Financial Associate I

Responsibilities

• Search for, analyze and collect company reported data from different filings and company reports (ex. SEC filings (K/Q’s, PRs), Supplemental Reports, etc.).
• Recapture company reported data from public company reports and templates into our financial models.
• Apply labels and annotations to financial data based on your specific research and understanding of accounting and/or finance principles.
• Lead/assist in the creation of multi-company datasets and reporting documents.
• Assist the Equity Research Team with specific projects as needed.

Qualifications

• Recently completed a post-secondary degree in accounting or finance.
• Have a good understanding of financial statements and accounting principles.
• Organizational skills  with ability to perform under pressure and meet time-sensitive deadlines.
• Commitment to task and attention to detail.
• Intense curiosity and ability to learn quickly.
• Strong PC skills specifically in Microsoft Excel and sourcing data from the internet.
• Ability to prioritize work and multi-task responsibilities.
• Good personal skills and the ability to work independently and collaborate effectively within a team environment.
• Interest in capital markets and financial modeling.
• Possesses a broad interest in subjects covering accounting, finance, commerce and/or technology.

Benefits & Perks

• Remote-friendly.
• Comprehensive medical and dental plans.
• Paid parental leave for all parents.
• Unlimited paid vacation, flexible work hours, and 10 observed paid holidays per year.
• Employer funded long-term disability.
• Award-winning culture with regular team-wide events designed to foster connections and promote creativity.
• Generous employee referral bonus program.
• The opportunity to attend peer-nominated quarterly DEI events.
• Working for a thriving, performance-based company that values promoting from within, career advancement and transparency.