2 часа назад
Equity Analyst, Industrials & Utilities
158 000 - 237 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Equity Analyst, Industrials & Utilities (Fundamental Equity Research): Conducting fundamental research, financial modeling, valuation, and earnings analysis across industrial and utility sectors with an accent on investment thesis development, price targets, and risk assessment. Focus on building actionable buy, hold, and sell recommendations, supporting portfolio construction, and translating complex analysis into clear perspectives for portfolio managers and advisors.
Location: Minneapolis, Minnesota; in-office collaboration required at least four days per week, with flexibility to work from home one day per week.
Base salary: $158,000–$237,000 per year, plus potential variable compensation such as bonuses, commissions, and long-term incentives.
Company
is a diversified financial services company providing financial planning and advice, asset management, and insurance solutions to individual, small business, and institutional clients.
What you will do
- Conduct fundamental research across industrials and utilities, including aerospace and defense, machinery, transportation, electrical equipment, regulated utilities, and independent power producers.
- Build and maintain financial models, forecasts, price targets, risk assessments, and investment recommendations.
- Partner with portfolio managers and investment leadership on holdings, candidate investments, benchmark performance, and portfolio changes.
- Prepare research reports, earnings updates, sector commentary, thematic publications, and presentations.
- Support advisor engagement, educational events, webinars, and due diligence discussions by explaining complex investment analysis clearly.
- Maintain documentation, governance, and compliance standards for research and recommendations.
Requirements
- 7+ years of experience in equity research focused on Industrials and Utilities, investment analysis, asset management, or a related investment function.
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
- Strong financial modeling, valuation, scenario analysis, and investment recommendation skills, including buy, hold, and sell theses.
- Excellent communication, collaboration, and influencing skills for presenting investment views to portfolio managers, advisors, and senior stakeholders.
- Valid U.S. work authorization that does not now or in the future require employment visa sponsorship is required.
- Securities licenses or registrations, or the ability to obtain required licensing within the established timeframe.
Nice to have
- MBA, Chartered Financial Analyst designation, or another advanced degree.
- Experience in buy-side, sell-side, registered investment advisor, separately managed account, or institutional investment environments.
Culture & Benefits
- Client-centric, relationship-based environment centered on face-to-face collaboration and idea sharing.
- Vacation and sick time.
- 401(k) plan.
- Health, dental, and life insurance.
- Performance-based compensation with potential bonuses, commissions, and long-term incentives.
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