Equity Research Analyst

Select Recruiting Group, LLC; Philadelphia (Philadelphia County); On-site; USD 75,000 - 120,000; Full time

Job summary

Global Investment Management Firm in the greater Philadelphia area seeks an Equity Research Analyst for an on-site role. Local candidates only; relocation not offered.

Key duties include covering companies across sectors in U.S. and international markets, independently researching assignments, producing research notes and investment recommendations, and collaborating with portfolio managers and senior analysts.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• CFA designation.
• 2–5 years of equity research experience.
• Strong work ethic, integrity and commitment to development.

Responsibilities

• Cover companies across sectors in U.S. and international markets.
• Independently research assigned companies and collaborate on evaluation.
• Produce written research notes and investment recommendations.
• Monitor portfolio holdings and evaluate new ideas with PMs and senior analysts.
• Analyze businesses both qualitatively and quantitatively.

Skills

Equity research

Education

Bachelor's degree in Finance, Economics, Accounting or related field

CFA

Job description

Our client, a Global Investment Management Firm is looking for an Equity Research Analyst to join their team in the greater Philadelphia area.

***This is an ON-SITE role. Local candidates only; not open to relocation at this time.

Essential Job Functions:

• Generalist with significant responsibility for company coverage, across sectors, in U.S and international markets.
• Ability to independently research assigned companies, industries, or sectors, while also working collaboratively with others on the team to evaluate the opportunity and reach a conclusion.
• Production of written research notes, investment recommendations, monitoring of existing portfolio investments.
• Works closely with portfolio managers and senior analysts to monitor existing holdings and evaluate new ideas.
• Analyze businesses qualitatively and quantitatively.

Education/Experience:

• Bachelor's degree in Finance, Economics, Accounting or related field.
• CFA.
• 2-5 years of equity research experience.
• A passion for investment management with a strong work ethic, integrity and a dedication to continuing individual development.