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Cleveland Research

Independent research firm delivering market insights

Equity Research Associate

Full-Time
No salary listed
Entry
Bachelor's
Cleveland, OH, USA
In PersonFull-time, on-site presence at the downtown Cleveland office is required.
Finance & BankingEquity & Credit Research

About the job

Requirements
  • A graduate or undergraduate business degree.
  • Entry-level experience in a finance, accounting, or consulting-related field.
  • Strong work ethic and interest in learning the equity research industry.
  • Well-developed analytical skills with the ability to master complex tasks and multitask with minimal supervision.
  • Outstanding time management with excellent communication and writing skills.
  • Full-time, on-site presence at the downtown Cleveland office is required.
Responsibilities
  • Develop and maintain relationships with industry sources.
  • Become an expert on the assigned sector and covered companies.
  • Attend industry events to gain an in-depth understanding of the sector.
  • Gather and analyze proprietary market research.
  • Build and update financial models for each company.
  • Compile and analyze macroeconomic and industry data.
  • Interact and share conviction with the internal sales force.
  • Assist in producing written reports for institutional money manager clients.
  • Complete classroom-style training and job-shadow experiences.
  • Become certified with the Financial Industry Regulatory Authority after passing the Securities Industry Essentials, Series 7, Series 63, Series 86, and Series 87 examinations.
  • Travel to visit institutional money manager clients.

About the company

Cleveland Research is an independent research firm that delivers equity and market research plus advisory services to help clients stay ahead of industry trends and make informed investment and business decisions. It operates through regular, in-depth research cycles across technology, consumer, healthcare, agricultural, and industrial markets, producing reports, events, webinars, and advisory guidance. Unlike many competitors, CRC emphasizes unbiased analysis and exceptional customer service, built on ongoing data gathering to identify trends and inflection points faster and more accurately. The company aims to help investment professionals and business partners spot opportunities, stay ahead of the competition, and become smarter and more profitable through clear, actionable insights.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Cleveland, Ohio

Founded

2006

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Simplify Jobs

Simplify's Take

What believers are saying

  • CRC updated its job board July 20, 2026, still hiring analysts and sales staff.
  • Brian Wilcox joined in February 2026, expanding semiconductor and cybersecurity coverage.
  • CRC added AI, social commerce, and retail media to its August 2026 summit programming.

What critics are saying

  • CRC’s on-site Cleveland model and intern pay of $14.50-$19.50 limit recruiting flexibility.
  • The firm depends on discretionary research budgets; client pullbacks quickly pressure coverage expansion.
  • If clients question CRC’s call accuracy, institutional subscriptions and event monetization weaken fast.

What makes Cleveland Research unique

  • CRC sells channel-driven, independent research with access to about 200 mutual funds and hedge funds.
  • Founded in 2006, CRC built a 100-plus person research, sales, operations, and marketing team.
  • CRC runs dense industry events like the 2026 eCommerce Summit and Walmart Forum.

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Benefits

Health Insurance

401(k) Company Match

Dental Insurance

Vision Insurance