2027 Equity Research Analyst

Waggoner Financial; Lansing (MI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, dental, life and disability

401(k) with company match

Generous paid time off

CFA coursework and exam support

Mentorship from senior investment pros

Job summary

Waggoner Financial in Lansing, MI is seeking an Investment Analyst to conduct fundamental equity research and support client portfolios. You will build and maintain financial models, track market trends, and perform due diligence on securities and strategies.

The role requires a bachelor’s degree in finance or related field, 1–3 years of experience (strong candidates without direct equity experience considered), and advancement toward the CFA program.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 1–3 years of experience in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.
• Progress toward or willingness to pursue the CFA program.
• Advanced proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) preferred.
• Strong analytical and quantitative skills.

Responsibilities

• Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios.
• Build and maintain financial models, including valuation and earnings analysis.
• Monitor market developments, economic data, and sector trends relevant to portfolio positioning.
• Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings.
• Prepare research summaries and materials for the investment committee.
• Track and report portfolio performance and benchmarking.
• Direct mentorship from senior investment professionals, with exposure to live portfolio decisions.
• Competitive base salary plus performance based incentive compensation.

Skills

Excel

Financial data platforms

Analytical skills

Quantitative skills

CFA progress

Education

Bachelor’s degree in Finance, Economics, Accounting

Job description

• Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios.

• Build and maintain financial models, including valuation and earnings analysis.

• Monitor market developments, economic data, and sector trends relevant to portfolio positioning.

• Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings.

• Prepare research summaries and materials for the investment committee.

• Track and report portfolio performance and benchmarking.

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.

• 1-3 years of experience in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.

• Progress toward or willingness to pursue the CFA® program.

• Advanced proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) preferred.

• Strong analytical and quantitative skills.

• Preferred (Not Required)

  • CFA® charter or active progress toward it.
  • Prior experience in an RIA, asset management, or investment research setting.

• Comprehensive health, dental, life, and short and long term disability insurance.

• 401(k) with company match.

• Generous paid time off.

• Full support for CFA® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.

• Direct mentorship from senior investment professionals, with exposure to live portfolio decisions.

• Competitive base salary plus performance based incentive compensation.

• A small, collaborative firm environment with direct access to leadership and a real seat at the table.