This role is central to maintaining and advancing a robust library of financial models used to deliver precise equity research insights. You will update and build detailed three-statement models following quarterly earnings releases, ensuring accuracy and consistency across sectors.
Key Responsibilities
- Revise and construct three-statement financial models for publicly traded companies based on latest financial disclosures
- Support model validation and peer review processes to uphold high analytical standards
- Contribute to enhancements in modeling frameworks, including sector-specific templates and comparative dashboards
- Deepen sector knowledge to inform modeling conventions and feature development
- Document standardized practices to promote modeling integrity and team scalability
- Assist senior analysts in delivering timely, accurate research to internal and external users
- Conduct targeted research and due diligence on companies and industries as needed
- Help onboard and train new research team members
Qualifications
Applicants should have at least two years in equity research, accounting, or financial modeling with strong Excel proficiency. You must be able to operate effectively in the PST timezone and demonstrate a track record of meeting deadlines with precision. Leadership experience, such as mentoring colleagues, is valued. Familiarity with CFA, CPA, or MBA coursework is an advantage. The ideal candidate thrives in a culture that prioritizes accuracy, technological fluency, and continuous improvement.
