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The analyst will become part of CFRA’s growing global fundamental equity research team, which produces independent equity research analysis on companies and industries.
The CFRA fundamental research team is structured by sector and has access to several proprietary and licensed analytical tools, including fundamental dashboards with all key fundamental metrics, standardized DCF models, forensic accounting diagnostic reports, and technical signals, for example.
CFRA research analysts conduct and publish fundamental equity research on publicly traded companies for our global client base, including institutional investors, wealth advisors, insurance companies, regulators, and professional service firms.
The analyst will conduct qualitative and quantitative research on valuation, financial performance, competitive industry positioning, quality of earnings, free cash flow expectations, and more. This work will culminate in the production of equity research reports, stock rating recommendations, sector and industry outlooks, and in-depth thematic equity research, while building and maintaining valuation models (DCF).
Key Responsibilities
Benefits:
CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.
On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.
The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.
Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.
Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.
The analyst will become part of CFRA’s growing global fundamental equity research team, which produces independent equity research analysis on companies and industries.
The CFRA fundamental research team is structured by sector and has access to several proprietary and licensed analytical tools, including fundamental dashboards with all key fundamental metrics, standardized DCF models, forensic accounting diagnostic reports, and technical signals, for example.
CFRA research analysts conduct and publish fundamental equity research on publicly traded companies for our global client base, including institutional investors, wealth advisors, insurance companies, regulators, and professional service firms.
The analyst will conduct qualitative and quantitative research on valuation, financial performance, competitive industry positioning, quality of earnings, free cash flow expectations, and more. This work will culminate in the production of equity research reports, stock rating recommendations, sector and industry outlooks, and in-depth thematic equity research, while building and maintaining valuation models (DCF).
Key Responsibilities
- Collaboration with the equity research team to produce and publish analysis on companies and industries.
- Provide Buy/Sell/Hold recommendations on a defined coverage universe.
- Publish stock reports, research notes, in-depth actionable thematic research, and industry research.
- Build and maintain valuation models and comparable company analysis to determine whether a company’s stock is overvalued or undervalued.
- Participate in external and internal webinars and live presentations.
- Experience and a passion for investing and financial markets.
- High intellectual curiosity and desire to continuously learn.
- Accomplished academic career.
- Equity research experience.
- Strong equity valuation analysis skills.
- Excellent communication skills, both written and verbal.
- Ability to meet deadlines and work both collaboratively and independently.
- Strong work ethic, attention to detail, and personal integrity.
- Interpersonal communication skills.
- Experience in a collaborative, team-based, results-oriented environment.
- Chinese and or Mandarin language skills are preferred
- Bachelor's Degree.
- CFA or CFA candidacy; MBA a plus.
- At least 3 years of equity research or comparable experience.
Benefits:
- 14 days of Vacation
- 14 Sick Days
- 1 paid volunteer day
- 18 Holidays a year
- Health, & Term Insurance
- Dental Benefit
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.
On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.
The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.
Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.
Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.
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