Equity Research Analyst – Building Products, Industrials

Jobtailor; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor in New York, NY seeks an equity research professional to publish proprietary content with Buy, Hold, and Sell recommendations for institutional clients. You will conduct due diligence, build industry models, and provide company forecasts while maintaining relationships with C-suite executives and research teams.

The role requires a BA/BS, SIE, and multiple FINRA licenses, plus strong financial modeling and communication skills in a fast-paced environment.

Qualifications

• BA/BS degree required.
• SIE and 7 Top Off (or Series 7 for those licensed prior to Oct 2019).
• Series 63 and Series 87.
• Series 86 or CFA II.
• 1 year of related work experience since earning BA/BS degree.
• Strong financial modeling skills.

Responsibilities

• Publish proprietary equity research content with Buy/Hold/Sell recommendations for institutional clients.
• Conduct due diligence and provide industry expertise for capital markets equity transactions.
• Engage with C-suite executives and institutional buy-side clients to present research.
• Collaborate with capital markets, sales, and trading to leverage research products.
• Build industry and company models including revenue, EPS, cash flow forecasts.

Skills

Financial modeling

Analytical ability

Attention to detail

Team collaboration

Written communication

Oral communication

English fluency

Education

BA/BS degree

SIE

Series 7

Series 63

Series 86

Series 87

Tools

FINRA licensing knowledge

Job description

• Publish proprietary equity research in industries aligned to the firm's Banking sectors
• Create and publish proprietary equity research content with Buy, Hold, and Sell stock recommendations to institutional buy-side clients
• Conduct due diligence and provide industry expertise for capital markets equity transactions
• Initiate C-suite corporate access resources for institutional equity clients, including non-deal roadshows, conferences, field trips, bus tours, and conference calls
• Conduct independent industry assessments and company-specific research reports
• Manage corporate client relationships at the highest C-level, including CEO, President, COO, CFO, and Director of Strategy
• Work closely with senior analysts, research teams, and supervisory analysts in research production and publication
• Conduct macro, industry, and individual company research
• Build industry and company-level models, including market, market share, revenue, EPS, and cash flow forecasts
• Conduct financial and valuation analyses
• Formulate investment ideas
• Write draft research commentary
• Collaborate with Capital Markets, sales, and trading to leverage research products with institutional clients
• Maintain dialogue with representatives of covered companies
• Work with institutional buy-side clients to leverage research products

Requirements

• BA/BS degree
• SIE and 7 Top Off (or Series 7 for those licensed prior to October 2019)
• Series 63
• Series 87
• Series 86 or a FINRA waiver for those who have completed CFA II
• 1 year of related work experience since earning BA/BS degree
• Strong financial modeling skills
• Proven analytical ability and attention to detail
• Ability to work well in a fast-paced, team-oriented environment
• Strong written and oral communication skills
• English language fluency required
• 2 years of related work experience since earning BA/BS degree preferred

Core Competencies

Demonstrates expertise in equity research, financial modeling, and investment analysis, with a strong focus on building relationships with C-suite executives and institutional clients. Proficient in conducting due diligence and providing industry insights to support capital markets transactions.

Highest-signal resume keywords

• Equity Research
• Financial Modeling
• Investment Analysis
• C-Suite Client Management
• Analytical Ability

Hard Skills

• Financial Modeling Skills
• Valuation Analysis
• Market Forecasting
• Due Diligence
• Research Report Writing

Soft Skills

• Attention to Detail
• Team Collaboration
• Written Communication
• Oral Communication

Certifications & Qualifications

• SIE
• Series 7
• Series 63
• Series 86
• Series 87

Industry Keywords

• Equity Research
• Capital Markets
• Institutional Clients
• C-Suite Access
• Investment Ideas