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.
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 :
1. Works closely with senior analyst and team in the research production process as well as with the supervisory analysts in the publication process.
2. Conducts research at several levels : macro, industry and individual companies
3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
4. Conducts financial and valuation analyses.
5. Formulates investment ideas.
6. Writes draft research commentary.
7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
8. Depending on experience Analyst Program Participant and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.
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. Minimum of 3 years of related work experience
4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
5. Advanced written and oral communication skills and teaming ability.
6. Strong analytical and sales skills
7. Proven ability to work well in a fast-paced, team-oriented environment
Preferred Qualifications :
1. Working towards CFA Designation.
2. 4+ years of related work related experience
The annual base salary for this position in New York is $140,000
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.
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