Janney Montgomery Scott

The Equity Research Associate conducts fundamental analysis on public and private companies in the Depository sector. This individual contributes to developing and publishing written investment recommendations for covered Research companies and the regulated financial institutions industry based on comprehensive research through various sources of information, including review of public SEC and company documents, regulatory filings, data from accessible databases, annual reports, trade journals, networking with industry contacts. In addition, interviews with senior management alongside Janney analysts and group conference calls with investors and bank management is a key source of the information process. This individual should focus on providing value-added research in support of an experienced Senior Analyst at Janney.

Responsibilities:

• Develop and maintain relationships with select company management in the Depository sector.
• Create and maintain earnings, valuation and industry models leveraging skills in accounting and finance.
• Research and write reports while responding to requests for data, information and calls from internal and external clients.
• Provide support to Research Analyst in the depository sector, including field research and company interviews.
• Keep abreast of industry-related news flow.
• Regularly interact with equity sales force.
• Financial modeling, writing industry and company reports
• Communicating investment ideas to institutional and retail sales, traders, and Janney clients of each of these colleagues.

Experience:

• Bachelor’s Degree required; finance, economics or accounting degree preferred but other majors with strong technical skills and accounting knowledge will be considered.
• 1-3 years of experience preferred but not required – recent college graduates will be considered.
• Direct experience with financial modeling, valuation, and forecasting is required.
• Strong understanding of accounting concepts is required, and MBA-CPA-CFA certifications are not.

Required Skills:

• Must have intellectual curiosity and a passion for research.
• Able to draft in-depth research reports as well as shorter maintenance notes.
• Possess advanced knowledge of Excel, Word and PowerPoint.
• Have a strong grasp of valuation concepts and residual income valuation models.
• Possess excellent communications skills.
• Knowledge of graphics software (PowerBI, Tableau, etc.), Blue Matrix, and Bloomberg is a plus.
• Able to sit for Series 7 and 63 and within 6 months from date of hire.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.