What You'll Be Doing
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
What We're Looking For
- Conduct propriety research and due diligence on companies in the biotech sector, using internal and external sources to convey a strong understanding of covered companies and their competitive landscapes.
- Develop written product with modest direction from the senior level Research Analyst regarding initiation of coverage reports, company news, and industry events.
- Build and maintain Excel-based financial models, including income statements, balance sheets, and cash flow statements, as well as perform multiple valuation methodologies for covered companies.
- Clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
- Respond to basic questions from institutional sales and clients regarding covered companies, industry trends, and data requests.
- Meet the special projects demands of the senior level Research Analyst.
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
What You'll Bring
- Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
- Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
- Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
- Science Background or Interest in the Biotech Field - Some education in relevant science fields, background in biotech or prior experience in drug development.
Education & Experience
- Minimum Required: Bachelor's degree
- Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
Licenses & Credentials
- Minimum Required: SIE, FINRA Series 86, and 87 expected to be obtained upon hire
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation RangeSalary: USD $110,000.00/Yr. - USD $175,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
