Equity Research Associate

Truist; New York (NY); On-site; USD 150,000 - 175,000; Full time

Job summary

A leading financial services company is seeking an Equity Research Associate to produce high-quality equity research and provide expert insights to institutional clients. The role requires a combination of analytical expertise, strong communication skills, and a solid foundation in finance. The successful candidate will work closely with senior analysts and engage actively in industry assessments and corporate client relationships.

Benefits

Medical, dental, and vision insurance

401k plan

Paid vacation and sick leave

Qualifications

• Mastery of financial and accounting concepts to facilitate creating financial models.
• Strong analytical skills and proven ability to work in fast-paced environments.
• Advanced written and oral communication skills

Responsibilities

• Publish proprietary equity research content with stock recommendations.
• Conduct due diligence for equity transactions and client access resources.
• Create financial models and conduct independent assessments.

Skills

Analytical skills

Sales skills

Communication

Education

BA/BS degree

Job description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

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.

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

Level-specific duties:

• Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
• Conducts research at several levels: macro, industry and individual companies
• Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
• Conducts financial and valuation analyses.
• Formulates investment ideas.
• Writes draft research commentary.
• 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.
• Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
• 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:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• BA/BS degree
• 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.
• Minimum of 4 years of related work experience
• Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
• Advanced written and oral communication skills and teaming ability.
• Strong analytical and sales skills
• Proven ability to work well in a fast-paced, team-oriented environment
  
  
  

Preferred Qualifications:

• Working towards CFA Designation.
• 4+ years of related work related experience
• The annual base salary for this position in New York is $160,000
  
  
  

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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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