Craig-Hallum
Equity Research Associate – Sell-side Equity Research
Craig-Hallum Capital Group is seeking a qualified candidate as a sell-side Equity Research Associate to join our Minneapolis team, within the technology sector. The successful candidate will work directly with the Senior Research Analyst on many aspects of the research process including building and updating financial models, performing financial analysis and due diligence, writing investment-driven research reports, developing and fielding industry surveys, and other types of industry analyses and competitive assessments. The associate will have broad exposure to company management, investor conferences, and the process that is involved in making investment recommendations. Ideally and just as important, candidates would also be highly motivated and passionate about stocks, and also very interested learning about new industries, companies, and the above listed sector. Keen attention to detail and the desire to excel are critical character traits of a successful candidate.
Key Responsibilities
Build and update financial models, including income statements, balance sheets, cash flow statements, and forecast growth and profitability opportunities.
Conduct competitive analysis, market research, and company research, using financial statements and industry data.
Perform valuation analysis such as discounted cash flow, dividend discount models, and other metrics like earnings, sales, and cash flow.
Assist Senior Analyst with compiling and evaluating all relevant research and information on equity investment ideas and their competitors.
Mention relevant sources including company filings, management meetings, financial news, and government/industry data.
Maintain and ensure accuracy of financial models, analyses, and archives.
Provide earnings conference call summaries and disseminate information internally.
Minimum Qualifications
Strong academic credentials.
Bachelor's Degree in Finance, Accounting, Economics or related field.
Demonstrated proficiency and experience in financial and ratio analysis.
Excellent quantitative and analytical skills.
Advanced computer skills using Microsoft Office, with particular expertise in Excel & Word.
Strong verbal and writing skills.
Desired Qualifications
2+ years of related investment experience or work in the finance industry.
Knowledge of and experience using Factset and Bloomberg.
Demonstrated knowledge of financial markets.
Ability to aggregate and interpret large data sets via web research and other research tools.
Knowledge, interest or background in the technology sector; enrollment in the CFA program; and/or FINRA licensing are strong pluses.
About Us Craig-Hallum is a research driven, 90+ person national institutional investment banking firm based in Minneapolis. We have 19 senior research analysts covering approximately 300 small- and mid‑cap stocks in the technology, healthcare, industrial and consumer industries.
#J-18808-Ljbffr
Key Responsibilities
Build and update financial models, including income statements, balance sheets, cash flow statements, and forecast growth and profitability opportunities.
Conduct competitive analysis, market research, and company research, using financial statements and industry data.
Perform valuation analysis such as discounted cash flow, dividend discount models, and other metrics like earnings, sales, and cash flow.
Assist Senior Analyst with compiling and evaluating all relevant research and information on equity investment ideas and their competitors.
Mention relevant sources including company filings, management meetings, financial news, and government/industry data.
Maintain and ensure accuracy of financial models, analyses, and archives.
Provide earnings conference call summaries and disseminate information internally.
Minimum Qualifications
Strong academic credentials.
Bachelor's Degree in Finance, Accounting, Economics or related field.
Demonstrated proficiency and experience in financial and ratio analysis.
Excellent quantitative and analytical skills.
Advanced computer skills using Microsoft Office, with particular expertise in Excel & Word.
Strong verbal and writing skills.
Desired Qualifications
2+ years of related investment experience or work in the finance industry.
Knowledge of and experience using Factset and Bloomberg.
Demonstrated knowledge of financial markets.
Ability to aggregate and interpret large data sets via web research and other research tools.
Knowledge, interest or background in the technology sector; enrollment in the CFA program; and/or FINRA licensing are strong pluses.
About Us Craig-Hallum is a research driven, 90+ person national institutional investment banking firm based in Minneapolis. We have 19 senior research analysts covering approximately 300 small- and mid‑cap stocks in the technology, healthcare, industrial and consumer industries.
#J-18808-Ljbffr