Equity Research Associate — Market Insights & Access

Truist; New York (NY); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist Financial Corporation in New York is seeking an experienced equity research professional to publish proprietary content in designated banking sectors, including stock recommendations to institutional clients.

The role requires building industry and company models, conducting due diligence, and communicating insights with clarity. You will interact with senior clients and collaborate with capital markets teams in a fast-paced, team-oriented environment.

Qualifications

• BA/BS degree required.
• Licenses: SIE and Series 7/63/87 plus Series 86 or CFA II waiver.
• Minimum 4 years of related work experience.
• Mastery of financial and accounting concepts for deep financial modeling.
• Strong written and oral communication and teamwork.
• Analytical and sales abilities in a fast-paced environment.

Responsibilities

• Publish proprietary equity research content with stock calls for institutional clients.
• Perform due diligence and provide industry expertise for capital markets transactions.
• Initiate C-suite access resources including non-deal roadshows and conferences.
• Conduct independent industry and company research reports.
• Engage with senior client relationships at CEO/President level.
• Build and maintain financial models and valuation analyses.

Skills

Financial modeling

Written and oral communication

Analytical skills

Sales skills

Education

BA/BS degree

SIE license

Series 7

Series 63

Series 87

Series 86 or CFA II waiver

CFA designation (preferred)

Job description

Truist Financial Corporation in New York is seeking an experienced equity research professional to publish proprietary content in designated banking sectors, including stock recommendations to institutional clients.

The role requires building industry and company models, conducting due diligence, and communicating insights with clarity. You will interact with senior clients and collaborate with capital markets teams in a fast-paced, team-oriented environment.