Equity Research Analyst – Forensic Accounting Focus

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CFRA Research

51 - 200 employees

Founded 1994

💸 Finance

💳 Fintech

🏢 Enterprise

💰 Private Equity Round on 2023-01

Finance • Fintech • Enterprise

CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.

📋 Description

• Rigorous analysis of U.S. Industrials public company financial data, news, and other information to identify the varied risks facing companies. • Publish high-impact reports to be delivered to investment managers, hedge funds, and other clients detailing our research findings. • Communicate with clients regarding companies analyzed, industry issues, and accounting topics of interest. • Collaborate with members of the U.S. and European and industry-specific sector teams. • Perform custom research projects for clients, as requested.

🎯 Requirements

• 3-5 years experience in equity research, financial analysis, or with a credit ratings agency (Corporate). • Education and professional experience in accounting/auditing preferred. • Experience researching, analyzing, or auditing companies • Strong background in financial statement analysis • At least one of the following credentials a plus: CPA, CFA, MBA • Strong knowledge of and interest in financial markets • Superior written and oral communication skills, and ability to work well within a team environment • Experienced presentation delivery, including comfort in discussing analysis and methodology in a face-to-face environment to prospects and clients • Willingness to occasionally travel for client meetings and internal events

🏖️ Benefits

• 20 days of Vacation • 8 Sick Days • 1 paid volunteer day • 10-11 Holidays a year • Health, Dental, & Vision Insurance • Company paid Life & Disability Insurance • Competitive Pay • Annual Performance Bonus • 401K Match

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