Equity Analyst, Industrials & Utilities
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Minneapolis, Minnesota, United States; hybrid schedule with at least four days per week in the office and up to one day working from home. Applicants must have U.S. work authorization that does not now or in the future require visa sponsorship.
Base salary: $158,000–$237,000 per year, with potential variable pay and long-term incentives.
Company
is a diversified financial services organization providing financial planning, asset management, insurance, and advisory solutions to individual, small business, and institutional clients.
What you will do
- Conduct fundamental research across 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 investment 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.
- Applicable securities licenses or registrations, or the ability to obtain required licenses within the established timeframe.
- Excellent communication, collaboration, and influencing skills for presenting complex investment views to portfolio managers, advisors, and senior stakeholders.
- Valid U.S. work authorization without current or future visa sponsorship requirements.
Nice to have
- Master of Business Administration, 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 in-person collaboration and idea sharing.
- Vacation and sick time.
- 401(k) plan.
- Health, dental, and life insurance.
- Potential bonus, commissions, and long-term incentives depending on the role.
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