Careers at Northcoast Research

Northcoast Research is a growing company looking to add motivated individuals to our team.

We offer a unique opportunity to gain hands-on experience with a clear path for career growth. There are many aspects that make a career in investment research exciting. It involves teamwork, critical thinking and contributing to research that has meaningful impact in each phase of our proprietary NMR investment research process.

Jumpstart your investment research career

We’re looking to add entry-level and experienced industry professionals that want to be part of a team-oriented entrepreneurial culture. Our success is directly correlated to the quality and experience of our staff.

We are currently searching for qualified individuals in the following areas:

Institutional Equity Sales Positions

Senior Institutional Equity Salesperson

we are actively seeking to add highly productive, experienced sales professionals who possess demonstrable, existing institutional client relationships which are supplementary to our current account base.

Members of our team can be domiciled anywhere in the US or Canada. If you are looking to make a change to an energetic, high quality institutional equity research platform, please contact us. We are looking for you.

Qualifications: The ideal candidate should possess the following qualifications:

  • 5 – 10 years of Institutional Equity sales experience is required.
  • A current list of highly productive and active institutional client relationships.
  • Active FINRA Series 7 & 63 licenses.

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Associate Institutional Equity Salesperson

Northcoast Research is looking for dynamic sales professionals that are energetic, competitive, detail oriented, organized and who want to learn to become an Institutional Associate Equity Sales Representative.

As an Associate Salesperson, you will be partnered with an established Senior Salesperson who will be responsible for your successful development. Our goal is to develop you into a significant contributor to the firm’s revenue growth.

Qualifications: The ideal candidate should possess the following qualifications:

  • 1-3 years of sales experience involving financial products or services.
  • Bachelor’s degree is required.
  • Must have the ability to obtain FINRA Series 7 & 63 licenses.
  • Must possess and demonstrate outstanding communication and organizational skills.

Apply Now

Institutional Equity Research Positions

Senior Equity Research Analyst

Northcoast Research is seeking an experienced Senior Equity Research Analyst that conducts differentiated research, which provides value add to our client’s investment process.  

The ideal candidate will have a minimum of two years of sell-side experience and buy-side references.

Duties will include the following:

  • Conduct fundamental analysis, closely monitoring company and industry news and market conditions Utilize Northcoast Research Proprietary method
  • Produce written comments and reports
  • Maintain ratings for his covered stocks
  • Develop and maintain financial models
  • Interact with Northcoast Research clients and senior managers of his covered companies
  • Interact with Northcoast Research Sales and Trading Teams

Qualifications: The ideal candidate should possess the following qualifications:

  • Integrity, teamwork and strong work ethic
  • Excellent analytical, written and verbal communication skills
  • Strong knowledge of financial modeling and valuation methodologies
  • CFA, MBA or CPA credentials are strongly recommended
  • All required licenses

Apply Now

Senior Equity Research Associate
The Senior Equity Research Associate will be expected to assist the Senior Analyst in developing proprietary research reports, comprehensive financial and valuation models, in addition to communicating company specific investment theses to Northcoast’s institutional investment management clients. Further, the Associate is expected to be detail oriented and possess strong organization, interpersonal, and writing skills. The expectation is that the Senior Associate will develop into a Senior Research Analyst within a 2-3 year period.

The Senior Research Associate will be responsible for assisting the research analyst in a number of ways, including, but not limited to, the following:

  • Research and analyze an industry and group of companies
  • Provide support to the Senior Analyst through fundamental analysis and investment recommendation in equity markets with an emphasis on original, bottom-up research
  • Communicate research findings to sales executives, traders and our clients
  • Develop and maintain detailed financial and valuation models
  • Construct industry and company-specific research
  • Develop and maintain relationships with senior management teams of companies under coverage
  • Cultivate industry contacts and develop proprietary research methods

Qualifications: The ideal candidate should possess the following qualifications:

  • Undergraduate or graduate degree with a concentration in Finance, Accounting, and/or Economics
  • 3-4 years of work experience in financial services, accounting, and/or corporate finance
  • Understanding of the capital markets, stock markets, and a passion for investing
  • Integrity, teamwork, and strong work ethic
  • A history of demonstrated academic and professional success
  • Excellent communication, research, writing, and organizational skills, with an ability to multi-task
  • Ability to thrive in a fast- paced, deadline-driven environment with a proven commitment to turning in consistently high quality work as a self- starter
  • Team oriented, with strong analytical and problem-solving skills.
  • Progress towards FINRA Series 7, 63, 86 and 87 licenses preferred
  • Proficiency in Microsoft Office products
  • A willingness to travel

Compensation: Competitive

 

This position is currently un-available. Please check back at a later date.

Equity Research Associate
The Equity Research Associate will be expected to assist the Senior Analyst in developing proprietary research reports, comprehensive financial and valuation models.  Further, the Associate is expected to be detail oriented and possess strong organization, interpersonal, and writing skills.

Duties will include the following:

The Equity Research Associate will be responsible for assisting the research analyst in a number of ways, including, but not limited to, the following:

  • Research and analyze an industry and group of companies
  • Maintain detailed financial and valuation models
  • Construct industry and company-specific research
  • Develop and maintain relationships with industry experts
  • Conduct market research
  • Cultivate industry contacts and develop proprietary research methods

Qualifications: The ideal candidate should possess the following qualifications:

  • Undergraduate or graduate degree with a concentration in Finance, Accounting, and/or Economics
  • Integrity, teamwork, and strong work ethic
  • Excellent communication, research, writing, and organizational skills
  • Team oriented, with strong analytical and problem-solving skills.
  • Progress towards FINRA Series 7, 63, 86 and 87 licenses preferred
  • Proficiency in Microsoft Office products

Apply Now

Research internship program

Our research internship program offers an excellent opportunity to gain valuable experience in the securities industry with a focus on investment research. Our internship program is an excellent method for recruiting professionals to our organization. Internships are three to four month terms beginning in January, May and September.

Apply Now