- Bachelor's Degree
- Master's Degree
- FINRA License
- Microsoft Office
- Chartered Financial Analyst
- Analysis Skills
- Paid Time Off
- Health Insurance
- Vision Insurance
- Disability Insurance
- Dental Insurance
Research Associate – Arlington, VA
B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research and sales and trading to corporate, institutional and high net worth individual clients. Investment banking services include initial, secondary and follow-on offerings, institutional private placements and merger and acquisitions advisory services, and corporate restructuring. The firm is nationally recognized for its highly ranked proprietary equity research. Additionally, B. Riley FBR benefits from unique access to the platform of B. Riley Financial, a publicly traded diversified provider of financial and business advisory services. The firm has a long standing and highly regarded financial institutions practice on Wall Street.
We are seeking a full-time Research Associate immediately to work in our Arlington, Virginia office within the Financial Institutions Group.
The Research Associate is responsible, under direct supervision, for data collection, statistical studies, and research for individual companies and their securities, within their specified industry. The role of the Research Associate is to develop the techniques and skills necessary for investment analysis and research of securities.
Duties of this position include, but are not limited to the following:
Actively works to gain knowledge within the specified sector. Performs general research duties for senior team members. Monitors specific companies and informs analysts of important developments.
Participates in meetings and calls with clients on the stocks under coverage. Responsible for filling information requests from clients and sales force regarding individual securities or industry groups.
Prepares draft research reports and briefs.
Responsible for the development and maintenance of models.
Participates in firm activities, committees or task forces and recruiting efforts as well as external/industry related events and organizations as appropriate.
Education, Experience, and Skills:
Bachelors degree in Finance, Economics or related field. MBA a plus.
1-4 years experience in equity research, investment banking, or general finance.
Strong analytical skills and understanding of relevant financial, mathematical and accounting techniques.
Good verbal and written communication skills. Ability to express ideas effectively and fluently. Comfortable with client interaction. Ability to write clearly and concisely.
Strong proficiency in Microsoft Excel and PowerPoint.
Experience with Bloomberg a plus.
Ability to organize time well, set proper priorities, and handle multiple projects simultaneously.
SIE, Series 7, 63, 86 and 87 licenses preferred.
CFA or working towards the designation preferred.
B. Riley Financial, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.
0-4 years experience in equity research, investment banking, or general finance. MBA and CFA or working towards the designation is a plus.
Bachelors or better in Finance or related field
Licenses & Certifications
Sec Industry Essentials
Series 63 License
Series 7 License - GS
Series 86/87 License - RS
Series 86/87 License - RS
Functional Expert: Considered a thought leader on a subject
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization