Overview As an FRG Associate, you work with Investment Professionals to deliver bottom-up fundamental research that informs investment decisions. You will research companies and industries, build financial models, and draft reports while engaging with management teams, sell-side firms, and industry experts. You will contribute to the investment process and grow your responsibilities over time in a collaborative environment. This role offers mentorship, exposure to a diverse coverage universe, and the chance to shape ideas that drive long-term investing success. You will operate within a culture that values belonging, integrity, and client focus.
Compensation / Benefits- competitive base salary
- annual performance bonus
- profitability bonus
- retirement plan with 15% employer contribution
- time-away and health benefits from day one
- flexible work options
Responsibilities- conduct bottom-up fundamental research to support investment ideas
- partner with Investment Professionals on coverage and idea generation
- monitor holdings and analyze companies and industries
- develop and maintain financial models and visualizations
- draft research reports and present insights
- facilitate meetings with management teams, sell-side firms, and industry experts
- contribute to the investment decision-making process
- collaborate with team members and adapt to increasing project complexity
- travel occasionally for research trips
Key requirements- 2+ years in equity research, investment banking, consulting, accounting or related field
- strong financial modeling and fundamental analysis skills
- experience with research tools, trade publications, regulatory filings, and data sources
- ability to generate insightful analysis from diverse information
- strong written and oral communication skills
- team-oriented and collaborative mindset
- openness to feedback and continuous learning
- bachelor's degree in finance, economics, STEM or a relevant field
- willingness to travel occasionally
- familiarity with programming languages (Python, SQL) and data visualization tools is a plus
- team collaboration
- curiosity and intellectual rigor
- effective communication
- financial modeling
- fundamental analysis
- data visualization
