Equity (Shareholder Intelligence) Analyst

WhiteCap Search; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

WhiteCap Search is seeking an experienced equity markets analyst to deliver comprehensive reports on stock ownership changes, trading activity, and market trends. You will interpret data across sectors and present insights to client executives.

Qualifications

• Bachelor's degree or equivalent in Finance, Economics, Statistics, or a related discipline.
• Minimum 4 years of relevant experience.
• Strong grasp of stock markets, financial instruments, and investment processes.
• Proficiency in stock valuation techniques.
• Experience with Bloomberg and FactSet.
• Ability to analyze extensive, complex data sets.
• Effective communication of financial data through reports.

Responsibilities

• Examine investor trading behaviors to bolster client investor relations efforts.
• Assess settlement activities to identify institutional buyers and sellers of shares.
• Track market trends, stock price fluctuations, and industry developments for corporate clients.
• Provide unbiased analysis of how client stocks are viewed as investments.
• Develop comprehensive client reports summarizing trading activities and stock performance.
• Communicate significant findings directly to client executives.

Skills

Stock market knowledge

Data analysis

Communication

Advisory relationships

Organizational skills

Detail oriented

Proactive

MS Office (PowerPoint/Excel)

Education

Bachelor's degree in Finance, Economics, Statistics or related

CFA charter candidate/holder (preferred)

Tools

Bloomberg

FactSet

MS Office

Job description

In this role, you will delve into equity markets and the trading activities of client companies, delivering comprehensive reports that detail changes in stock ownership, trading volumes, and other market trends. You will work across various industry sectors, leveraging your deep understanding of our clients' industries and business potential to provide insights into equity markets and stock trading. Your analysis will be communicated directly to executives at the highest level.

In this role, you will delve into equity markets and the trading activities of client companies, delivering comprehensive reports that detail changes in stock ownership, trading volumes, and other market trends. You will work across various industry sectors, leveraging your deep understanding of our clients' industries and business potential to provide insights into equity markets and stock trading. Your analysis will be communicated directly to executives at the highest level.

Key Responsibilities

• Examine investor trading behaviors to bolster client investor relations efforts.
• Assess settlement activities to identify institutional buyers and sellers of shares.
• Keep track of market trends, stock price fluctuations, and industry developments on behalf of corporate clients.
• Provide unbiased, insightful analysis regarding how client stocks are perceived as investment opportunities.
• Develop comprehensive client reports that summarize trading activities and stock performance.
• Communicate significant findings and updates directly to client executives.

Qualifications

• Bachelor's degree or equivalent in Finance, Economics, Statistics, or a related discipline.
• A minimum of 4 years of relevant experience is required.
• Strong grasp of stock markets, financial instruments, and investment processes.
• Proficiency in stock valuation techniques.
• Experience with financial data platforms like Bloomberg and FactSet.
• Capability to analyze extensive, complex, and evolving data sets.
• Expertise in communicating financial data and producing actionable reports from various data sources.
• Ability to build trusted advisory relationships with business leaders.
• Excellent organizational and time management skills.
• Meticulous attention to detail.
• Self-motivated with a proactive approach.
• Strong written and verbal communication skills in a business context.
• Effective team collaboration skills.
• Advanced proficiency in MS Office, particularly PowerPoint and Excel.
• Authorization to work in the U.S. without the need for current or future sponsorship.

Preferred Experience

• Holding or pursuing a CFA charter.
• Knowledge of options trading.
• Experience in technical analysis.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.