Equity Research Associate: Industry Insights & Access

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

Benefits offered by this job

Health insurance

401k plan

Paid vacation

Sick days

Pension plan

Job summary

Truist Wealth in New York, NY, is seeking a seasoned equity research professional to publish proprietary content in designated banking sectors for institutional buy-side clients.

You will conduct macro, industry, and company research, build models including revenue, EPS, and cash flow forecasts, and write draft commentary. The role involves engaging with senior executives and coordinating with Capital Markets, Sales, and Trading to translate insights into client opportunities.

Qualifications

• BA/BS degree required
• Licenses: SIE, Series 7 (or prior to 2019), Series 63, Series 87 and Series 86 or CFA II waiver
• Minimum 4 years of related work experience
• Strong financial and accounting modeling skills
• Advanced written and oral communication and teamwork abilities
• Proven ability to work in a fast-paced, team-oriented environment

Responsibilities

• Publish proprietary equity research content with stock recommendations (Buy/Hold/Sell) for institutional clients
• Conduct due diligence and provide industry expertise for capital markets equity transactions
• Initiate corporate access resources for institutional clients (non-deal roadshows, conferences, briefings)
• Produce independent industry and company research reports
• Engage with senior executives and coordinate with Capital Markets, Sales, and Trading to translate research into opportunities

Skills

Financial modeling

Equity research

Capital markets

SIE

Series 7

Series 63

Series 87

Series 86

CFA II

Communication skills

Teamwork

Education

BA/BS degree

Tools

Excel

Bloomberg Terminal

Job description

Truist Wealth in New York, NY, is seeking a seasoned equity research professional to publish proprietary content in designated banking sectors for institutional buy-side clients.

You will conduct macro, industry, and company research, build models including revenue, EPS, and cash flow forecasts, and write draft commentary. The role involves engaging with senior executives and coordinating with Capital Markets, Sales, and Trading to translate insights into client opportunities.