Energy & Materials Equity Research Analyst

Threadneedle group; Charlotte, Northern (MI, KY); Hybrid; USD 158,000 - 237,000; Full time

Job summary

Columbia Threadneedle Investments seeks an Energy & Materials Equity Analyst to perform fundamental research across oil & gas, energy services, chemicals, metals & mining, packaging, and construction materials. You will build financial models, develop investment theses, and support portfolio construction while collaborating with portfolio managers and senior stakeholders.

Role requires extensive equity research experience and strong communication skills to convey complex views to advisors and

Qualifications

• Requires 7+ years of equity research experience in energy/materials or related investment function.
• Bachelor’s degree in Finance, Economics, Accounting, Business or related field; MBA/CFA preferred.
• Securities licenses or eligibility to obtain within timeframe.

Responsibilities

• Conduct in-depth fundamental research on sectors and companies, including financial analysis and investment theses.
• Build/maintain financial models, forecasts, price targets, risk assessments, and investment recommendations.
• Partner with portfolio managers to provide timely insights on holdings and benchmark performance.

Skills

Equity research

Financial modeling

Valuation

Communication

Collaboration

Licensing

Education

Bachelor's degree

MBA

CFA designation

Job description

Columbia Threadneedle Investments seeks an Energy & Materials Equity Analyst to perform fundamental research across oil & gas, energy services, chemicals, metals & mining, packaging, and construction materials. You will build financial models, develop investment theses, and support portfolio construction while collaborating with portfolio managers and senior stakeholders.

Role requires extensive equity research experience and strong communication skills to convey complex views to advisors and