Associate - Equity Research (Energy Transition, Industrials, Energy)

Clear Street10 months ago
New York, NY, United States
Hybrid
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale. We provide technology, tools, and service once reserved for the largest institutions, rebuilt on modern cloud-native infrastructure. For more information, visit https://clearstreet.io.

In this role, Clear Street is seeking an equity research associate to join our dynamic equity research team. The successful candidate will work closely with a senior analyst in the Energy and Industrials team covering companies across sectors like renewable energy, clean technologies, energy efficiency, alternative materials, power grid improvement infrastructure, conventional energy, and related industrial end markets. Key duties include drafting research reports and materials, performing valuation analysis, and monitoring industry trends.

Key Responsibilities

  • Develop and utilize financial models to support analyses, client communications, and investment recommendations.
  • Keep senior analysts informed of significant daily news and market developments.
  • Perform targeted industry and company research by conducting surveys, polling professionals, engaging with Key Opinion Leaders, and gathering primary data.
  • Contribute to the creation of in-depth research reports, including investment strategies, data interpretation, news updates, and initial coverage assessments.
  • Build and sustain professional relationships with company executives, industry experts, internal sales and trading teams, and institutional investors.
  • Occasional travel may be required.

Required Qualifications

  • At least two (2) years of fundamental equity research experience, including financial statement analysis and financial modeling skills.
  • Bachelor's degree required; MBA or other advanced degree preferred but not required.
  • Required licenses: FINRA SIE/Series 7, Series 63, Series 86, and Series 87.
  • Skilled in building and updating financial models and projections.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Outstanding written and verbal communication capabilities to clearly articulate ideas and investment theses.
  • Strong work ethic, resourcefulness, critical and creative thinking abilities.
  • Ability to excel in a dynamic, high-pressure, and deadline-oriented environment with exceptional attention to detail.

Benefits & Perks

  • Compensation: Base salary range of $125,000–$175,000 (placement within range based on experience, skills, and location). Note that this is the base salary only and does not include bonuses or equity.
  • Benefits: Competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental, and vision insurance.
  • In-office perks, effective January 2, 2023, include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.
  • A collaborative and diverse work environment that invests in employee success and promotes a high-performance culture.

Required Skills

Written and Verbal Communication
Financial Modeling
Attention to Detail
Microsoft Excel
Equity Research
Financial Statements Analysis
Microsoft PowerPoint