Monday, October 29, 2012

Equity Analyst

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Position Summary:

Primarily responsible for the analysis and presentation of the fundamental outlook for companies and for assessing and providing input on the macroeconomic environment of assigned sectors. Responsible for producing recommendations for security purchases/sales and providing input utilized in the portfolio construction process. The Equity Analyst reports to the Manager of Research.

Duties and Responsibilities:

Perform traditional, fundamental security analysis of companies and their markets, through analysis of financial statements, review of outside research and interaction with company and industry contacts

Develop and maintain a thorough knowledge of assigned sectors/industries

Develop an understanding of a large number of companies within assigned sectors

Develop and maintain a recommended list within assigned sectors/industries and actively make recommendations for the equity portfolios

Monitor security positions within the portfolio and recommend appropriate company/industry position weightings for sectors covered

Educate others on assigned sectors/industries and produce reports that describe companies and the prospects for its stock

Provide input and guidance on macroeconomic environment

Promote and maintain frequent interaction with Portfolio Managers

Provide input and expertise in developing new products to meet client needs

Assist with client and media requests


Four-year degree in Finance/Economics/Accounting or related field

Achievement of or progress toward the CFA designation is strongly preferred

Minimum of two years of research analyst experience

Strong analytical skills

Ability to operate in a team environment

Work well independently on projects

Initiative, self-starter qualities and exhibits creativity

Ability to challenge others’ recommendations and articulate opinions effectively

Strong communication skills, both written and oral

Ability to read and interpret mass quantities of information in a timely manner

Experienced user of financial spreadsheets (e.g. Excel) and various financial software applications (e.g. Thomson, FactSet, Bloomberg)

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