Associate Equities Analyst
About The Position
Participates in securities research efforts and special projects as assigned. Runs securities analysis models and generates reports to support credit portfolio construction. Provides industry/sector fixed income research coverage on modest universe of securities with a goal of establishing a foundation in financial statement and security analysis. Under the guidance of a senior analyst, analyzes financial statements and industry data to build a credit profile for active issuers in fixed income markets. Begins to make issuer and security-specific recommendations, synthesizing and drawing conclusions from a wide variety of primary and secondary sources of market, industry, and company data.
Requirements
- University / college degree, with 2+ years of relevant professional experience.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Analytical Thinking
- Decision Making and Critical Thinking
- Effective Communications
- Financial Analysis
- Financial Statement Analysis
- Managing Multiple Priorities
- Problem Solving
- Quantitative Research
- Quantitative Techniques
- Research Analysis
Nice To Haves
- Experience in fundamental equity analysis, preferably with exposure to Energy, Utilities or Information Technology.
- Understanding of FactSet Research Systems.
- Ability to navigate and understand the various modules within the software to help deliver the reports needed to facilitate decision making for the Advantage Equity team.
- Proficient writing capabilities, with a focus on effectively distilling the basic drivers of portfolio performance relative to respective strategy benchmarks.
- Strong data management and Excel skills.
- Attention to detail – particularly with data retention and the ability to store data related to these projects in a timely and accurate manner.
- Ability to work well with the entire team on special projects.
- Ability to think outside the box for new solutions to problems/issues that help the efficiency of the entire team.
- Account Management
- Budget Management
- Capital Management
- Corporate Finance
- Financial Management
- Investment Banking
- Price Management
- Revenue Recognition
- Strategic Objectives
- Wealth Management
Responsibilities
- Participates in securities research efforts and special projects as assigned.
- Runs securities analysis models and generates reports to support credit portfolio construction.
- Provides industry/sector fixed income research coverage on modest universe of securities with a goal of establishing a foundation in financial statement and security analysis.
- Under the guidance of a senior analyst, analyzes financial statements and industry data to build a credit profile for active issuers in fixed income markets.
- Begins to make issuer and security-specific recommendations, synthesizing and drawing conclusions from a wide variety of primary and secondary sources of market, industry, and company data.
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
