Monday, October 29, 2012

Equity Analyst

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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.
§ 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 the Investment Committee, the Product Teams, Portfolio Managers, and the Manager of Research
§ 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
§ CFA designation strongly preferred MUST have passed at least ONE part
§ Minimum of two years EQUITY research analyst experience (external only). No Max yrs of experience
§ 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, Bloomberg)

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