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Equity Research Associate Jobs in Portland, CT (NOW HIRING)

RSM is looking for a Assurance Senior to join our Private Equity practice. This practice is dynamic ... Strong analytical, problem-solving, and research skills, with the ability to exercise professional ...

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Equity Research Associate information

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$34.9K

$100K

$156.9K

How much do equity research associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for equity research associate in Portland, CT is $100,042.00, according to ZipRecruiter salary data. Most workers in this role earn between $92,100.00 and $113,400.00 per year, depending on experience, location, and employer.

What is an equity research associate?

An equity research associate is a financial analyst that provides insights to a financial manager regarding investment strategies. As an equity research associate, your responsibilities include diligently researching market trends for bonds, options, and stocks, producing a report detailing recommendations, and presenting all of this information to the financial manager. You need a bachelor’s degree for this career, and while business is the most common field, any degree that hones your analytical skills may be acceptable for this position. You can find equity research analyst positions in most financial institutions.

What does an equity research associate do?

An Equity Research Associate supports senior analysts in analyzing companies, industries, and market trends to provide investment recommendations. Their responsibilities include creating financial models, preparing research reports, gathering and interpreting data, and assisting in client presentations. They play a crucial role in helping investment firms make informed decisions about buying, holding, or selling stocks. The position requires strong analytical, quantitative, and communication skills, as well as a solid understanding of financial markets.

What are the key skills and qualifications needed to thrive as an equity research associate, and why are they important?

To thrive as an Equity Research Associate, you need strong analytical abilities, financial modeling skills, and a solid understanding of accounting and finance, often supported by a relevant degree such as finance, economics, or accounting. Proficiency in Excel, Bloomberg Terminal, and financial databases, as well as progress toward or completion of the CFA designation, is highly valued. Exceptional written and verbal communication, attention to detail, and time management distinguish top performers in this role. These skills are crucial for producing accurate investment research, delivering actionable insights, and supporting investment decisions in a fast-paced financial environment.

What are some common challenges equity research associates face when analyzing companies across different industries?

Equity Research Associates often encounter the challenge of adapting their analysis techniques to suit different industries, each with its own metrics, valuation methods, and regulatory environments. Staying up-to-date with industry trends, learning new financial modeling approaches, and quickly synthesizing large volumes of information are essential skills. Additionally, Associates must effectively communicate their findings to both internal teams and external clients, often under tight deadlines. Developing expertise in multiple sectors can be demanding but ultimately broadens career opportunities within the field.

What is the difference between Equity Research Associate vs Financial Analyst?

AspectEquity Research AssociateFinancial Analyst
Required CredentialsBachelor's degree, often CFA Level I or IIBachelor's degree, CFA optional
Work EnvironmentFinancial firms, investment banks, research departmentsCorporations, banks, investment firms
Employer & Industry UsagePrimarily in finance and investment sectorsBroader across industries including corporate finance
Common Search & ComparisonYesNo

Equity Research Associates focus on analyzing stocks and sectors to provide investment insights, often working in research departments of financial firms. Financial Analysts have a broader role, evaluating financial data for companies or investments across various industries. While both roles require similar credentials, Equity Research Associates specialize in equity markets, making them more comparable to roles within investment research teams.

What job categories do people searching Equity Research Associate jobs in Portland, CT look for?

The top searched job categories for Equity Research Associate jobs in Portland, CT are:

What cities near Portland, CT are hiring for Equity Research Associate jobs?

Cities near Portland, CT with the most Equity Research Associate job openings:

Infographic showing various Equity Research Associate job openings in Portland, CT as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $100,042 per year, or $48.1 per hour.

Patient Services Associate - Clinton- Full Time - Bilingual (English & Spanish) - $21.00/hr

Moses/Weitzman Health System

Clinton, CT • On-site

$21/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago


Job description

Job Description Summary:

The Moses/Weitzman Health System is a global leader addressing challenges faced by organizations caring for the poor and diverse populations, and is home to programs focusing on education, research, and process improvement support for safety net providers. The system delivers primary care to more than 150,000 patients in Connecticut, and extends access to specialty care for more than 2.5 million individuals across the U.S. It is a national accrediting body for organizations training advanced practice providers, and offers accredited education and training for Medical Assistants in multiple states. As an incubator for new ideas in areas including social justice, the environment, and social determinants of health, the MWHS is addressing challenges faced by providers caring for underserved communities, creating innovative and impactful initiatives led by nationally and internationally recognized experts. As it forges pathways into the future of primary care, the MWHS honors Lillian Reba Moses (1924-2012), a granddaughter of slaves, and Gerard (Gerry) Weitzman (1938-1999), whose ancestors escaped pogroms in Eastern Europe. Their vision and commitment to justice and equity in healthcare is the foundation upon which the Moses/Weitzman Health System was built.

Job Description:

The Patient Service Associate will work closely and effectively with a diverse population of patients and medical professionals. They will demonstrate exceptional customer service skills, professionalism in all interactions and have the ability to multi-task while serving as the first point of contact for patients. The Patient Service Associate will greet and schedule patients, answer and manage our busy phone system and consistently promote the agency’s commitment to excellence. They will consistently demonstrate proficient data entry skills, maintain confidentiality in all interactions and demonstrate efforts to maintain and improve job specific competencies. The Patient Service Associate will also perform other duties as assigned.

ROLE AND RESPONSIBILITIES

Patient experience:

  • Provide exceptional customer service to all patients, visitors and callers

  • Oversee the safe, efficient, and comfortable atmosphere of the reception area

  • Greet patients and other visitors to the agency and assist them as appropriate

  • Review schedules daily to ensure accuracy and fill appointment opportunities

  • Schedule and reschedule appointments in accordance with CHC scheduling guidelines

  • Collect, verify, update and document patient demographics, insurance information and forms

  • Reconcile patient visits daily

Insurance:

  • Verify active insurance coverage and status and update information as necessary

  • Collect patient payments, balances and copays

  • Assist patients with payment plans/sliding fee applications, and ensure applications are up-to-date

  • Complete end of day reporting and ensure records balance

Phones:

  • Answer, screen, and direct incoming telephone calls and document as needed in electronic health record (EHR) system, per CHC guidelines

  • Ensure forms are completed and accurate, including assisting patients in completing forms, and scan into EHR per CHC Indexing protocols

HIPAA:

  • Consistently ensure and maintain patient confidentiality

Other:

  • Escalate concerns to site leads/Operations Manager and offer suggestions for improvement

  • Supports manager in monitoring inventory of supplies for the office

  • Meet and exceed assigned individual and departmental goals

  • Other duties and projects as assigned

QUALIFICATIONS

  • Associates degree, medical office or medical assistant degree required

  • Bilingual skills, Spanish speaking, Required

  • Exceptional customer service skills

  • Excellent Verbal and written communication skills

  • Proven ability to multi task

  • Problem Solving and critical thinking skills

  • Excellent organizational skills

  • Healthcare experience in Medical, Dental, or Behavioral Health preferred

  • Experience with Microsoft Power Point, Excel, Word, preferred

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

  • Hours will vary; our schedules range Monday-Friday from 7am-7pm and Saturdays

  • Minimal physical effort. Must be able to operate computer and telephone continuously

  • Regular regional travel as necessary

Community Health Center Company Benefits for Full-Time Employees:

  • For Health & Wellness

  • Medical plans with Health Spending and Flexible Spending Accounts

  • Health Reimbursement Arrangement Accounts

  • Dental and Vision Plans

  • Wellness Incentive Program

  • Life and Disability Insurance

  • Voluntary Life, Accident, Critical Illness, Auto, Identity Theft, Pet and Homeowner’s Insurance, Legal Services.

  • For Financial Success

  • 403(b) plan with a discretionary company match after 1 year of employment.

  • For Great Work Life Balance:

  • Paid time off

  • Paid Parental Leave

  • Paid holidays

  • Employee Assistance Programs

  • For Professional and Educational Advancement

  • Tuition Reimbursement

Please note- some of these benefits do not apply to part-time, temporary, or per-diem roles.

Organization Information:

Location:

Community Health Center of Clinton

City:

Clinton

State:

Connecticut

Time Type:

Full time

MWHS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.