Director Equity Research Analyst - Consumer

Truist; Atlanta (GA); On-site; USD 270,000 - 330,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid vacation

Job summary

Truist is seeking an experienced professional to publish proprietary equity research and provide expert insights into capital markets. Applicants should possess a BA/BS degree, ideally an MBA, and at least 10 years of relevant experience. Key responsibilities include creating detailed research reports, maintaining executive relationships, and executing industry assessments.

The position offers a competitive annual salary of $300,000 along with a comprehensive benefits package, including medical, dental, and retirement plans.

Qualifications

• Minimum of 10 years of related work experience.
• Licenses: SIE, 7 Top Off, Series 63, Series 87, Series 86 or CFA II completion.
• Proven domain expertise in the industry.

Responsibilities

• Create and publish proprietary equity research content.
• Conduct due diligence and provide industry expertise for capital markets.
• Maintain relationships with C-level corporate clients.

Skills

Industry expertise

Analytical skills

Interpersonal skills

Leadership skills

Problem-solving attitude

Education

BA/BS degree

MBA or advanced degree

Job description

Job Overview

Publish proprietary equity research in industries aligned to the firm's Banking sectors, showcasing the firm's expertise in the sector.

Essential Duties and Responsibilities

• Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) for institutional buy-side clients.
• Conduct due diligence and provide industry expertise for capital markets equity transactions, initiating C-suite corporate access resources to institutional equity clients.
• Conduct independent industry assessments and company-specific research reports.
• Maintain relationships with corporate clients at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc.).

Level-Specific Duties

• Apply industry/market/product knowledge to drive revenue production and business growth.
• Use advanced skills to independently conduct industry assessments and company-specific research reports.
• Accumulate client votes from institutional clientele, critical revenue drivers for the STRH platform.
• Conduct critical due diligence execution in capital markets transactions, providing unique industry expertise.
• Play a key role in developing strategy and objectives for designated business area.
• Mentor and coach junior staff.
• Apply highly developed risk-management skills, setting the standard for risk-management practices for the assigned team, coaching and holding the team accountable.

Required Qualifications

• BA/BS degree.
• Licenses: SIE, 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87, and either Series 86 or a FINRA waiver for those who have completed CFA II.
• Minimum of 10 years of related work experience.
• Proven domain expertise and thought leadership in the industry.
• Strong relationships with senior-level institutional buy-side clients.
• Strong relationships with C-level corporate executives.
• Advanced analytical and technical skills combined with a passion for fundamental research and a problem-solving attitude.
• Experience in due diligence execution related to capital markets transactions.
• Excellent interpersonal and listening skills, with the ability to communicate highly complex ideas clearly and concisely.
• Strong partnering and leadership skills.

Preferred Qualifications

• MBA or advanced degree (PhD, JD, MD), and/or CFA designation.
• 12 years of related work experience.
• Experience in mentoring and coaching.
• Annual base salary for this position is $300,000.

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division offering the position. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Paid vacation, sick days, and holidays are provided.

EEO Statement

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify, IER, Right to Work.