Full-time Associates are placed based on their previous experience, current business demand and candidate preference. Associates do not have a formal program length; rather, they are hired into the organization to specialize in a specific sector and grow their career within Equity Research.
The Full-time Associate Program begins with training and development curriculum to equip you with the fundamental and professional skills you need to be successful. It includes course work in financial statement analysis, corporate finance and financial modeling in Excel, and a customized series of seminars presented by senior members of the department. Training in high-level writing, stock pitching and marketing will also be part of your development. You will have the opportunity to participate in training and study sessions to prepare you for the Series 7, 63, 86 and 87 exams. Studying for the CFA is strongly encouraged and supported by the Firm.Get to Know Our Recent Recruits
Equity Research is the best place to start a career in finance, in my view. You learn the hard skills of analyzing financial statements and building models, along with soft skills like developing a thesis and communicating it to the smart clients you interact with every day.