9 дней назад
Senior Equity Research Analyst (Industrials)
196 228 - 265 484$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Equity Research Analyst (Industrials): Leading sector research and developing proprietary financial models, valuation frameworks, and actionable buy and sell recommendations with an accent on bottom-up analysis, portfolio attribution, and differentiated investment insights. Focus on challenging consensus views, identifying market opportunities under uncertainty, mentoring analysts, and improving research processes.
Location: Not specified; salary range varies by geographic region.
Salary: $196,228–$265,484 per year.
Company
is a membership-owned fraternal and financial services organization providing financial advice, investments, insurance, banking, and generosity programs.
What you will do
- Lead equity research coverage of the Industrials sector and deliver differentiated, actionable investment insights.
- Build and maintain thesis-driven financial models and data-driven frameworks covering valuation, operating performance, sentiment, competitive dynamics, and industry drivers.
- Develop defensible buy and sell recommendations and connect research outputs to portfolio positioning, attribution, and risk management.
- Conduct fieldwork, management and expert interviews, channel checks, and site visits to generate proprietary perspectives.
- Mentor analysts, lead discussions with portfolio managers and stakeholders, and communicate sector developments and investment calls.
- Improve research workflows, establish coverage standards, and institutionalize best practices.
Requirements
- At least 8 years of relevant investment professional experience, or a bachelor’s degree plus 15 years of successful investment experience under the alternative qualification path.
- Bachelor’s degree in finance, business, economics, accounting, or a related field, plus a master’s degree, MBA, or CFA designation as specified.
- Expert understanding of investment research and recognized thought leadership in the Industrials sector.
- Advanced fluency in financial modeling and valuation, including DCF, comparable companies, and multiples.
- Familiarity with Python, Bloomberg, FactSet, or similar tools, along with proficiency in Microsoft Office Suite.
- Strong analytical, communication, organizational, prioritization, collaboration, and ethical judgment skills.
Nice to have
- Master’s degree in finance, economics, business administration, or a related field combined with a CFA designation.
Culture & Benefits
- Purpose-driven environment focused on financial clarity and helping clients make informed choices.
- Medical, dental, and vision insurance, health savings account, and flexible spending account.
- 401(k), pension, life and disability insurance, and supplemental protection insurance.
- 20 days of paid time off, sick and safe time, paid company holidays, volunteer time off, and paid parental leave.
- Potential bonus and incentive programs, employee assistance, and well-being benefits.
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