Equity Research Analyst | Growth & Sector Coverage

ADP, Inc.; Nashville (TN); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Sequoia Financial Group seeks an Equity Research Analyst in Nashville, TN to support the Select Equity team. You will assist the Portfolio Manager and Senior Analyst with stock selection and market updates, with growth into owning stock coverage and making buy/sell recommendations.

The role emphasizes data collection, performance analysis, and professional presentations for advisors and clients, in a fast-paced, entrepreneurial environment.

Competenze

• Bachelor’s degree in Finance, Economics or Accounting required.
• Master's degree preferred.
• Strong Excel skills (pivot tables and VLOOKUPs) and proficiency with Word/PowerPoint.

Mansioni

• Collect, organize, and present data related to investments.
• Update performance reports including fundamental and technical analysis of portfolio names and prospects.
• Prepare PowerPoint presentations for advisor and client education, including performance attribution.
• Monitor market movements and developments of covered stocks and sectors.
• Communicate key takeaways from meetings with company management to the Portfolio Manager.

Conoscenze

Analytical ability

Attention to detail

Communication skills

Teamwork

Organized

Formazione

Bachelor's in Finance/Economics/Accounting

Master's degree preferred

Strumenti

Microsoft Excel

Microsoft Word

PowerPoint

Pivot tables

VLOOKUPs

Descrizione del lavoro

Sequoia Financial Group seeks an Equity Research Analyst in Nashville, TN to support the Select Equity team. You will assist the Portfolio Manager and Senior Analyst with stock selection and market updates, with growth into owning stock coverage and making buy/sell recommendations.

The role emphasizes data collection, performance analysis, and professional presentations for advisors and clients, in a fast-paced, entrepreneurial environment.