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Equity Research Associate – Financial Services Group
Piper Sandler. Work in partnership with the senior analyst to conduct extensive company and industry research .
Posted 4/3/2026full-timeGreenwich • Connecticut, New York • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $125,000 per yearWebsite
About the role
Key responsibilities & impact- Work in partnership with the senior analyst to conduct extensive company and industry research
- Create financial models and valuation analyses
- Write company reports, industry reports, and develop investment recommendations
- Form relationships with company management teams through meetings, calls, roadshows, etc.
- Make company visits and attend industry conferences
Requirements
What you’ll need- At least one year of Equity Research or Investment Banking experience preferred
- Financial Services industry background preferred (Banking, Fintech, Payments, etc.)
- Bachelor’s degree in Accounting, Finance, or Economics required
- Strong financial modeling experience required
- Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain)
- Progress towards CFA a plus
Benefits
Comp & perks- Annual incentive compensation
- Health insurance
- Employee well-being programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Hard Skills & Tools
financial modelingvaluation analysiscompany reports writingindustry reports writinginvestment recommendations
Soft Skills
relationship buildingcommunicationcollaboration
Certifications
Securities Industry EssentialsSeries 86Series 87CFA