5,617 Equity Research jobs in the United States

**Work Location** :
New York, New York, United States of America
**Hours:**
40
**Line of Business:**
TD Securities
**Pay Detail:**
$120,000 - $190,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
TD Cowen, a division of TD Securities, is looking for an Equity Research Associate to join its Healthcare, Biotechnology team in New York.
Equity Research Analysts follow the progress of public biotechnology companies and make stock recommendations to institutional investor clients. Job tasks include financial modeling, interviews with physician experts and company managements, conducting surveys, literature reviews, hosting industry conferences, writing reports and making oral presentations.
The successful candidate will support a Senior Research Analyst in analyzing individual biotech companies and market trends; composing company-specific and thematic research reports; building and maintaining financial and market models; interviewing physicians and company executives; conducting deep scientific and clinical due diligence; and interacting with Cowen's institutional sales force, traders, investment bankers, and investor clients.
**Note from Cowen associates with life science/ M.D. and/or Ph.D. backgrounds:**
What we find especially appealing about the job is that it involves acquiring expertise in a broad range of disciplines, both scientific (gaining in-depth knowledge of therapeutic areas pursued by covered companies, drug mechanisms and their associated safety/efficacy profiles, clinical trial design strategies, etc.) and non-scientific (analyzing intellectual property, financial status, market opportunities, etc.). This position is one of just a handful in which former physicians and scientists can apply their healthcare expertise to the art of investing. The product of our work is first and foremost good investment ideas. The position is a unique combination of science, medicine, and finance. It may be ideal for a person with passion in these areas.
**Depth & Scope:**
+ Expert level professional role requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas to run data analysis and develop research reports
+ Integrates the broader organizational and industry context into advice and solutions
+ Solves complex problems requiring analysis of multiple variables, which may require consultation with multiple stakeholders
+ Uses advanced methods to contribute to new solutions and recommend standards against which others will operate
+ Interprets guidelines, standards, policies, and results of analysis to inform decision making at senior levels
+ Builds stakeholder alignment in leading activities, identifying, and leading problem resolution
+ Works independently as a subject matter expert within own area of specialty and act as an escalation point and/or knowledge resource for others
**Education & Experience:**
+ Undergraduate degree
+ Holds or is working towards a CFA designation preferred for publishing analysts and associates
+ Masters or PhD preferred
+ 2+ years related experience
**Preferred Requirements:**
+ Exceptional academic pedigree, including a higher degree in a life science-related field (PhD and/or M.D.)
+ MBA or CFA a plus
+ Outstanding analytical skills. Ability to do deep primary research, analyze and draw conclusions from information
+ Hard work ethic, attention to detail, analytical, curious, optimistic, tenacious with a desire to learn about the bio-pharmaceutical industry
+ Passion for investing
+ Good verbal and written communication skills
+ Proven ability to work well on teams, self-motivated, showing initiative, and a willingness to work hard
**Customer Accountabilities:**
+ Compiles, analyzes, and evaluates data, conducting modeling on multiple data inputs related to assigned:
+ companies/industries and/or
+ financial markets and economic analysis research reports (e.g., initiating coverage reports, thematic reports, quarterly reporting initiatives, and marketing packages)
+ Assists in the development of valuation tools and provides advice to institutional clients
+ Assists in the preparation of forecasting models (e.g., forecast quarterly and annual earnings)
+ Maintains and enhances financial models and databases
+ Stays current on market data, economic information, and key industry developments as well as internal policies and regulatory standards (as communicated by Compliance) to assist in maximizing profitability through sound and well-informed decisions
+ Develops and maintains contact with market participants
+ Works closely with senior research leads on the ongoing publication of research reports and may assist with ad hoc projects as assigned
+ May have interaction with clients; develops and presents client presentations
**Shareholder Accountabilities:**
+ Keeps abreast of market data, economic information, and key industry developments, as well as internal policies and regulatory standards (as communicated by Compliance) at all times to assist in maximizing profitability through sound and well-informed decisions; develop and maintain contacts with market participants
+ Demonstrates governance, control, and risk management behaviors in alignment with TD policies and practices
+ Adheres to enterprise frameworks or methodologies that relate to activities for our business area
+ Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
+ Consistently exercises discretion in managing correspondence, information, and all matters of confidentiality; escalate issues where appropriate
+ Participates in cross-functional/enterprise initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations
+ Conducts internal and external research projects; support the development/delivery of presentations and communications to management or broader audience
+ Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/practices
+ Monitors service, productivity, and assess efficiency levels within own function and implement continuous process/performance improvements where opportunities exist
+ Actively manages relationships within and across various business lines, corporate, and/or control functions and ensures alignment with enterprise and/or regulatory requirements
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues/points of interest
+ Provides thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
+ Keeps current on emerging trends/developments and grow knowledge of the business, related tools, and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Leads, motivates, and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
+ Contributes to a fair, positive, and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing, and comprehending instructions - Continuous
+ Adding, subtracting, multiplying, and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are**
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Work Location :

New York, New York, United States of America

Hours:

40

Line of Business:

TD Securities

Pay Detail:

$200,000 - $250,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Conducts a range of comprehensive analysis and research on individual corporations, industries, financial markets and/or economic developments to support business needs and publish high quality research reports/presentations aligned to industries and various markets. Also provides critical insights and industry information to support advisory services.

Depth & Scope:

• Highly seasoned professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas

• Takes a lead role in modeling and interpretation of advanced insights within research reports

• Integrates knowledge of sub-function's overarching strategy in developing solutions across multiple functions or operations

• Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes, or services

• Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions

• Uses sophisticated analytical thought to exercise judgement and identify solutions

• Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders

• Acts as a technical expert / lead integrating cross-functional knowledge, impacting the achievement of business objectives

• Work is guided by policies and industry standards/methods

• Works autonomously as the lead and guide others within area of expertise

Education & Experience:

• Undergraduate degree

• Masters or PhD preferred

• CFA designation preferred for publishing analysts and associates

• 5+ years related experience

Customer Accountabilities:

• Works closely with the sales and trading group to develop new relationships, and with other analysts and associates to provide ongoing guidance

• Develops and maintains contacts and relationships in the community and with institutional clients

• Leads in the compilation and evaluation of multiple data inputs for:

• Companies/industries and/or

• Financial markets and economic analysis research reports (e.g., initiating coverage reports, thematic reports, quarterly reporting initiatives, and marketing packages)

• Publishes high quality, comprehensive analysis and research on industry sectors and companies and/or financial markets and economic development

• Develops business relationships and generates profits from producing and sharing regular research publications

• Provides service to clients (internal and external) in the form of information, expertise, analysis, and opinions regarding market information, financial markets, economic outlook, and investment strategies

Shareholder Accountabilities:

• Keeps abreast of market data, economic information, and key industry developments, as well as internal policies and regulatory standards (as communicated by Compliance) at all times to assist in maximizing profitability through sound and well-informed decisions; develop and maintain contacts with market participants

• Demonstrates governance, control, and risk management behaviors in alignment with TD policies and practices

• Adheres to enterprise frameworks or methodologies that relate to activities for our business area

• Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities

• Consistently exercises discretion in managing correspondence, information, and all matters of confidentiality; escalate issues where appropriate

• Participates in cross-functional/enterprise initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations

• Conducts internal and external research projects; support the development/delivery of presentations and communications to management or broader audience

• Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/practices

• Monitors service, productivity, and assess efficiency levels within own function and implement continuous process/performance improvements where opportunities exist

• Actively manages relationships within and across various business lines, corporate, and/or control functions and ensures alignment with enterprise and/or regulatory requirements

• Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite

Employee/Team Accountabilities:

• Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues/points of interest

• Provides thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit

• Keeps current on emerging trends/developments and grow knowledge of the business, related tools, and techniques

• Participates in personal performance management and development activities, including cross training within own team

• Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities

• Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices

• Leads, motivates, and develops relationships with internal and external business partners/stakeholders to develop productive working relationships

• Contributes to a fair, positive, and equitable environment that supports a diverse workforce

• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel - Occasional

• International Travel - Never

• Performing sedentary work - Continuous

• Performing multiple tasks - Continuous

• Operating standard office equipment - Continuous

• Responding quickly to sounds - Occasional

• Sitting - Continuous

• Standing - Occasional

• Walking - Occasional

• Moving safely in confined spaces - Occasional

• Lifting/Carrying (under 25 lbs.) - Occasional

• Lifting/Carrying (over 25 lbs.) - Never

• Squatting - Occasional

• Bending - Occasional

• Kneeling - Never

• Crawling - Never

• Climbing - Never

• Reaching overhead - Never

• Reaching forward - Occasional

• Pushing - Never

• Pulling - Never

• Twisting - Never

• Concentrating for long periods of time - Continuous

• Applying common sense to deal with problems involving standardized situations - Continuous

• Reading, writing, and comprehending instructions - Continuous

• Adding, subtracting, multiplying, and dividing - Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (

Additional Information:

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

If you're passionate about building a better future for individuals, communities, and our country-and you're committed to working hard to play your part in building that future-consider WGU as the next step in your career.

Driven by a mission to expand access to higher education through online, competency-based degree programs, WGU is also committed to being a great place to work for a diverse workforce of student-focused professionals. The university has pioneered a new way to learn in the 21st century, one that has received praise from academic, industry, government, and media leaders. Whatever your role, working for WGU gives you a part to play in helping students graduate, creating a better tomorrow for themselves and their families.

The salary range for this position takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

At WGU, it is not typical for an individual to be hired at or near the top of the range for their position, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is:

Grade: Professional 310 Pay Range: $88,300.00 - $132,400.00

Job Description

The Institutional Analytics and Research (IAR) team supports and enables most university teams, departments, and colleges to make data-informed decisions that lead to better student outcomes. Our analysts, scientists, researchers, and managers are distributed across several teams: Faculty Analytics, Institutional Research, Curriculum Analytics, Outreach Analytics, and Student Success Analytics.

The Senior Data Analyst is responsible for extracting, processing, analyzing, and reporting on data to produce rigorous, actionable insights and research. They establish and maintain strong relationships with peers and leaders across IAR, Data Engineering, Product Management, Finance, EdTech, and Faculty staff. They perform ad hoc analyses, build standard reports and data visualizations, and deliver information and insights through various methods and media that privilege data storytelling and compress time-to-action.

Essential Functions and Responsibilities:

• Drives the documentation of data and analytics needs in projects of high complexity with a student and equity-centered lens, collaborating with peers, cross-functional partners, faculty staff, and leaders. Translates of user stories into technical requirements.
• Sets and manages expectations about analytics tasks and activities through clear, timely, and effective communication with partners and stakeholders.
• Answers complex business questions requiring extensive knowledge of the university's data assets across several domains and departments.
• Identifies adequate data sources and data sets to evaluate hypotheses, build forecasts, and support findings of research projects and experiments.
• Collaborates with Data Engineering in the development of complex ETL/ELT processes and data pipelines.
• Identifies, investigates, and solves complex data issues, contributing to the accuracy, completeness, consistency, timeliness, and validity of the university's data.
• Collaborates with Data Engineering and other data & analytics partners to define standards and best practices that increase data quality across the university.
• Combines data analysis, visualization, and narrative structures to convey information in compelling ways that instigate deliberate action.
• Utilizes software, scripts, and algorithms to perform data-related tasks (e.g. importing, cleaning, transforming, analyzing, displaying) without human intervention.
• Conveys information effectively to peers, partners, and senior leaders, using a variety of resources and formats (synchronous and asynchronous, verbal and written) such as e-mails, presentations, meetings, and workshops.
• Creates and organizes information about processes, projects, operations, data assets, and insights from analyses and research, making it accessible in ways that increase the university's knowledge and efficiency.
• Writes and interprets technical documentation (e.g., Entity-Relationship, Conceptual, Logical, and Physical data models).
• Contributes actively to the development of the university's data management platforms (e.g., data dictionaries, catalogs, etc.).
• Supports and accelerates other team members' development through constructive feedback and sharing of technical and institutional knowledge.
• Drives tasks, activities, and small-scale projects with high levels of autonomy, confidence, and collaboration with peers and partners.
• Tracks and reports own progress, dependencies, and challenges diligently. Breaks down complex goals into concrete tasks and activities.
• Works actively to improve own skills and knowledge through internal and external, formal and informal, structured and unstructured learning. Is a lifelong learner and embodies a growth mindset. Stays abreast of innovative developments in their area of work and plays an active role in deploying them at the university.
• Understands and abides by the relevant policies and methods to access, use, transform, store, and delete data in responsible, secure, and compliant ways.
• Collaborates effectively with other technical specialists (e.g. data engineers) in the construction of data products, systems, and applications.
• Performs other job-related duties as assigned.

Experience and Qualifications:

• Bachelor's degree in a related discipline
• 5 years of related experience in Data Analysis, Business Intelligence, Data Science, Statistics, Decision Intelligence, Research, Learning Science, or Behavioral/Cognitive Psychology.

Work Location:

• This position is in-office in Salt Lake City, UT.

#LI-FP1

Position & Application Details

Full-Time Regular Positions (classified as regular and working 40 standard weekly hours): This is a full-time, regular position (classified for 40 standard weekly hours) that is eligible for bonuses; medical, dental, vision, telehealth and mental healthcare; health savings account and flexible spending account; basic and voluntary life insurance; disability coverage; accident, critical illness and hospital indemnity supplemental coverages; legal and identity theft coverage; retirement savings plan; wellbeing program; discounted WGU tuition; and flexible paid time off for rest and relaxation with no need for accrual, flexible paid sick time with no need for accrual, 11 paid holidays, and other paid leaves, including up to 12 weeks of parental leave.

How to Apply: If interested, an application will need to be submitted online. Internal WGU employees will need to apply through the internal job board in Workday.

Additional Information

Disclaimer: The job posting highlights the most critical responsibilities and requirements of the job. It's not all-inclusive.

Accommodations: Applicants with disabilities who require assistance or accommodation during the application or interview process should contact our Talent Acquisition team at

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to any protected characteristic as required by law.

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
**Equity Research Associate - U.S. Energy**
BMO Capital Markets is a leading, full-service North American-domiciled financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has approximately 2,700 professionals in 33 locations around the world.
The Equity Research department covers over 900 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. Within this, we are currently searching for an associate for **our U.S. Energy research team in our Denver office** .
**Description**
As an Equity Research Associate, the successful candidate will work closely with an analyst in support of providing insights and research on numerous companies across the U.S. Energy sector. The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team. The associate role requires excellent interpersonal skills and a collaborative/versatile team player. Tasks include but are not limited to:
+ Daily writing of research reports and comments
+ Analysis of financial statements and press releases
+ Examination of industry databases and publications
+ Completion of extraordinary information and data requests
+ Creation and maintenance of detailed financial models
+ Communication of recommendations to internal and external clients
+ Participation in site visits and management meetings
**Experience/Skills**
A combination of exceptional writing skills, technical knowledge and skills in finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the energy industry is not required but could be a benefit. Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include:
+ Outstanding written and verbal communication skills
+ A keen interest in Equity Research
+ A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail
+ Superior work ethic, self-motivation and the ability to work independently
+ Ability to systematically manage a heavy workload and meet stringent deadlines
+ Flexibility to work irregular or extended hours
+ Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg
**Education**
Candidates should have 2 - 3 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience. MBA, CPA/CA and/or CFA certification is a plus.
**Salary Range**
$120,000.00 USD - $140,000.00 USD
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
**Salary:**
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

**About this role:**
Wells Fargo is seeking a Mid-Atlantic Equity research salesperson to cover accounts based in the Mid-Atlantic region. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
**In this role, you will:**
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
The successful candidate will:
+ Advise experienced leadership to develop client financial objectives for the largest and most complex clients
+ Analyze gathered facts to reach a conclusion for the most complex Securities Sales matters
+ Identify opportunities to mitigate legal, regulatory, reputational, and financial risks
+ Lead the strategy and resolution of some of the most complex and significant challenges across Securities Sales
+ Deliver solutions that are long-term, large-scale, and require vision, creativity, innovation, advanced analytical thinking, and coordination of highly complex activities and resolution
+ Act as a top subject matter expert to lead complex, innovative, and diverse initiatives with high risk or with significant scope, cost, and benefits
+ Serve as an expert advisor to leadership
+ Represent the company externally in networking events
?
**Required Qualifications:**
+ 7+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ A Masters of Business Administration (MBA) ?
+ 10+ years experience building relationships with Institutional Mid Atlantic accounts.
+ Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
+ Ability to work effectively, as well as independently, in a team environment
+ Strong, clear and concise written and oral communication skills
**Job Expectations:**
+ Up to 10% travel
+ Registration for FINRA 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
+ Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted?
+ This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
? **Posting Location:**
Harbor Place, Baltimore, MD
Radnor, Wayne, PA
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$215,000.00 - $355,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
15 Jul 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-472164

**About this role:**
Wells Fargo is seeking a Mid-Atlantic Equity research salesperson to cover accounts based in the Mid-Atlantic region. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
**In this role, you will:**
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
The successful candidate will:
+ Advise experienced leadership to develop client financial objectives for the largest and most complex clients
+ Analyze gathered facts to reach a conclusion for the most complex Securities Sales matters
+ Identify opportunities to mitigate legal, regulatory, reputational, and financial risks
+ Lead the strategy and resolution of some of the most complex and significant challenges across Securities Sales
+ Deliver solutions that are long-term, large-scale, and require vision, creativity, innovation, advanced analytical thinking, and coordination of highly complex activities and resolution
+ Act as a top subject matter expert to lead complex, innovative, and diverse initiatives with high risk or with significant scope, cost, and benefits
+ Serve as an expert advisor to leadership
+ Represent the company externally in networking events
?
**Required Qualifications:**
+ 7+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ A Masters of Business Administration (MBA) ?
+ 10+ years experience building relationships with Institutional Mid Atlantic accounts.
+ Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
+ Ability to work effectively, as well as independently, in a team environment
+ Strong, clear and concise written and oral communication skills
**Job Expectations:**
+ Up to 10% travel
+ Registration for FINRA 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
+ Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted?
+ This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
? **Posting Location:**
Harbor Place, Baltimore, MD
Radnor, Wayne, PA
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$215,000.00 - $355,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
15 Jul 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-472164

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
1. Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
2. Conducts research at several levels: macro, industry and individual companies
3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
4. Conducts financial and valuation analyses.
5. Formulates investment ideas.
6. Writes draft research commentary.
7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
8. Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. 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.
3. Minimum of 5 years of related work experience or academic study beyond BA/BS.
4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
5. Advanced written and oral communication skills and teaming ability.
6. Strong analytical and sales skills
**Preferred Qualifications:**
1. Advanced Degree and/or CFA Designation
2. 6+ years of related work experience
3. Experience in mentoring and coaching
The annual base salary for this position is $185,000
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_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._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

Equity Research - Administrative Assistant III
New York, New York
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.
Involved in high-level client contact and exposure to sensitive information, the candidate must use considerable tact, diplomacy and judgment.
**Responsibilities/ Qualifications:**
+ Strong communication and customer service skills
+ Above average computer skills (particularly with Excel, Word, and PowerPoint)
+ Communicate with executives and line management to gather/convey relevant information
+ Highly organized individual with strong attention to detail, sense of urgency and ability to multi-task
+ Must be polished, proactive and thrive in a demanding, fast-paced and constantly changing environment
+ Phone skills, calendar & travel management, expense reporting skills also required
+ Schedules travel accommodations both domestic and international, including securing travel visa, and performs other duties
+ Works with other assistants in office as a team, backing each other up when neededWorks closely with lead analyst and team on planning of events, conferences and marketing
+ Performs diverse, advanced and confidential administrative support functions including reading, screening and responding to incoming mail, ensuring that referrals are made and requests for information or research are followed through
+ May act as liaison to outside groups coordinating events where the executive is traveling and working closely with Sales to set up itinerary of meetings, points of contact and coordinating conference details
+ Must closely track speaking engagements, meetings and conference calls in an internal web based system
+ Involved with shepherding presentations through desktop publishing and compliance channels and occasionally coordinating production and delivery to meetings and conferences
**Skill Requirements:**
+ 5+ years' experience supporting a senior level manager
+ MS Office - Outlook, Word, PowerPoint, Excel
+ Strong written and verbal communication skills
+ Highly organized with a strong attention to detail
+ Ability to multi task in a faced paced environment
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Pay Transparency details**
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range
$24.00 - $50.84 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
1. Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
2. Conducts research at several levels: macro, industry and individual companies
3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
4. Conducts financial and valuation analyses.
5. Formulates investment ideas.
6. Writes draft research commentary.
7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
8. Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. 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.
3. Minimum of 5 years of related work experience or academic study beyond BA/BS.
4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
5. Advanced written and oral communication skills and teaming ability.
6. Strong analytical and sales skills
**Preferred Qualifications:**
1. Advanced Degree and/or CFA Designation
2. 6+ years of related work experience
3. Experience in mentoring and coaching
- The annual base salary for this position in New York is $185,000
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_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._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (