Equity Research Associate - Industrials & E&C Insights

Truist; New York (NY); On-site; USD 166,500 - 203,500; Full time

Job summary

Truist Financial Corporation in New York seeks an experienced equities research professional to create and publish proprietary content and stock recommendations for institutional clients. You will build financial models, conduct macro and company analyses, and coordinate with capital markets, sales and trading to extend research ideas to the client base.

Candidates should have a BA/BS, FINRA licenses (SIE, Series 7, 63, 87, and 86 or CFA II), 5+ years of related work, and strong written and

Qualifications

• BA/BS degree is required.
• Licenses: SIE, Series 7, Series 63, Series 87, Series 86 or CFA II waiver.
• Minimum of 5 years related work experience or academic study beyond BA/BS.
• Mastery of financial and accounting concepts to build deep financial models.
• Advanced written and oral communication and teamwork skills.
• Strong analytical and sales abilities.

Responsibilities

• Create and publish proprietary equity research for institutional clients (Buy/Hold/Sell).
• Conduct due diligence and provide industry expertise for capital markets equity transactions.
• Develop and maintain C-suite client access resources and corporate access events.
• Perform macro, industry, and company analyses; build industry/company models.

Skills

SIE

Series 7

Series 63

Series 87

Series 86 / CFA waiver

5+ years experience

Financial modeling

Communication skills

Analytical skills

Sales skills

Education

BA/BS degree

CFA designation (preferred)

Job description

Truist Financial Corporation in New York seeks an experienced equities research professional to create and publish proprietary content and stock recommendations for institutional clients. You will build financial models, conduct macro and company analyses, and coordinate with capital markets, sales and trading to extend research ideas to the client base.

Candidates should have a BA/BS, FINRA licenses (SIE, Series 7, 63, 87, and 86 or CFA II), 5+ years of related work, and strong written and