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Stock Market Research Associate, M & A Advisory

Executive Alliance

Executive Alliance is pleased to represent our client who are a New York-based global strategic advisory for mergers and acquisitions that deliver shareholder intelligence, strategic advice and proxy solicitation services to the world’s leading corporations and investors.

They are seeking a Stock Market Research Associate, Equity Markets to support their analysts, clients and management team.

NOTE: This is a remote role requiring the ideal candidate to be accessible to the greater New York City Metropolitan area.

NO C2Cs, agencies, international or out of area candidates, please.

Overview

As a Stock Market Research Associate you’ll work closely with senior Stock Market Analysts to analyze equity markets and client companies’ stock market trading /stock ownership data. You’ll support the Stock Market Analyst team to provide in-depth reports explaining stock ownership changes, trading volumes and other market activity. Your advanced data analysis and programming skills will enable you to contribute to insights used by C-Suite executives to make actionable decisions.

Requirements

Bachelor’s degree or equivalent in Finance, Economics, Statistics or related field

Understanding of the stock market, financial instruments and the investment process

Understanding of stock valuation methods

Ability to analyze large, complex and dynamic data sets

Strong organizational and time management skills

Attention to detail

Self-direction and initiative

Ability to manage multiple projects and multiple project team requests

Strong written and oral business communications skills

Ability to work as a collaborative team member

Advanced-level MS Office skills, including PowerPoint and Excel

U.S. employment authorization without current or future need for sponsorship

Other helpful background

Experience using platforms/languages such as Tableau, VBA, SQL or Python

Related internship, industry or academic experience

Experience working with financial data from sources such as Bloomberg and FactSet

CFA charter or enrollment in CFA program

Familiarity with option trading

Technical analysis

Accountabilities

Build and maintain databases of institutional investors

Import client shareholder and settlement data

Summarize market developments

Analyze investor buying and selling activity to support client investor relations initiatives

Analyze settlement activity to derive institutional buyers and sellers of shares

Generate research updates, analytical reports and client presentations

Location: United States

Posted: Sept. 1, 2024, 7:08 a.m.

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