Associate Analyst

Job Description – Placement Tracker Analyst

Job Responsibilities

The responsibilities will include the following:

Content Production:

• Support the Research Analyst team and Product Manager in maintaining a real-time and accurate database.
• Collect and track day-to-day PIPE and Private Placement financings into the internal content management system.
• Review, update, and add additional information based on publicly available information, including but not limited to company SEC filings and press releases.
• Review company filings and announcements to stay updated about specific company financings.
• Monitor incoming SEC filings and press releases for updates on a daily, weekly, monthly, and quarterly basis.
• Contribute insightful analysis on specific corporate finance topics.
• Acquire a basic understanding of and competence in internal content management systems to master database functionality and all processes related to content creation and maintenance.
• Gain a foundational understanding of corporate finance, securities markets, and other related industries.
• Develop basic skills in Word, Excel, PowerPoint, and PDF formatting to aid in special report preparation and publication.

Client Support:

• Provide clients with timely, coherent, and accurate research support.
• Conduct primary/secondary research, assist with database search strategies, and perform basic data analysis.
• Apply knowledge to deliver the highest quality data and support to clients, including custom, bespoke, and ad hoc analysis.

Team Support:

• Actively participate in team meetings.
• Learn team roles and responsibilities and understand the overall organizational structure of the business and the Business Intelligence (BI) Financial Intelligence vertical.
• Attend role-specific training workshops as requested.
• Support team members during absences.
• Perform other miscellaneous duties as assigned.

Key Qualifications & Requirements

• Bachelor's degree (Economics or Finance is a plus).
• Internship experience is beneficial but not required.
• Familiarity with corporate finance is a plus but not required.
• Impeccable attention to detail and accuracy.
• Strong internet research skills.
• Ability to use sound logic to edit, manipulate, and analyze different types of data.
• Good organizational, time management, and priority-setting skills, with flexibility to multitask in a fast-paced environment.
• Ability to think critically, work independently, and follow instructions.
• Strong collaboration skills to work within a team both in-office and remotely.
• Working knowledge of Microsoft Excel, Word, and PowerPoint.
• Excellent written and verbal English communication skills.