Equity Research Associate - Industrials / Machinery / E&C

Truist Financial
New York
Workplace: OnsiteFull timeUSD 185,000+ annuallyFunction: Research & Scientific (R&D)Experience: 5+ yearsEducation: bachelorsSkills: ["Advanced communication","Teamwork","Analytical skills","Sales skills","Financial modeling"]

Publish proprietary equity research for industries aligned to the firm’s Banking sectors, providing buy-side stock recommendations (Buy/Hold/Sell). Conduct due diligence and independent macro/industry/company research, building industry and company financial and valuation models to formulate investment ideas. Initiate and support C-suite corporate access (roadshows, conferences, field trips, bus tours, calls) and help leverage research with Capital Markets, sales, trading, and institutional clients.

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Truist Financial
Truist Financial
2 months ago

Equity Research Associate - Industrials / Machinery / E&C

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Last checked: 14 hours agoStatus: Live

Job Summary

Publish proprietary equity research for industries aligned to the firm’s Banking sectors, providing buy-side stock recommendations (Buy/Hold/Sell). Conduct due diligence and independent macro/industry/company research, building industry and company financial and valuation models to formulate investment ideas. Initiate and support C-suite corporate access (roadshows, conferences, field trips, bus tours, calls) and help leverage research with Capital Markets, sales, trading, and institutional clients.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Research & Scientific (R&D)
Seniority: Mid level

Key Responsibilities

  • •Create and publish proprietary equity research content with stock recommendations to institutional buy-side clients.
  • •Perform due diligence and provide industry expertise supporting capital markets equity transactions.
  • •Initiate C-suite corporate access resources for institutional equity clients, including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
  • •Conduct independent macro, industry, and company research reports, including financial and valuation analyses and drafting research commentary.
  • •Build industry and company models (market/share forecasts, revenue, EPS, and cash flow) and formulate investment ideas, leveraging research with Capital Markets/sales/trading as needed.

Pay and Benefits

Salary: USD 185,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveSick DaysPaid HolidaysPensionEquity

Key Requirements

  • •BA/BS degree.
  • •Minimum of 5 years of related work experience or academic study beyond BA/BS.
  • •Licenses required: SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87, and either Series 86 or a FINRA waiver for those who have completed CFA II.
  • •Mastery of financial and accounting concepts to build in-depth financial models.
  • •Advanced written and oral communication skills with strong analytical and sales skills.
Experience:5+ years
Education:Bachelor's
Skills:Advanced communicationTeamworkAnalytical skillsSales skillsFinancial modeling
Licenses:SIE7 Top OffSeries 7Series 63Series 87Series 86FINRA waiver
Certifications:CFA IICFA
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
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: Charlotte, United States
Founded: 2019
WebsiteLinkedIn