Research Associate, Needham Funds

Needham & Company • , NY

6d • $100,000 - $135,000

About The Position

Needham & Company, a full-service investment bank and asset management firm, is seeking a research associate for the Needham Funds to work with its New York-based investment team to provide aide in research of current and potential portfolio holdings. This role requires a passion for growth equities and the ability to conduct bottom-up fundamental research into public growth companies, particularly within the technology and other growth-oriented sectors. Responsibilities: Working in partnership with the Portfolio Managers and analysts, the objective of the Associate is: Fundamental Analysis: Conduct rigorous "bottom-up" research on existing holdings and new investment ideas within the small and mid-cap universe. Research Reporting: Draft investment memos and detailed research reports for the Investment Committee, producing data into actionable recommendations. Company Due Diligence: Meet with management teams, attend industry conferences, and conduct primary research through channel checks and expert calls. Portfolio Monitoring: Track quarterly earnings, regulatory filings, and industry news to assess the ongoing impact on portfolio positioning. Client Relationship Management: Assist in the preparation of investor communications, including quarterly commentaries and performance updates, and provide high-level support for client inquiries regarding specific portfolio holdings and sector trends.

Requirements

• 1–3 years of experience in sell-side Equity Research or buy-side investment analysis, or a similarly related finance position.
• Knowledge in Semiconductors, Power, HPC & AI, Industrials or other engineering-intensive sectors is highly preferred.
• Bachelor’s degree in Accounting, Finance or Engineering, preferred
• High fluency in accounting principles and detailed financial statement analysis.
• Proven self-starter with the ability to work independently and manage multiple projects in a deadline-driven environment.
• Exceptional verbal and written skills, capable of drafting high-quality investment reports and memos.
• Highly detail-oriented with a commitment to maintaining data integrity and accuracy.
• A genuine and passionate interest in equity markets and the evolving technology landscape.

Nice To Haves

• Securities Industry Essentials (SIE), Series 7, and Series 63 licenses are a significant plus.
• Progress toward or completion of the CFA charter is a plus.

Responsibilities

• Conduct rigorous "bottom-up" research on existing holdings and new investment ideas within the small and mid-cap universe.
• Draft investment memos and detailed research reports for the Investment Committee, producing data into actionable recommendations.
• Meet with management teams, attend industry conferences, and conduct primary research through channel checks and expert calls.
• Track quarterly earnings, regulatory filings, and industry news to assess the ongoing impact on portfolio positioning.
• Assist in the preparation of investor communications, including quarterly commentaries and performance updates, and provide high-level support for client inquiries regarding specific portfolio holdings and sector trends.

Benefits

• a 401(k) program with company-matching contributions
• health, dental, vision, life and disability insurance, flexible spending, commuter
• paid time-off plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level