Senior Equity Research Analyst

Mercantil Commerce Bank; Kansas City (MO); On-site; USD 137,000 - 187,500; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Education assistance

Job summary

Commerce Bank is seeking an Equity Analyst to conduct in-depth fundamental equity research on industries, companies and publicly traded securities, and to make buy/sell recommendations to the investment team.

Requirements include a bachelor’s degree in finance/economics, 5+ years in equity research/investment analysis, CFA designation preferred, and strong MS Word/Excel/Outlook skills. The role involves market monitoring and informing portfolio decisions.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or related field.
• 5+ years of experience in equity research, portfolio management, or investment analysis.

Responsibilities

• Conduct in-depth fundamental equity research on industries, companies, and publicly traded securities.
• Provide valuation analysis and investment recommendations.
• Communicate research to the investment team clearly and concisely.
• Monitor market, economic, policy and company-specific developments and assess impact on portfolio.

Skills

Equity research

Valuation methods

Portfolio construction

Communication skills

Independent worker

Education

Bachelor’s degree in finance/economics

MBA preferred

Tools

MS Word

MS Excel

Outlook

Job description

Commerce Bank is seeking an Equity Analyst to conduct in-depth fundamental equity research on industries, companies and publicly traded securities, and to make buy/sell recommendations to the investment team.

Requirements include a bachelor’s degree in finance/economics, 5+ years in equity research/investment analysis, CFA designation preferred, and strong MS Word/Excel/Outlook skills. The role involves market monitoring and informing portfolio decisions.