Equity Research VP - Aerospace & Defense

Truist Wealth; New York (NY); On-site; USD 225,000 - 275,000; Full time

Job summary

Truist Wealth is hiring for an Equity Research professional in New York. You will publish proprietary research in designated sectors and provide stock recommendations to institutional clients. You will lead due diligence and support access to executives for capital markets activities.

The role requires in-depth industry knowledge, strong communication skills, and a track record in capital markets research. It offers exposure to senior client relationships and potential leadership of junior staff.

Qualifications

• BA/BS degree required; advanced financial analysis skills.
• Licenses: SIE, Series 7, Series 63, Series 86, Series 87 or CFA path.
• Experience with due diligence and capital markets transactions.
• Strong industry knowledge in designated research sector.
• Superior written and oral communication abilities.

Responsibilities

• Publish proprietary equity research with stock recommendations to institutional clients.
• Conduct due diligence and provide industry expertise for capital markets transactions.
• Initiate C-suite corporate access resources for institutional clients.
• Develop research reports and industry assessments.
• Engage with high-level corporate relationships (CEO, CFO, etc).
• Supervise junior staff and guide risk initiatives.

Skills

Financial analysis

Client relationship management

Sales presentations

Education

BA/BS degree

SIE

Series 7

Series 63

Series 86

Series 87

Job description

The position is described below.

Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

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.

Equity Research Duties and Responsibilities

• 1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
• 2. 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.
• 3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
• 4. Conduct independent industry assessments and company-specific research reports.
• 5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)

Level-specific Duties and Responsibilities

• 1. Develops seasoned and proven expertise in designated research sector.
• 2. May publish written research and strategy reports to drive revenue production.
• 3. Assists in the generation of research ideas and strategies for new research reports.
• 4. Critical involvement with corporate client relationships at the highest C- Level (CEO, COO, CFO, Director of Strategy, etc)
• 5. Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
• 6. Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
• 7. Active involvement in initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
• 8. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work.
• 9. Follows all risk related practices and policies, and may guide junior staff in risk initiatives.

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.

• 1. BA/BS degree
• 2. 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.
• 3. Has some experience in due diligence execution related to capital markets transactions.
• 4. In-depth knowledge and domain expertise of industry sector.
• 5. Advanced skills in financial analysis, sales presentations, and client relationship management.
• 6. Superior oral and written communication ability.

Preferred Qualifications

• 1. Advanced Degree and/or CFA designation
• 2. 8 years of related work experience
• 3. Experience in mentoring and coaching - The annual base salary for this position in New York is $250,000

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 E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.