Bachelor’s Degree with a strong academic background AND 1-2 years relevant work experience (healthcare services research or banking experience preferred)
Strong Excel and financial modelling skills including previous experience building three-statement models
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
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

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

financial analysisfinancial modelingthree-statement modelsequity researchdata analysis

collaborationself-starterindependent workteamworkcommunication

CFA Level 1