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Equity Research Associate Jobs (NOW HIRING)

Cresset Capital

ASSOCIATE, EQUITY RESEARCH

Denver, CO · On-site

$80K - $100K/yr

Associate, Equity Research About the Firm: Monticello Associates, LLC is an investment consulting firm serving foundations, endowments, and family office clients in an investment advisory capacity.

Cresset Capital

ASSOCIATE, EQUITY RESEARCH

Denver, CO · On-site

$90K - $115K/yr

Associate, Equity Research About the Firm: Monticello Associates, LLC is an investment consulting firm serving foundations, endowments, and family office clients in an investment advisory capacity.

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How much do equity research associate jobs pay per year?

As of Jun 7, 2026, the average yearly pay for equity research associate in the United States is $98,799.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,000.00 and $112,000.00 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 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 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.
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Equity Research Associate jobs near you
FinTech Equity Research Associate / Vice President

FinTech Equity Research Associate / Vice President

Financial Technology Partners

New York, NY • On-site

Full-time

Posted 13 days ago

Job description

Job Title: Equity Research Associate / Vice President - FinTech
Location: New York, NY
Team: Equity Research
Firm: Financial Technology Partners (FT Partners)
Company Overview
Financial Technology Partners (FT Partners) is the only investment bank focused exclusively on the dynamic and rapidly growing financial technology (FinTech) sector. Founded by senior Goldman Sachs alumni, FT Partners is consistently recognized as a top-tier advisor, having been awarded "Investment Banking Firm of the Year" and "Dealmaker of the Year" by M&A Advisor.
Our firm combines deep sector knowledge with world-class execution and is uniquely positioned at the intersection of technology and finance. With a commitment to excellence, innovation, and industry thought leadership, we continue to expand our platform-including our growing Equity Research division, which delivers cutting-edge insights into the FinTech landscape.
Role Summary
We are seeking a highly motivated Equity Research Associate or Vice President, depending on experience, to join our growing research team in New York City. This role provides a unique opportunity to gain deep exposure to the FinTech ecosystem while contributing to the build-out of a differentiated research product in a fast-paced, entrepreneurial environment.
This role could allow for rapid expansion of responsibility, as the Associate/VP will work closely with the entire equity research team, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research and support institutional investor engagement. This includes financial modeling, thematic analysis, industry forecasting, client interaction, and the mentoring of junior team members.
Key Responsibilities
Research & Analysis
  • Lead or support coverage of FinTech companies and industry subsectors.
  • Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning.
  • Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources.
  • Analyze market, competitive, and regulatory trends that influence investment outlooks.
  • Author high-quality research reports, investment recommendations, and thematic pieces.

Client & Stakeholder Engagement
  • Communicate investment ideas and research findings to institutional clients, internal stakeholders, and sales/trading teams.
  • Prepare and present materials for client meetings, industry events, roadshows, and conferences.
  • Serve as a trusted point of contact for client inquiries and relationship management.

Team Leadership & Collaboration (VP-level focus)
  • Mentor, train, and review work from junior Research Analysts.
  • Work collaboratively across teams-including investment banking-for insights while maintaining research independence.
  • Help shape and refine FT Partners' equity research strategy and product suite.

Qualifications
Education:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
  • MBA or CFA designation (or candidacy) is preferred, particularly for VP candidates.

Experience:
  • Associate Level: 2-4 years of experience in equity research, investment banking, consulting, or asset management.
  • VP Level: 5-8+ years of relevant experience with demonstrated leadership and sector expertise.

Technical Skills:
  • Advanced proficiency in Excel and PowerPoint.
  • Strong understanding of financial modeling, accounting, and valuation methodologies.
  • Familiarity with industry data platforms and tools (e.g., Bloomberg, FactSet, Capital IQ).

Soft Skills:
  • Exceptional written and verbal communication skills.
  • Strong attention to detail and ability to synthesize complex data into actionable insights.
  • Entrepreneurial mindset with a proactive, self-starter attitude.
  • Ability to thrive in a fast-paced, high-performance culture.
  • Strong interest in-and knowledge of-the FinTech ecosystem.

Licensing Requirements
  • SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire).

Why Join FT Partners?
  • Be part of a pioneering research team at the leading FinTech investment bank.
  • Gain unmatched exposure to industry-defining companies and deals.
  • Work closely with top-tier senior professionals and a fast-growing global team.
  • Enjoy a meritocratic environment with clear growth paths and mentorship opportunities.

Compensation: 160-240k total comp
FT Partners is an equal opportunity employer. Applicants must be authorized to work in the U.S. We do not sponsor visas at this time.
Selected transactions include advising:
    • Deribit's $4.3 billion Sale to Coinbase
    • Divvy's $2.5 billion Sale to Bill.com
    • AvidXchange's $2.2 billion Sale to TPG & Corpay
    • GreenSky's $2.2 billion Sale to Goldman Sachs
    • Truebill's $1.3 billion Sale to Rocket Companies
    • Revolut's $1.3 billion Financing at a $33 billion Valuation
    • Finicity's $1 billion Sale to Mastercard
    • Intermex's $500 million Sale to Western Union
    • SpotOn's $300 million Series F Financing at a $3.6 billion Valuation
    • Bilt's $250 million Financing at a $10.75 billion Valuation
    • Lumin Digital's $200 million Growth Financing
    • Stash's $146 million Series H Financing
    • CloudWalk's $150 million Financing at a ~$2.2 billion Valuation

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.

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