Ladenburg Thalmann & Co. Inc. - Research Associate - Power and Utilities jobs in United States
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Osaic · 10 hours ago

Ladenburg Thalmann & Co. Inc. - Research Associate - Power and Utilities

Osaic is seeking an exceptional candidate for the Equity Research Associate position in the Utilities Sector at Ladenburg Thalmann. The chosen candidate will be responsible for researching public and private utility companies, analyzing companies, and making stock recommendations to institutional investor clients.

Business DevelopmentFinancial ServicesWealth Management
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Responsibilities

Write company and industry reports
Perform regression analysis to test valuation relationships
Manage special projects such as establishing quarterly earnings spreadsheet, property damage estimates from fire or storms, merger accretion analysis and EPS sensitivities to asset sales or added investment
Interact with Ladenburg’s institutional sales force and investors
Coordinate meetings and communicate with company management
Utilize Bloomberg and SNL to maintain price runs and other statistical data
Perform administrative support functions including daily updates of price runs, scheduling meetings and calls with investors, setting up meetings at conferences and working internally with sales and trading
Other duties as assigned

Qualification

Financial modelingAnalytical skillsMS ExcelPowerPointCommunication skillsMulti-taskingWillingness to obtain FINRA licensesInterpersonal skillsTeam collaborationPresentation skillsTime management

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, multi-task, and manage tight timelines during long hours
Strong proficiency in MS Excel and PowerPoint
Bachelor's degree in finance, or related fields
Ability and willingness to obtain FINRA licenses (Series 7, 86)

Company

Osaic provides the support, resources, and community designed for the future of wealth management.

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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