Equity Research Associate

Fifth Third Bank, N.A.; Cincinnati (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking an Equity Research Associate to conduct in-depth equity research and provide investment recommendations. The role requires a Bachelor’s degree in finance or related fields, and a minimum of two years of relevant research experience. This position is situated in a dynamic financial environment, where attention to detail and analytical skills are paramount to drive superior customer investment experiences.

Qualifications

• Bachelor’s degree required, major in relevant field preferred.
• CFA or other professional industry designation preferred.
• Minimum 2 years of investment or financial research experience required.

Responsibilities

• Conduct fundamental research on equities and provide recommendations.
• Build and maintain financial models of companies under coverage.
• Create written equity research reports supporting stock recommendations.

Skills

Written communication

Verbal communication

Analytical skills

Interpersonal skills

Education

Bachelor’s degree

Finance, Accounting, Economics, or Business Administration

Tools

Bloomberg

Capital IQ

Microsoft Office

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:
Conduct bottom-up, fundamental equity research on publicly traded individual equities with a focus on domestic large capitalization companies. Provide research coverage and make recommendations on individual equities to support Fifth Third Bank or Fifth Third Wealth Advisors (FTWA).

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Perform quantitative and fundamental research on individual equities for use in client accounts.

• Conduct industry and sector research to assess trends and identify potential changes that could impact growth rates, returns on investment, or valuations.

• Build, update, and maintain financial and valuation models of companies under coverage.

• Effectively communicate, explain, and defend investment recommendations.

• Create written, formal equity research reports supporting stock recommendations.

• Assist and interface with advisor teams resolving ad-hoc investment questions in a timely manner.

• Keep advisor teams informed of developments associated with stocks under coverage.

• Special project work as assigned.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor’s degree required. A major in Finance, Accounting, Economics, or Business Administration preferred.

• CFA (or other professional industry designation) preferred or in process.

• Minimum 2 years of investment or financial research experience required.

• Experience using investment tools including Bloomberg and Capital IQ.

• Strong written, verbal, interpersonal and presentation skills.

• Strong qualitative and analytical skills with experience building financial models.

• Proficient in the use of Microsoft Office software including Word, Excel, PowerPoint, and CoPilot.

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.

• Extended viewing of computer screens.

Equity Research AssociateLOCATION -- Cincinnati, Ohio 45202

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.