Equity Research Analyst - Building Products (Industrials)

Truist•Atlanta, GA

5d•Onsite

About The Position

The Equity Research Analyst will be responsible for publishing proprietary equity research in industries aligned to the firm's Banking sectors, exhibiting the firm's expertise in the sector. This role involves creating and publishing proprietary equity research content with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients. The analyst will conduct due diligence, provide industry expertise for capital markets equity transactions, and initiate C-suite corporate access resources for institutional equity clients. This includes organizing non-deal roadshows, conferences, field trips, bus tours, and conference calls. The position requires conducting independent industry assessments and company-specific research reports, and engaging with corporate client relationships at the C-Level (CEO, President, COO, CFO, Director of Strategy, etc.). Level-specific duties include working closely with senior and supervisory analysts in the research and publication process, conducting research at macro, industry, and individual company levels, building financial models, performing financial and valuation analyses, formulating investment ideas, and writing research commentary. Depending on experience, the analyst may also work with Capital Markets, sales, and trading to leverage research products, maintain dialogue with covered companies, and work with institutional buy-side clients.

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.
1 year of related work experience since earning BA/BS degree.
Strong financial modeling skills.
Proven analytical ability and attention to detail.
Proven ability to work well in a fast-paced, team-oriented environment.
Strong written and oral communication skills.

Nice To Haves

2 years of related work experience since earning BA/BS degree.

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.
Initiate 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).
Works closely with senior analyst and team 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.
Conducts financial and valuation analyses.
Formulates investment ideas.
Writes draft research commentary.
Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
Depending on experience Analyst Program Participant and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.