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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
Requirements:
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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