Benefit Insights

Northcoast Research Institutional Equity Research Analyst Posting

By way of introduction, Northcoast Research is an independent equity research firm founded in 2009. We have a truly differentiated process and our performance metrics have been excellent over an extended period of time:

• #3 of 48 Independent Research Providers evaluated by Investars for the aggregate performance of our Buy and Sell recommendations over the trailing five-year period. 
• 50% of our analysts recognized by Thomson Reuters Starmine as a top 3 analyst in their sector for EPS estimate accuracy and/or stock picking performance.

We currently cover 3 industry verticals, including Business Services, Consumer, and Industrials/Basic Materials, our median market cap approximates $6-8B, we have a good balance between growth and value, our Northcoast Market Research channel-check process has been highly successful over an extended period of time discerning important inflection points for both the industries and companies we cover, and we punch well-above our weight in corporate access [3 conferences annually in addition to approximately 75 non-conference NDRs/VNDRs/Expert/Field Trip events each year].

While our current rankings and market share at top institutions are impressive, we’re interested in adding Senior Research Analysts who can help broaden our relationships at existing accounts, add incremental accounts, and are a great fit from a cultural standpoint.

Specific qualifications include the following:

• 3-5 years minimum experience.
• A differentiated, process-oriented research approach based on deep and comprehensive channel-check work.
• Coverage withing our current industry verticals preferred but not required.
• Excellent analytical, written, and verbal communication skills.
• Top notch list of client relationships.  
• High integrity, team-oriented, and a great cultural fit. 
• Strong knowledge of financial modeling and valuation methodologies.
• CFA, MBA or CPA credentials a plus.
• All required licenses: FINRA Series 7, 63, 86 and 87 licenses preferred
• Position doesn’t require residency in Cleveland.