Research Associate II - Mortgage & Specialty Finance

Stifel Nicolaus New York , NY 10007

Posted 2 weeks ago


Under general supervision, the Research Associate II is responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.


  • Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.

  • Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.

  • Analyze information obtained from management in order to conceptualize and define operational problems.

  • Perform validation and testing of models to ensure adequacy; reformulate models as necessary.

  • Building and updating comp sheets.

  • Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)

  • Must be able to clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.

  • Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.

  • Develop written product with modest direction from the senior level Research Analyst.

  • Able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.

  • Meets the special projects demands of the senior level Research Analysts.

  • Uses all resources to determine and locate relevant data.

  • Continues to build industry knowledge.

  • Continues to develop external sources (management teams, suppliers, and customers). Must be able to integrate these sources in the research product. Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.



Minimum Required: Bachelor's degree Desired: MBA EXPERIENCE Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level LICENSES & CREDENTIALS Minimum Required: None Desired: CFA or other professional designation/certification in related field and industry

  • Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.

  • Must be available to work additional hours as needed.


Keefe, Bruyette & Woods (KBW), a Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. KBW has established itself as a leading independent authority in the depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, securities exchange, and specialty finance sectors. The professionals at KBW have deep domain expertise and understand the rapidly changing financial services industry. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a trusted advisor by its clients.

KBW offers a competitive salary and benefits (medical, vision, dental, paid time off, 401k) and is an affirmative action and equal opportunity employer.

The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to "virtually" meeting you.

Keefe, Bruyette & Woods (KBW) is an affirmative action and equal opportunity employer. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.

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Research Associate II - Mortgage & Specialty Finance

Stifel Nicolaus