Equity Research Associate - Packaging & Paper/Forest Products

Job Description:

The Packaging & Paper/Forest Products team covers approximately 25 stocks, with more being added. Our coverage spans beverage cans, containerboard & corrugated, paperboard & consumer cartons, flexible packaging, pulp and wood/timber products for construction. It is one of the longest-tenured and most highly ranked research teams on Wall Street of all time (fourth highest number-one rankings of all time), frequently speaking at leadership conferences, company board presentations, and the media. Key stocks include Weyerhaeuser, Louisiana-Pacific, Boise Cascade, Ball Corp, Packaging Corp, Crown Holdings, International Paper, Amcor, and Avery Dennison.

Known for its proprietary, 20-plus-year-running survey of independent boxmakers and global containerboard and beverage can supply/demand models (the only ones of their kind on the street) the team is also well-known for our 25-plus-year running Field Trip and Conferences and Sustainability Surveys on packaging.

The candidate will be largely focused on the critical containerboard, lumber, panels, timber and timberland, pulp, and paper portions of our coverage and offer opportunities for individual coverage over time. The team prides itself on offering client interactions and meetings as soon as its associates have appropriate certifications and industry knowledge. The candidate will be responsible for all aspects of the job, including idea generation, industry research, client interaction, database creation/management, modeling, writing, valuation analysis, marketing materials, conferences, plant tours, and much more. The role will be naturally expanded through self-starter initiative and the dynamic role itself.

Responsibilities

Perform complex financial modeling & valuation work

Write regular industry and company reports and company launch initiations from scratch

Analyze data in market research databases and conduct surveys in the paperboard/forest sector

Demonstrate strong industry knowledge and business judgment

Interview industry experts regarding our covered companies and industries

Work with Senior Analysts to develop key industry themes

Build relationships and facilitate information flow with contacts at covered companies

Participate and contribute to client meetings and events

Attend meetings and interact with key opinion leaders

Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling

Seek out new, unusual sources of information to augment our research capabilities

Respond to research inquiries from our institutional investor clients during market hours

Qualifications

Bachelor's Degree or equivalent years of experience; MBA and/or progress towards a CFA or other relevant professional certifications is a plus

Minimum 1-5 years experience in accounting, corporate finance, research, banking or consulting

Strong modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)

Ability to comprehend and create charts, diagrams, tables and other data visualizations

Strong attention to detail

Knowledge of statistics and/or data analytics/data science techniques a plus

General interest in the stock market and/or financial markets

Must work well in a fast-paced, intense and collaborative team environment

Must have excellent communication skills - written and verbal

Skills:

Business Intelligence

Financial Analysis

Financial Forecasting and Modeling

Financial Management

Profitability Analysis

Data and Trend Analysis

Price Verification and Valuation

Research

Research Analysis

Technical Documentation

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$150,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.