What are the responsibilities and job description for the Equity Research Associate position at Johnson Investment Counsel?
Job Title :
Equity Research Associate
Date : November 2024
Department
Research
Reports To : Director of Research
FLSA Classification :
Exempt
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
Preferred education and experience
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.
