Financial Services Analyst
3 weeks ago
About Sidoti & Company, LLC
We are a New York-based broker-dealer focused on providing institutional-quality equity research on publicly traded companies within the small- and micro-cap universe. Our clients include institutional investors seeking in-depth analysis and insights on these companies.
About the Role
As a Financial Services Analyst, you will:
· Develop a deep understanding of multiple sectors, particularly U.S. industrials
· Contribute to research reports, financial models, and ad-hoc analyses
· Prepare for and participate in earnings conference calls and our conferences
· Communicate with institutional clients, company management, and salespersons
Qualifications & Experience
For this role, we seek candidates who have a strong:
· Detail-oriented and self-starter nature, with excellent time management and organizational skills
· Interest in building a career in financial services and becoming a Wall Street Analyst following completion of the SIE, Series 7, 63, 86 (or CFA Level 2), and 87 exams
· Background in financial modeling (desired, but not required if you're a quick learner)
· Passion for the financial markets, client service, and thinking analytically
· Education, including a bachelor's degree in finance, accounting, or engineering
Compensation & Benefits
We offer a comprehensive benefits package, including sponsorship for FINRA licensing exams, a competitive starting salary, health insurance, generous time off totaling 18 days per year, and a flexible work-from-home policy with typical in-office requirement of 2-3 days per week following a training period which may entail a more traditional 4-5 days per week in office. Note we are only accepting applicants with prior authorization to work in the United States, and strongly prefer applicants with near-term or immediate start availability.
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