Truist
Overview
Equity Research Associate – Software at Truist
Role details and application: Click Apply Now to apply. After you apply, you will be invited to create a profile to see your application status and communications. If you already have a profile, you can log in to check status.
Job Details
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Publish proprietary equity research in industries aligned to the firm\'s Banking sectors, demonstrating the firm\'s expertise in the sector.
Essential Duties and Responsibilities
Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
Conduct due diligence and provide industry expertise for capital markets equity transactions and initiate C-suite corporate access resources to institutional equity clients.
Initiate C-suite corporate access resources including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
Conduct independent industry assessments and company-specific research reports.
Involvement with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc).
Level-specific duties
Work closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
Conduct research at macro, industry and individual company levels.
Build models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
Conduct financial and valuation analyses.
Formulate investment ideas.
Write draft research commentary.
Depending on experience, may work with Capital Markets, sales, and trading to leverage the analyst\'s research product into the institutional client base.
May maintain active dialog with representatives of covered companies.
May work with institutional buyside clients to help leverage the analyst\'s research product, depending on experience.
Required Qualifications
BA/BS degree
Licenses required: SIE, the Series 7 (or Top Off) 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
Minimum of 4 years of related work experience
Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models
Advanced written and oral communication skills and teaming ability
Strong analytical and sales skills
Ability to work well in a fast-paced, team-oriented environment
Preferred Qualifications
Working towards CFA Designation
4+ years of related work experience
The annual base salary for this position in New York is $160,000
Benefits 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. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates receive vacation, sick days, and paid holidays. Details on Truist\u2019s benefits site. Some positions may be eligible for pension, restricted stock units, and/or deferred compensation. As you advance, you will learn more about benefits for any non-temporary position.
Equal Opportunity Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work.
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Role details and application: Click Apply Now to apply. After you apply, you will be invited to create a profile to see your application status and communications. If you already have a profile, you can log in to check status.
Job Details
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Publish proprietary equity research in industries aligned to the firm\'s Banking sectors, demonstrating the firm\'s expertise in the sector.
Essential Duties and Responsibilities
Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
Conduct due diligence and provide industry expertise for capital markets equity transactions and initiate C-suite corporate access resources to institutional equity clients.
Initiate C-suite corporate access resources including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
Conduct independent industry assessments and company-specific research reports.
Involvement with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc).
Level-specific duties
Work closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
Conduct research at macro, industry and individual company levels.
Build models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
Conduct financial and valuation analyses.
Formulate investment ideas.
Write draft research commentary.
Depending on experience, may work with Capital Markets, sales, and trading to leverage the analyst\'s research product into the institutional client base.
May maintain active dialog with representatives of covered companies.
May work with institutional buyside clients to help leverage the analyst\'s research product, depending on experience.
Required Qualifications
BA/BS degree
Licenses required: SIE, the Series 7 (or Top Off) 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
Minimum of 4 years of related work experience
Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models
Advanced written and oral communication skills and teaming ability
Strong analytical and sales skills
Ability to work well in a fast-paced, team-oriented environment
Preferred Qualifications
Working towards CFA Designation
4+ years of related work experience
The annual base salary for this position in New York is $160,000
Benefits 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. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates receive vacation, sick days, and paid holidays. Details on Truist\u2019s benefits site. Some positions may be eligible for pension, restricted stock units, and/or deferred compensation. As you advance, you will learn more about benefits for any non-temporary position.
Equal Opportunity Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work.
#J-18808-Ljbffr