Position Description

Equity Research Associate
Location TN - Nashville
Business Area Equity Research
Employment Type Full Time
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We are currently seeking an Equity Research Associate to join our Financial Institutions Group in Nashville, TN.


  • Work in partnership with the senior analyst to conduct extensive company and industry research
  • Create and maintain financial models and valuation analyses
  • Write company reports, industry reports and investment recommendations
  • Meet with company management teams and interview company customers, suppliers and competitors
  • Make company visits and attend trade shows and industry conferences
  • Contingent upon developing industry expertise and familiarity with the coverage universe, additional responsibilities include marketing investment ideas and investment research to our institutional sales force and institutional investors


  • The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently
  • Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement
  • Outstanding interpersonal and written communication skills
  • A strong competitive spirit balanced by a proven ability to work as part of a team
  • Fluent understanding of financial accounting required, bachelor's degree in accounting or finance preferred.
  • Strong financial modeling experience required
  • 1 - 2 years of experience in research role preferred but experience in finance role required
  • Series 7, 63, 86 and 87 required or to be obtained


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