Equity Research Analyst

Sequoia Financial Group; Nashville (TN); Hybrid; USD 65.000 - 110.000; Vollzeit

Zusammenfassung

Sequoia Financial Group is seeking a Research Analyst to support the Select Equity team in stock selection and performance tracking. You will assist the Portfolio Manager and Senior Research Analyst with data collection, analysis, and reporting, with opportunities to own coverage over time.

You will prepare educational materials for advisors and clients and monitor market movements affecting covered stocks and sectors, communicating key insights to leadership.

Qualifikationen

• Bachelor’s degree in Finance, Economics or Accounting.
• Master's degree preferred.
• High competence in Microsoft Excel, as well as Word and PowerPoint; pivot tables and v-lookups experience.
• Strong computer and interpersonal skills; clear communication.

Aufgaben

• Collecting, organizing, and presenting data related to existing and potential investments.
• Updating performance reports including fundamental and technical analysis of existing portfolio names and prospects.
• Preparing PowerPoint presentations for advisor and client education, including thematic performance attribution.
• Monitoring market movements and developments of covered stocks and sectors.
• Communicating key takeaways from meetings with company management and experts to the Portfolio Manager.

Kenntnisse

Analytical aptitude

Strong communication

Data organization

Pivot tables

V-lookups

Microsoft Excel

Microsoft Word

PowerPoint

Ausbildung

Bachelor’s degree in Finance, Economics or Accounting

Master's degree preferred

Tools

Microsoft Excel

PowerPoint

Word

Jobbeschreibung

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We will only consider applicants local to Nashville, TN who do not require sponsorship now or at any point in the future. Unfortunately, relocation and sponsorship are not available for this role.

Summary Of The Position

The Research Analyst is a member of Investment Research’s Select Equity team, which manages four domestic equity strategies including Large Cap Core, Large Cap Growth, Small/Mid Cap, and Equity Income. The team manages over $2 billion in assets under management. The Research Analyst’s primary role is to support the Select Equity team’s Portfolio Manager and Senior Research Analyst in stock selection. Upon successful demonstration of supporting senior team members, the analyst will own coverage of existing stocks and sectors, keeping up-to-date on market moving developments. Further growth areas include recommending buy and sell recommendations to the Portfolio Manager.

Responsibilities

• Collecting, organizing, and presenting data related to existing and potential investments.
• Updating performance reports including fundamental and technical analysis of existing portfolio names and prospects.
• Preparing PowerPoint presentations for advisor and client education, including thematic performance attribution.
• Monitoring market movements and developments of covered stocks and sectors.
• Communicating to the Portfolio Manager key takeaways from meetings with company management teams and subject matter experts.

Required Skills/Experience

• Bachelor’s degree in Finance, Economics or Accounting
• Master's degree preferred
• High competence in Microsoft Excel, as well as competence with Microsoft Word and PowerPoint. Must have experience with pivot tables and v-lookups.
• Strong computer and interpersonal skills are a must.
• Clear communication skills.
• Must work well in a small, entrepreneurial, and collegial environment and with minimal supervision.
• Analytical aptitude, attention to detail and genuine interest in the efficient collection and organization of data will help ensure success.
• Interest in investments and willing to deep dive into various sectors and industries.

Competencies

• Ability to identify & prioritize critical tasks in order to meet multiple deadlines.
• Strong presentation skills along with the ability to concisely articulate complex financial concepts in verbal and written form.
• Works well within fast paced team environment.
• Strong written and verbal communication skills.
• Detail oriented & organized.

Work Authorization & Sponsorship

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship.

EEO Statement

At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions

Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.

Employer Rights

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.