Senior Equities Vice President/Analyst

Loading... Sign In Career Opportunities: VP, Senior Equity Analyst (22204) Requisition ID 22204 - Posted 09/02/2021 - Investments - United States - Boston - Professional Apply Save Job Email Job to Friend Return to List

The Analyst will perform bottom-up fundamental research within the financial sector with emphasis on banks & diversified financials for the purpose of making buy and sell recommendation to portfolio managers across the US Equities platform.

MAJOR RESPONSIBILITIES:

• Maintain bottom-up research coverage on banks & diversified financials within the financial sector.
• Thought leadership on overall financial cycles and themes and sector positioning across the equity platform.
• Independently and thoughtfully conduct equity research.
• Work collaboratively with our financial sector team leader.
• Generate, develop, and present new investment ideas as well as monitor current investments for all active US equity strategies along with the best ideas research portfolio.
• Build and maintain complete company models, create income statement and balance sheet forecasts, and perform valuation analysis.
• Apply economic value added (EVA) analysis and valuation to fundamental models.
• Convey information verbally and through written notes and reports such as industry reviews, company evaluation analyses, and quarterly company updates.
• Frequent and informal communication with portfolio managers on sector and their holdings.
• Initiate and maintain contacts with company managements.

Education and Experience

5-20 years of equity research experience. Bachelors degree plus MBA and/or CFA, strongly preferred.

Skills/Knowledge

• Exceptional knowledge of banks & diversified financials as well as the overall financial sector.

• Strong fundamental analytical skills
• Seasoned and proven judgment and thought process in the field of research
• Consistent and strong investment performance
• Advanced financial modeling and valuation skills
• Excellent communication skills, both written and verbal
• Team player mentality

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