Responsibilities

• Publish market intelligence reports, articles, and surveys
• Lead primary research projects including proprietary surveys
• Analyze micro and macro-economic trends for M&A impact
• Write research reports and articles for external publication
• Work collaboratively with Lead Generation Services and Banking Teams
• Support senior members of the team on project execution

Requirements

• Bachelor's Degree, preferably Economics, Finance, English, or Business
• 2+ years of experience in related field
• Must be authorized to work in the United States - E-Verify Employer
• Ability to pass a Federal Bureau of Investigations (FBI) background check with fingerprinting to be associated with the broker dealer. Not required to become a registered representative

Preferred

• Excellent written and verbal communication skills
• High attention to detail
• Keen research and critical thinking abilities
• Self-motivated that can work successfully both independently and as part of a team
• Ability to work on multiple projects on deadline
• Strong work ethic and high degree of integrity, discretion, and confidentiality
• Working knowledge of Microsoft Word, Excel, Outlook & PowerPoint
• Familiarity with Capital IQ, FactSet, and Pitchbook a plus