Responsibilities:

• Conduct detailed research and analysis of regional banks and related financial institutions, identifying key trends, risks and opportunities.
• Develop and maintain financial models, including income statements, balance sheets, and cash flow projections, to support investment decisions.
• Monitor the performance of current portfolio holdings and provide updates on industry developments and company-specific news.
• Generate investment ideas and recommendations based on thorough research and analysis, and present findings to the investment team.
• Collaborate closely with other analysts and portfolio managers, contributing to a culture of continuous learning and improvement
• Maintain up-to-date knowledge of industry trends, regulatory developments, and macroeconomic factors impacting the banking sector.

Qualifications:

• Bachelor’s or advanced degree in Finance, Accounting or a related field
• 2-5 years of experience in equity research, investment banking or a similar role, with a focus on regional banks
• Strong analytical and quantitative skills, with a solid understanding of financial statement analysis and valuation methodologies.
• Proficiency in financial modeling and experience using tools such as Bloomberg or Capital IQ.
• Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Highly organized, detail-oriented, and able to manage multiple projects and deadlines.
• A proactive, team-oriented mindset and the ability to work effectively in a fast-paced, collaborative environment.