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 sound• 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