POSITION DESCRIPTION
Equity Research Associate
Summary / objective of position:
To provide equity research support to the Research Department, collecting relevant financial information and assisting product managers and analysts in security selection and portfolio management.
Essential functions of position:
- Provide support to equity research analysts and product managers
- Monitor daily news reports relevant to fund holdings and monitor list stocks
- Maintain spreadsheets of key fundamental data and portfolio characteristics
- Analyze performance attribution, evaluate return/risk characteristics, perform peer comparisons
- Assist research analysts in expanding their coverage list and provide analytical support
- Produce introductory reports that describe companies, basic fundamental and valuation data
- Perform project work collecting third-party information and conducting data analysis
- Help to produce research presentations and publications for internal and external use
- Promote and maintain frequent interaction with product managers and analysts
- Work on special projects as directed by the Director of Research
- Develop skill set and experience necessary to become a research analyst
- Leverage AI tools to accelerate and improve research processes
Preferred education and experience
- Four-year degree in Finance/Economics or related field
- 0-3 years of investment research or related experience
- Demonstrate commitment to achieving CFA designation
- Excellent communication skills, both written and oral
- Good organizational skills
- Demonstrates initiative and ability to work both independently and in a team environment
- Proficient in Microsoft Office
- Prior experience with FactSet, Bloomberg, or Advent a plus
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
