Ladenburg Thalmann & Co. Inc. - Equity Research Associate - Tech Sector jobs in United States
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Osaic · 1 month ago

Ladenburg Thalmann & Co. Inc. - Equity Research Associate - Tech Sector

positionNew York
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$85K/yr - $95K/yr

Osaic is a full-service investment bank currently seeking an exceptional Technology Sector Research Associate for their Equity Research Department in New York. The role involves supporting the research team by analyzing companies, building relationships with industry contacts, and preparing financial models and reports.

Business DevelopmentFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Coordinate meetings and communicate with company management
Perform administrative support functions. Scheduling meetings and calls
Develop and update company-specific and industry financial models & reports
Interact with Ladenburg’s institutional sales force and investors
Other duties as assigned

Qualification

Financial modelingMS ExcelPowerPointFINRA Series 7Analytical skillsCommunication skillsInterpersonal skillsTeam collaboration

Required

Strong analytical, interpersonal, and communication skills
Exceptional verbal, written, and presentation skills
Ability and desire to work in a collaborative/team environment
Ability to work independently and manage critical tasks within strict timelines
Strong proficiency in MS Excel and PowerPoint
Bachelor's degree in finance, or related fields
FINRA licenses Series 7

Preferred

Experience with financial modeling and analysis is a major plus but a basic understanding of financial modeling is required

Benefits

Health, vision, dental insurance
401k
Paid time away
Volunteer days
Much more

Company

Osaic

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Osaic provides the support, resources, and community designed for the future of wealth management.
dateFounded in 2016
location
Phoenix, Arizona, USA
people-size1001-5000 employees
web-link
https://osaic.com/

H1B Sponsorship

Osaic 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 (1)
2024 (1)
2023 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Jamie Price
Chief Executive Officer
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Kristy Britt
CFO
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Company data provided by crunchbase