Director Equity Research Analyst - Consumer

Truist Wealth; Georgia; On-site; USD 270,000 - 330,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid holidays

Job summary

Truist Wealth seeks a senior equity research professional to publish proprietary content and stock recommendations for institutional clients in designated industries. You will conduct due diligence, provide industry expertise, and enable high-level corporate access including non-deal roadshows and conferences.

Responsibilities include developing industry assessments, researching company fundamentals, and advising C-suite relationships to drive revenue.

Qualifications

• BA/BS degree required.
• Licenses: SIE and Series 7/63/87 (or CFA waiver).
• Minimum 10 years of related work experience.
• Strong domain expertise and thought leadership.
• Proven relationships with senior institutional clients and executives.
• Advanced analytical and technical research skills.
• Experience in due diligence for capital markets.
• Excellent interpersonal and listening abilities; concise communication.
• Leadership and mentorship capabilities.

Responsibilities

• Create and publish proprietary equity research content with stock ideas for institutional clients.
• Conduct due diligence and provide industry expertise for capital markets equity transactions.
• Initiate C-suite corporate access resources for institutional clients (non-deal roadshows, conferences).
• Develop industry assessments and company-specific research reports.
• Engage senior client relationships (CEO, President, CFO, etc.).
• Mentor junior staff and lead team risk management practices.

Skills

Senior stakeholder relationships

Analytical skills

Communication & interpersonal

Leadership & mentoring

Education

BA/BS degree

MBA or CFA designation (preferred)

Tools

FINRA licenses: SIE, Series 7/63/87, Series 86

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Essential Duties and Responsibilities

• Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
• Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
• Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
• Conduct independent industry assessments and company-specific research reports.
• Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc).

Level-specific duties:

• Applies industry/market/product knowledge to drive revenue production and business growth.
• Applies knowledge and experience, and advanced skills to independently conduct industry assessments and company-specific research reports.
• Critical involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
• Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
• Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
• Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
• Plays a key role in developing strategy and objectives for designated business area.
• Mentors and coaches junior staff.
• Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.

Required Qualifications

• BA/BS degree
• Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the 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, meaningful 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.
• Experienced 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

The annual base salary for this position is $300,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

About Truist: Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.