Director, Equity Research & C-Suite Access

Truist

Georgia

On-site

USD 270,000 - 330,000

Full time

14 days+

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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.