Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
Requirements
- Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
- Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
- Advanced written and oral communication skills and teaming ability.
- Strong analytical and sales skills
- Advanced Degree and/or CFA Designation
- 6+ years of related work experience
Responsibilities
- Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
- Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
- Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
- Conduct independent industry assessments and company-specific research reports.
- Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
- Conducts research at several levels: macro, industry and individual companies
- Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
Other
- English (Required)
- 1st shift (United States of America)
- BA/BS degree
- Minimum of 5 years of related work experience or academic study beyond BA/BS.
- Experience in mentoring and coaching
