Equity Research Associate: Government & Waste Services

Truist; New York (NY); On-site; USD 144,000 - 176,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Job summary

Truist is seeking an experienced equity research professional in New York to publish proprietary research with stock recommendations for institutional clients. The role involves deep industry and company analysis, financial modeling, and presenting investment ideas to senior teams.

You will conduct due diligence, build industry models, and interact with C-suite executives to support capital markets transactions and client access.

Qualifications

• BA/BS degree required.
• Licenses: SIE, Series 7, Series 63, Series 87 and Series 86 (or CFA waiver).
• Minimum of 4 years related work experience in equity research or capital markets.
• Mastery of financial and accounting concepts for in-depth financial models.
• Advanced written and oral communication and teamwork abilities.
• Strong analytical and sales skills and ability to perform in a fast-paced, team-oriented environment.

Responsibilities

• Publish proprietary equity research content with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
• Conduct due diligence and provide industry expertise for capital markets equity transactions.
• Initiate C-suite corporate access resources to institutional equity clients (non-deal roadshows, conferences, field trips).
• Conduct independent industry assessments and company-specific research reports.
• Engage with senior corporate relationships (CEO, President, COO, CFO, Director of Strategy).
• Work with senior/ supervisory analysts in research production and publication processes.
• Build industry and company models including revenue, EPS, cash flow forecasts, and market share projections.
• Perform financial and valuation analyses and formulate investment ideas.
• Draft research commentary and collaborate with Capital Markets, sales, and trading as needed.
• Maintain dialogue with covered company representatives and support buyside interactions.

Skills

Financial modeling

Financial analysis

Communication skills

Teamwork

Analytical skills

Sales skills

Education

BA/BS degree

FINRA licenses: SIE, Series 7, Series 63, Series 87, Series 86

Job description

Truist is seeking an experienced equity research professional in New York to publish proprietary research with stock recommendations for institutional clients. The role involves deep industry and company analysis, financial modeling, and presenting investment ideas to senior teams.

You will conduct due diligence, build industry models, and interact with C-suite executives to support capital markets transactions and client access.