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About the Role

Publish proprietary equity research in industries aligned to the firm's Banking sectors, exhibiting the firm's expertise in the sector. This role involves creating and publishing proprietary equity research content with stock recommendations to institutional buy-side clients, conducting due diligence, and providing industry expertise for capital markets equity transactions.

Responsibilities

Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
Conduct due diligence and provide industry expertise for capital markets equity transactions.
Initiate C-suite corporate access resources to institutional equity clients.
Conduct independent industry assessments and company-specific research reports.
Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc).
Works closely with senior analyst in the research production process.
Works closely with supervisory analysts in the publication process.
Conducts research at several levels: macro, industry and individual companies.
Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
Conducts financial and valuation analyses.
Formulates investment ideas.
Writes draft research commentary.
May work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
May maintain active dialog with representatives of covered companies.
May work closely with institutional buyside clients to help leverage the analyst's research product.

Requirements

BA/BS degree.
Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
Minimum of 5 years of related work experience or academic study beyond BA/BS.
Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
Advanced written and oral communication skills and teaming ability.
Strong analytical and sales skills.

Skills

Equity research
Financial modeling
Financial analysis
Valuation analysis
Investment ideas
Written communication
Oral communication
Teaming
Analytical skills
Sales skills

Location

United States of America

Work Type

Regular
1st shift

Experience Level

Minimum of 5 years of related work experience or academic study beyond BA/BS.
6+ years of related work experience (Preferred)

Education Level

BA/BS degree
Advanced Degree and/or CFA Designation (Preferred)

Salary/Compensations

$185,000

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan (potential)
Restricted stock units (potential)
Deferred compensation plan (potential)

About the Company

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

Equal Opportunity

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