The Role
Support energy equity research by collecting and analyzing company and industry data, building and maintaining financial models and databases, preparing research reports, interacting with clients and management teams, attending conferences, and providing administrative and client support under tight deadlines.
Summary Generated by Built In
Roth Capital Partners, LLC is looking to add an Equity Research Associate to our Energy team. Roth is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.
The Equity Research Associate is responsible for research, client support, and data collection, statistical studies on the industries and individual companies and their securities. Through training and on the job experience, the Research Associate learns the techniques and develops the skills necessary to research and analyze investment securities and to prepare and present investment recommendations. This position will work out of our Austin, Texas Office.
Responsibilities include (but are not limited to):
Skills and Attributes:
Qualifications:
The Equity Research Associate is responsible for research, client support, and data collection, statistical studies on the industries and individual companies and their securities. Through training and on the job experience, the Research Associate learns the techniques and develops the skills necessary to research and analyze investment securities and to prepare and present investment recommendations. This position will work out of our Austin, Texas Office.
Responsibilities include (but are not limited to):
- Search, collect, consolidate and interpret company and industry data.
- Develop and maintain financial models, market monitoring systems, and databases.
- Prepare research reports, notes and briefs.
- Communicate and handle information requests.
- Meet with management teams of issuers, conduct onsite visits, and attend industry conferences.
- Provide administrative support as required.
- Other responsibilities as assigned
Skills and Attributes:
- Resourceful in problem solving and creative in finding solutions.
- Self-motivated, organized, strong attention to detail, and willing to work within a flexible schedule.
- Takes ownership in one’s work and has a growth mindset.
- Excellent analytical skills and understanding of relevant financial and accounting techniques.
- Ability to express ideas effectively and fluently. Comfortable with client interaction.
- Ability to write clearly and concisely.
- Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail.
- Knowledge of spreadsheets, presentation software and research databases. Strong proficiency in MS Office, Excel, PowerPoint, and software applications. Bloomberg experience is considered an asset.
- Experience building three-statement financial models (income statement, balance sheet, and cash flow statement).
- Flexibility to work long hours and early mornings.
Qualifications:
- CFA Level 1 or higher, preferred.
- 2 years of experience in the finance industry.
- Securities Industry Essentials (SIE), Series 86 and 87 Licenses.
- Bachelor’s Degree is required.
Compensation Range: 70,000 – 90,000 + annual discretionary bonus
Skills Required
- 2 years of experience in the finance industry
- Bachelor's Degree
- Securities Industry Essentials (SIE), Series 86 and 87 Licenses
- Experience building three-statement financial models
- Proficiency with MS Office, Excel, PowerPoint and research databases
- CFA Level 1 or higher
- Bloomberg experience
- Strong analytical skills and understanding of financial and accounting techniques
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The Company
What We Do
Roth Capital Partners, LLC is a relationship-driven, full-service investment bank that provides strategic and financial advisory services to growth companies and their investors.
