Equity Analyst

Commerce Bank•Kansas City, MO

1d•$137,000 - $187,500•Onsite

About The Position

The main purpose of this role is to conduct in-depth fundamental equity research on industries, companies and individual equities to make buy/sell recommendations; then clearly communicate research to investment team. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Requirements

Deep knowledge of equity markets, portfolio construction, valuation methods, and fundamental equity research
Ability to explain complex investment ideas to both technical and non-technical audiences
Sound judgment, intellectual curiosity, and the ability to operate independently while collaborating effectively across investment teams
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Advanced level proficiency with Microsoft Word, Excel and Outlook
Bachelor’s degree in finance, economics, accounting, or a related field required
5+ years of experience in equity research, portfolio management, or investment analysis required

Nice To Haves

MBA or other advanced study preferred
Chartered Financial Analyst (CFA) designation preferred

Responsibilities

Provide fundamental research on industries, companies, and their publicly traded securities
Provide valuation analysis leading to recommendation of investment actions
Present investment recommendations and associated research to the investment team in a clear concise manner
Monitor market, economic, policy, and company-specific developments and assess their impact on portfolio positioning and risk
Analyze portfolio holdings, attribution, and relative performance to identify trade opportunities, risks, and associated actions
Maintain relationships with sell-side analysts and industry contacts to strengthen research insight and idea generation
Prepare clear written communication and present complex investment theses to a wide variety of audiences
Perform other duties as assigned