• Collaborate with the equity research team to produce and publish analysis on companies and industries • Provide Buy/Sell/Hold recommendations on a defined coverage universe • Publish stock reports, research notes, and in-depth actionable thematic and industry research • Build and maintain DCF models and comparable company analyses to determine whether a company's stock is overvalued or undervalued • Present findings through internal and external webinars and live events

• Assist with the investigator recruitment activities utilizing phone scripts, questionnaires, study site materials and other tools for use in evaluating investigative sites. • May assist in identifying study sites by performing site feasibility and recruitment tasks, e.g., completing, disseminating, and reviewing responses to site recruitment questionnaires. • Schedules internal and external meetings as required. • Prepares Investigator Site Files including distribution to study sites (electronically or physically), coordination with shipping vendor, if required. • Performs ongoing essential document collection and review, maintenance, and close-out activities, organizing and maintaining site level data in the trial master file (TMF) under general supervision ensuring that sponsor and investigator obligations are being met and are compliant with ICH/GCP guidelines and applicable local regulations. • Assist with sets up and maintains site-related data in applicable clinical systems according to procedures and guidelines. Utilizes the Clinical Trial Management System (CTMS) to ensure milestones and activities are accurately tracked. • Acts as site contact/liaison for study and site management issues including addressing questions, assists with managing study supplies, and may support offsite central monitoring activities. Escalates issues and risks as needed. • Ensures timely and complete data entry by site in EDC or any other system that requires data entry. • Sends email blasts/newsletter, updates, and updated study core documents to study site personnel. • Assists in providing logistics support in samples management and tracking, where applicable and in study supply management. • Supports investigators and investigative staff in fulfilling obligations regarding local submissions according to local regulatory and Institution Review Board (IRB)/Independent Ethics Committee (IEC) requirements. • Assists in data review inclusive of site level data review, resolutions provided by sites to queries, facilitates database closure and freezing procedures as per study plans. • Assist with study tracking via the CTMS, Study specific trackers or Sponsor designated system to ensure that the study reporting is current, accurate and complete. • Documents site and Sponsor contact and study interactions in a timely and professional manner. • Assist in remote review of the electronical Investigator Site File, where applicable. • Assists with Investigational Product accountability, where applicable. • Consults with project team members regarding study site issues. • Provides quality review of the amended site level informed consent template. • Follows up with sites for trial invoices and ensures the CTMS is accurately updated to allow the timely processing of Investigator Payments. • May attend site visits as needed, supporting the CRA to ensure sponsor and investigator obligations related to the study documentation are being met and are compliant with applicable regulatory requirements and guidelines. • May serve as an Independent Essential Document Reviewer post-SIV. • Supports on-site visits activities if needed. • May mentor an In-house CRA Trainee (New Graduate Level) • Performs other duties as assigned by management. • Performs all tasks in accordance with applicable guidelines, (e.g., ICH-GCP), company and sponsor SOPs, project plan, study-specific processes, local regulatory requirements.

• Assist with the investigator recruitment activities utilizing phone scripts, questionnaires, study site materials and other tools for use in evaluating investigative sites. • May assist in identifying study sites by performing site feasibility and recruitment tasks, e.g., completing, disseminating, and reviewing responses to site recruitment questionnaires. • Schedules internal and external meetings as required. • Prepares Investigator Site Files including distribution to study sites (electronically or physically), coordination with shipping vendor, if required. • Performs ongoing essential document collection and review, maintenance, and close-out activities, organizing and maintaining site level data in the trial master file (TMF) under general supervision ensuring that sponsor and investigator obligations are being met and are compliant with ICH/GCP guidelines and applicable local regulations. • Assist with sets up and maintains site-related data in applicable clinical systems according to procedures and guidelines. Utilizes the Clinical Trial Management System (CTMS) to ensure milestones and activities are accurately tracked. • Acts as site contact/liaison for study and site management issues including addressing questions, assists with managing study supplies, and may support offsite central monitoring activities. Escalates issues and risks as needed. • Ensures timely and complete data entry by site in EDC or any other system that requires data entry. • Sends email blasts/newsletter, updates, and updated study core documents to study site personnel. • Assists in providing logistics support in samples management and tracking, where applicable and in study supply management. • Supports investigators and investigative staff in fulfilling obligations regarding local submissions according to local regulatory and Institution Review Board (IRB)/Independent Ethics Committee (IEC) requirements. • Assists in data review inclusive of site level data review, resolutions provided by sites to queries, facilitates database closure and freezing procedures as per study plans. • Assist with study tracking via the CTMS, Study specific trackers or Sponsor designated system to ensure that the study reporting is current, accurate and complete. • Documents site and Sponsor contact and study interactions in a timely and professional manner. • Assist in remote review of the electronical Investigator Site File, where applicable. • Assists with Investigational Product accountability, where applicable. • Consults with project team members regarding study site issues. • Provides quality review of the amended site level informed consent template. • Follows up with sites for trial invoices and ensures the CTMS is accurately updated to allow the timely processing of Investigator Payments. • May attend site visits as needed, supporting the CRA to ensure sponsor and investigator obligations related to the study documentation are being met and are compliant with applicable regulatory requirements and guidelines. • May serve as an Independent Essential Document Reviewer post-SIV. • Supports on-site visits activities if needed. • May mentor an In-house CRA Trainee (New Graduate Level) • Performs other duties as assigned by management. • Performs all tasks in accordance with applicable guidelines, (e.g., ICH-GCP), company and sponsor SOPs, project plan, study-specific processes, local regulatory requirements.

• With clear guidance identify and acquire project data. • Build datasets from secondary sources and/or primary research for project-specific modeling including cleaning, restructuring and validating data. • Primary research projects include instrument design, survey QC and testing, as well as analysis and reporting. • Conduct prescribed analysis accurately. • Identify potentially meaningful findings and significant insights from analysis. • Fill data holes as needed to support conclusions. • Prepare simple charts, graphs and supporting report materials for assigned project areas, write key findings. • Summarize findings clearly and contribute to internal discussions. • Identify ways to work more efficiently. • Abide by firm operating procedures and client policy requirements including pharmacovigilance. • Research Associates must work both independently and as part of a project team to deliver high quality, error-free work in an efficient manner; report to Consultants, Managing Consultants and/or Executives during the course of an engagement; and work simultaneously on multiple client engagements, demonstrating solid project management skills.