Equity Analyst

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 137,000 - 187,500 annuallyFunction: Design (Product/UX/UI/Visual)Experience: 5+ yearsEducation: bachelorsSkills: ["Judgment","Intellectual curiosity","Self-starter","Attention to detail","Communication"]

Conduct in-depth fundamental equity research on industries, companies, and individual securities to support buy/sell recommendations. Perform valuation analysis, monitor market and company developments, and evaluate portfolio holdings, attribution, and relative performance to identify trade opportunities and risks. Present clear, concise investment recommendations and complex investment theses to the investment team, while building relationships with sell-side analysts and industry contacts to strengthen research insight.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
1 month ago

Equity Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 days agoStatus: Live

Job Summary

Conduct in-depth fundamental equity research on industries, companies, and individual securities to support buy/sell recommendations. Perform valuation analysis, monitor market and company developments, and evaluate portfolio holdings, attribution, and relative performance to identify trade opportunities and risks. Present clear, concise investment recommendations and complex investment theses to the investment team, while building relationships with sell-side analysts and industry contacts to strengthen research insight.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Design (Product/UX/UI/Visual)
Seniority: Mid level

Key Responsibilities

  • •Provide fundamental research on industries, companies, and their publicly traded securities.
  • •Perform valuation analysis to recommend investment actions.
  • •Present investment recommendations and associated research clearly to the investment team.
  • •Monitor market, economic, policy, and company-specific developments and assess their impact on portfolio positioning and risk.
  • •Analyze portfolio holdings, attribution, and relative performance to identify trade opportunities and risks, and maintain relationships with sell-side analysts and industry contacts.

Pay and Benefits

Salary: USD 137,000 - 187,500 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalEducation Assistance

Key Requirements

  • •5+ years of experience in equity research, portfolio management, or investment analysis.
  • •Deep knowledge of equity markets, portfolio construction, valuation methods, and fundamental equity research.
  • •Ability to explain complex investment ideas to both technical and non-technical audiences.
  • •Bachelor’s degree in finance, economics, accounting, or a related field (MBA/advanced study preferred).
  • •Preferred: Chartered Financial Analyst (CFA) designation.
Experience:5+ years
Education:Bachelor's in finance, economics, accounting, or a related field
Skills:JudgmentIntellectual curiositySelf-starterAttention to detailCommunication
Certifications:Chartered Financial Analyst (CFA)
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft Outlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn