Research Analyst - Equity
About The Position
The Research Analyst initiates and conducts research on the investment suitability of individual securities and classes of securities, drawing on sources such as annual and industry reports, trade journals, technical periodicals, and broker and management reports. The role discusses industry and company developments with senior management of assigned corporations, including research and development trends, order backlogs, current and projected sales, trade position, labor relations, and plant capacity. It also discusses companies and industries with securities analysts inside and outside the company. The analyst prepares or supervises research reports for investment officers or committees, often including buy, sell, or hold recommendations. The role also helps analyze investment portfolio composition and recommend 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 into the investment suitability of individual securities and classes of securities.
- Use annual and industry reports, trade journals, technical periodicals, and broker and management reports as research sources.
- Discuss research and development trends, order backlogs, current and projected sales, trade position, labor relations, and plant capacity with senior management of assigned corporations.
- 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 strategies to fulfill investment objectives.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- 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
