Equity Research Analyst - Building Products (Industrials)

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 89,000 - 121,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation is seeking an experienced equity research professional to publish proprietary content focused on designated industries. The role centers on stock recommendations and institutional client engagement.

Responsibilities include building industry and company models, performing financial analyses, and developing investment ideas. Strong communication and teamwork are essential in a fast-paced environment.

Qualifications

• BA/BS degree required
• SIE and the Series 7 (or Series 7 for those licensed prior to Oct 2019), Series 63, Series 87 and either the Series 86 or a CFA II waiver
• 1 year of related work experience since earning BA/BS degree
• Strong financial modeling skills
• Proven analytical ability and attention to detail
• Proven ability to work well in a fast-paced, team-oriented environment
• Strong written and oral communication skills

Responsibilities

• Publish proprietary equity research content with stock recommendations for institutional clients
• Conduct due diligence and provide industry expertise for equity transactions
• Initiate C-suite corporate access resources including non-deal roadshows and conferences
• Conduct independent industry assessments and company research reports
• Interact with senior client relationships at the CEO/President level

Skills

Financial modeling

Analytical ability

Attention to detail

Teamwork

Written and verbal communication

1 year work experience

2 years work experience (preferred)

Education

BA/BS degree

SIE + Series 7 + Series 63 + Series 87 (or CFA II waiver)

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 108

Please review the following job description:

Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)

Level-specific duties:

1. Works closely with senior analyst and team in the research production process as well as with the supervisory analysts in the publication process.
2. Conducts research at several levels: macro, industry and individual companies
3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
4. Conducts financial and valuation analyses.
5. Formulates investment ideas.
6. Writes draft research commentary.
7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
8. Depending on experience Analyst Program Participant and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.

Required Qualifications:

1. BA/BS degree
2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3. 1 year of related work experience since earning BA/BS degree.
4. Strong financial modeling skills.
5. Proven analytical ability and attention to detail.
6. Proven ability to work well in a fast-paced, team-oriented environment
7. Strong written and oral communication skills

Preferred Qualifications:

1. 2 years of related work experience since earning BA/BS degree.

- The annual base salary for this position in New York is $105,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.