Equity Analyst

Commerce Trust; Kansas City (MO); On-site; USD 137,000 - 187,500; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Personal time off

Education assistance

Job summary

Commerce Trust seeks an experienced investment professional to conduct in-depth fundamental equity research on industries, companies, and equities, delivering buy/sell recommendations and clear communication to the investment team. You will assess market developments, analyze portfolio holdings, and identify trade opportunities with strong collaboration across teams.

The role requires a strong background in equity markets, valuation methods, and the ability to explain complex concepts to diverse

Qualifications

• Bachelor’s degree in finance, economics, accounting or related field.
• 5+ years of equity research, portfolio management, or investment analysis experience.
• CFA designation preferred; Level of role tied to knowledge and education.

Responsibilities

• Provide fundamental research on industries, companies, and publicly traded securities.
• Provide valuation analysis leading to investment recommendations.
• Present investment recommendations and research to the investment team clearly.
• Monitor market developments and assess impacts on portfolio positioning and risk.
• Analyze portfolio holdings and identify trade opportunities and risks.
• Maintain relationships with sell-side analysts to strengthen insights.
• Prepare clear written communications and present theses to diverse audiences.
• Perform other duties as assigned.

Skills

Equity research

Valuation analysis

Communication skills

Financial modeling

Education

Bachelor's degree in finance/economics/accounting

MBA preferred

CFA designation preferred

Job description

About Working At Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

About Working At Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn\'t come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
Compensation Range
Annual Salary: $137,000.00 - $187,500.00 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of this role is to conduct in-depth fundamental equity research on industries, companies and individual equities to make buy/sell recommendations; then clearly communicate research to investment team.
Essential Functions

• Provide fundamental research on industries, companies, and their publicly traded securities
• Provide valuation analysis leading to recommendation of investment actions
• Present investment recommendations and associated research to the investment team in a clear concise manner
• Monitor market, economic, policy, and company-specific developments and assess their impact on portfolio positioning and risk
• Analyze portfolio holdings, attribution, and relative performance to identify trade opportunities, risks, and associated actions
• Maintain relationships with sell-side analysts and industry contacts to strengthen research insight and idea generation
• Prepare clear written communication and present complex investment theses to a wide variety of audiences
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Deep knowledge of equity markets, portfolio construction, valuation methods, and fundamental equity research
• Ability to explain complex investment ideas to both technical and non-technical audiences
• Sound judgment, intellectual curiosity, and the ability to operate independently while collaborating effectively across investment teams
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Advanced level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

• Bachelor’s degree in finance, economics, accounting, or a related field required; MBA or other advanced study preferred
• 5+ years of experience in equity research, portfolio management, or investment analysis required
• Chartered Financial Analyst (CFA) designation preferred
• Level of role is determined by knowledge, experience, skills, abilities, and education.
• For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Investment Analyst III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $137,000 to $187,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 1000 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time