Equity Research Associate – Financial Services Group jobs in United States
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Piper Sandler · 2 weeks ago

Equity Research Associate – Financial Services Group

Piper Sandler is a leading investment bank that connects capital with opportunity. They are seeking an Equity Research Associate to conduct extensive company and industry research, create financial models, and develop investment recommendations within their Financial Services Group in Chicago, IL.

Responsibilities

Work in partnership with the senior analyst to conduct extensive company and industry research
Create financial models and valuation analyses
Write company reports, industry reports, and develop investment recommendations
Form relationships with company management teams through meetings, calls, roadshows, etc
Make company visits and attend industry conferences
As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors

Qualification

Financial modelingEquity Research experienceSecurities Industry EssentialsCFA progressFinancial Services backgroundQuantitative skillsInterpersonal skillsWritten communicationOrganizational skillsTeamwork

Required

Bachelor's degree in Accounting, Finance, or Economics required
Strong financial modeling experience required
Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain)
The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently
Outstanding interpersonal and written communication skills
Outstanding quantitative and organizational skills
A strong competitive spirit balanced by a proven ability to work as part of a team

Preferred

Must have at least one year of Equity Research or Investment Banking experience preferred
Financial Services industry background preferred (Banking, Fintech, Payments, etc.)
Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement
Progress towards CFA a plus

Company

Piper Sandler

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Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®.

H1B Sponsorship

Piper Sandler has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (7)
2023 (6)
2022 (4)
2021 (3)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Chad Abraham
Chairman and Chief Executive Officer
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Katherine Clune
Chief Financial Officer
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Company data provided by crunchbase