Equity Research Associate, Product Management
Current- Host the Equity Research Morning Call and co-lead production of the daily morning note that's circulated both internally and to our institutional client base
- Serve as a supporting member of the Research Review Committee to review all pertinent research (rating changes, signature research, initiations) and ensure best practices are employed and quality/theses are logical and.
- Compile recent equity research content, as well as author Macro section, into consolidated product to distribute to Sales & Trading and external clients weekly
- Work alongside senior and junior equity analysts on idea generation and content structure to further enhance research product
- Leverage Bloomberg and Factset to monitor trading performance, valuations, and price targets across top pick companies to ensure equity analysts action accordingly