Equity Research Management Specialist


New York, NY

Job Overview

The Equity Research Management Specialist is a new role within Cowen Research Management that will report to and work closely with the Associate Director of Research to support oversight of critical processes and areas of responsibility, including

  • Analyst Vetting;
  • Business Review and Screening Committees;
  • Compliance Coordination;
  • Coverage Planning;
  • Investment Policy Committee;
  • Research Operations, Infrastructure and Administration; and
  • Strategic Initiatives

The successful candidate will be someone who thrives in a fast-paced, dynamic and collaborative environment, looking to expand their role and grow their contributions over time.  This role will demand a wide breadth of professional versatility, spanning ‘hard’ and ‘soft’ skills and requiring strategic acumen as well as day-to-day engagement in detail-oriented tasks.  Focus areas will also evolve in tandem with the needs of the business.  Experienced candidates interested in making a career change are welcomed to apply, as are front-office professionals seeking a move to a management position.

Job Requirements / Qualifications

  • Strong verbal and written communication skills, with ability to engage effectively with a wide range of professionals representing different constituencies and levels of seniority;
  • Strong intellectual curiosity, interest in problem-solving and desire to drive positive outcomes for the firm’s business and culture;
  • Strong organizational skills, work ethic and professional polish;
  • Strong proficiency in Excel and PowerPoint, with ability to undertake a range of analytical projects and produce top-quality work, including written presentations distributed to large internal and external audiences;
  • Experience in any of: Investment Research (buy-side or sell-side), Investment Banking, Capital Markets, Private Equity, Family Office, Accounting, Finance, Business Development, Consulting or Law (Broker-Dealer, Corporate Finance or M&A preferred);
  • Securities licenses (Series 7/SIE, 24, 87) or willingness to obtain those over time; and
  • CFA or similar accreditation an asset but not required

Who We Are

Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide.

At Cowen, inclusion and diversity are catalysts for success and innovation in everything we do. We pride ourselves on our empathetic and collaborative culture, where the power of diversity is harnessed to transform the status quo. Our focus on inclusion expands our thinking in order to generate better outcomes for clients, while striving to increase fairness and equity for our colleagues. Cowen’s vision of creating a more inclusive and equitable future is supported by our core values and is essential to our ability to outperform.

Learn more: https://www.cowen.com/ and https://www.linkedin.com/company/cowen-inc/

Our Values

Vision: We consistently deliver differentiated and disruptive insights that help our clients outperform

Empathy: We proactively consider and account for the priorities and concerns of our colleagues and clients

Sustainability: We endeavor to produce ideas and solutions that are ethically grounded and aim to pass the test of time

Tenacious Teamwork: We elevate collaboration to new levels, empowering our ability to provide the best solutions for our clients



Protect Yourself from Recruitment Fraud. Recruitment fraud can be attempted through fake job postings, fake websites (posing as a Company) or unauthorized individuals impersonating recruiters (even using employee names). Depending on the role, Cowen will ask candidates to complete 2-4 interviews with Cowen employees before receiving an offer for employment. All communication regarding the interview process will come from an @cowen.com or @greenhouse.io email address. At no time throughout the hiring process will a Cowen recruiter or Human Resource Professional request any type of payment in order to be considered for the role. In addition, candidates will not be asked to submit personal information as a pre-requisite for the interview process.