Research Analyst - Equity
About The Position
The Research Analyst - Equity initiates and conducts research on the investment suitability of individual securities or classes of securities, using sources such as annual and industry reports, trade journals, technical periodicals, and brokers’ and management reports. The analyst discusses company and industry developments with senior management of assigned corporations and with other professional securities analysts inside and outside the company. The role prepares or supervises research reports for investment officers or committees, often including buy, sell, or hold recommendations. It also assists in analyzing investment portfolio composition and recommending portfolio strategies to meet investment objectives.
Requirements
- Bachelor’s degree or equivalent work experience.
- One to two years of research experience.
Nice To Haves
- Basic understanding of investment management.
- Some knowledge of equity research and analysis techniques and mathematical decision modeling.
- Good understanding of the economy and market conditions.
- Ability to work independently.
- Well-developed analytical skills.
- Excellent verbal and written communication skills.
Responsibilities
- Initiate and conduct research on the investment suitability of individual securities or classes of securities.
- Use annual or industry reports, trade journals, technical periodicals, and brokers’ and management reports as research sources.
- Discuss industry and company trends with senior management of assigned corporations, including research and development, order backlogs, current and projected sales, trade position, labor relations, and plant capacity.
- Discuss companies and industries with professional securities analysts inside and outside the company.
- Prepare or supervise research reports for investment officers or committees, often including buy, sell, or hold recommendations.
- Assist in analyzing investment portfolio composition and recommending portfolio strategies to fulfill investment objectives.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of two to five weeks, depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase.
- 401(k) contribution and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
