Director Equity Research Analyst - Consumer

Truist Bank•New York, NY

4d•Onsite

About The Position

The Director Equity Research Analyst - Consumer position involves publishing proprietary equity research in industries aligned to the firm's Banking sectors, showcasing the firm's expertise. The role requires creating and publishing proprietary equity research content with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients. It also includes conducting due diligence, providing industry expertise for capital markets equity transactions, and initiating C-suite corporate access resources to institutional equity clients. The analyst will conduct independent industry assessments and company-specific research reports, and be involved with corporate client relationships at the highest C-Level. Level-specific duties include applying industry/market/product knowledge to drive revenue, independently conducting research, accumulating client votes for the STRH platform, executing due diligence, initiating C-suite corporate access, developing strategy, mentoring junior staff, and applying risk management skills.

Requirements

BA/BS degree
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.
Minimum of 10 years of related work experience
Proven domain expertise and thought leadership in the industry.
Strong relationships with senior level, meaningful institutional buy-side clients.
Strong relationships with C-level corporate executives.
Advanced analytical and technical skills combined with a passion for fundamental research and a problem solving attitude.
Experienced in due diligence execution related to capital markets transactions.
Excellent interpersonal and listening skills, with the ability to communicate highly complex ideas clearly and concisely.
Strong partnering and leadership skills.

Nice To Haves

MBA or advanced degree (PhD, JD, MD), and/or CFA designation
12 years of related work experience
Experience in mentoring and coaching

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.
Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc).
Applies industry/market/product knowledge to drive revenue production and business growth.
Applies knowledge and experience, and advanced skills to independently conduct industry assessments and company-specific research reports.
Critical involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc).
Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
Plays a key role in developing strategy and objectives for designated business area.
Mentors and coaches junior staff.
Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.