Research Associate Job at Stephens, Inc., Little Rock, AR

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  • Stephens, Inc.
  • Little Rock, AR

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Assist research analyst(s) in selecting and evaluating companies that are candidates for investment recommendations.
  • Assist analyst(s) in preparing reports, financial analyses, and forecasts on potentially promising investment ideas that may be included in various Research Department publications.
  • Travel, periodically, to visit the senior management members of companies who are potential candidates for Research Department coverage.
  • Disseminate information on publications of assigned companies which are distributed internally, to clients and to the public.
  • Communicate investment recommendations and updates on existing recommendations to sales professionals through oral presentations and assist them in communicating the recommendations to their clients.
  • Conduct financial modeling and analysis. Prepare earnings forecast, evaluate balance sheets and cash flow.
  • Valuation of equity securities.
  • Perform other duties as assigned by management.

EDUCATION AND/OR EXPERIENCE

  • Bachelor's degree required. Preferred degree fields include Business Administration, Finance, Economics, or Accounting.MBA preferred
  • 2+ years of experience in a finance and accounting and/or a research capacity preferred,
  • Equivalent combination of education and experience.

CERTIFICATIONS, LICENSES, REGISTRATIONS

Required to obtain registrations within 6 months of employment

  • SIE - Securities Industry Essentials
  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law
  • Series 86 and 87 - Research Analyst
  • CFA Desired

#LI-DNI Stephens, Inc.

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