.
  • Fill the application form (link is given below).
  • Attach required documents and passport size photo with signature.
  • Then submit. Done.