Director, Equity Research Analyst

InforCapital, partnership; Chicago (IL); On-site; USD 120,000 - 190,000; Full time

Job summary

MetLife Investment Management (MIM) seeks a seasoned research professional to analyze industry and company fundamentals, monitor portfolio weightings, and screen for investable opportunities. The role involves presenting investment ideas and reallocating resources to optimize performance.

You will engage in meetings with company management and client-facing presentations, covering 20-40 securities with broader secondary coverage.

Qualifications

• 5-10 years of fundamental research experience
• MBA and/or CFA designation
• Experience analyzing Industrial and Energy sectors; SMID capit universe helpful

Responsibilities

• Analyze industry and company fundamentals within assigned industries and sectors
• Monitor and assess industry and company weightings within the portfolio
• Screen coverage universe to identify investable candidates
• Assess value and return potential of current and proposed holdings
• Present investment recommendations in written and verbal form
• Recommend reallocations to optimize portfolio exposure
• Attend company and broker meetings and conferences
• Interview company management to assess investment potential
• Cover 20-40 securities with secondary coverage of others
• Present investment philosophy and portfolio results to clients and consultants

Skills

Fundamental research

Strong communication

Team-oriented

Equity analysis

Education

MBA or CFA

Job description

MetLife Investment Management (MIM) offers the chance to be part of a team driving impact in global markets. With over $600 billion in assets, we apply expertise in Fixed Income, Equities, Private Credit, and Real Estate to create thoughtful, risk-managed investment solutions for institutional clients. At MIM, experience meets impact, and your contributions will help build a legacy spanning over 150 years. You'll turn ideas into action, collaborate with industry professionals, and build a career with lasting influence. If you're seeking a dynamic environment where your work matters, MIM is the place to be. Join us and create something meaningful.

How You’ll Help Us Build a Confident Future (Key Responsibilities)

• Analyze industry and company fundamentals within assigned industries and sectors
• Monitor and assess industry and company weightings within the portfolio for assigned industries and sectors
• Frequently screen coverage universe to create an opportunity set of investable candidates
• Assess and determine the value and return potential of current and proposed holdings
• Presentation (written and verbal) of investment recommendations for potential inclusion into portfolios
• Make recommendations to eliminate current investment and/or reallocate investment resources to other alternatives within the respective coverage area
• Attendance of company and broker-sponsored meetings and conferences
• Interview company management to assess the potential of investment opportunities
• Actively follow 20-40 securities with secondary coverage of additional names
• In addition, the position may involve presentations to clients, consultants, and prospects to help communicate the firm's investment philosophy, investment process, and portfolio results.

What You Need to Succeed (Required Qualifications)

• 5-10 years of fundamental research experience and possess an MBA and/or CFA designation.
• Experience analyzing companies in Industrial and Energy sectors with a demonstrated record of success is preferred
• Incremental experience covering other sectors with a demonstrated record of success will be considered
• Knowledge of the small and SMID cap equity universe along with the ability to identify strong potential investment candidates is essential
• Strong communication skills, both verbal and written are necessary
• The ability and desire to work in a high-performance atmosphere employing a team-oriented philosophy is critical

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.

Source: MetLife Real Estate Career Page