Equity Analyst - Sterling Capital Management

The Equity Opportunities Group (EOG) of Sterling Capital Management LLC, a subsidiary of Truist Financial Corporation, seeks an experienced equity analyst to join a seasoned and successful investment team that has exhibited an attractive record of outperformance over the last 20+ years.  A successful candidate will face a broad array of duties and assignments, including, but not limited to: screening, proposing and analyzing company fundamentals on new investment ideas and current holdings, maintaining various spreadsheets and databases, authoring commentaries for client communications, supporting product specialist teams and fulfilling other value-added tasks.  Desire to engage and assist on ESG is a positive. 

Essential Duties and Responsibilities

The following is a summary of essential job functions.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time:

• Construct financial models and analysis on subject companies
• Analyze and understand company fundamentals through various data resources
• Interview company management and industry contacts via virtual and in-person meetings
• Prepare written reports on companies under coverage
• Recommend securities to be included in EOG portfolios
• Review and provide feedback on other analysts’ investment recommendations
• Effectively communicate with clients and consultants regarding Sterling’s investment management process

Skills/Experience Requirements:

• Deep fundamental bottom-up research and analysis and delivering recommendations (orally and in writing) in an organized, concise, and impactful manner
• Exchanging ideas in a team setting among peers, and defending the investment merits of recommended ideas
• Independent thought, primary research, and fact-based analysis
• Writing experience used to assist team with quarterly commentaries and individual securities write-ups
• Ability to travel as needed to research conferences and/or client meetings
• A desire for a long-term career as a buy-side 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.

Bachelor’s Degree

• 3+ years of professional equity analysis experience Bachelor’s degree
• Thorough knowledge of equity securities and their attributes, generalist or industry-specific
• High level of technological competence
• Strong communications skills
• Advanced financial modeling capabilities
• Demonstrated proficiency in basic computer applications such as: Microsoft Office, Factset and/or Bloomberg
• Ability to travel, occasionally overnight

Preferred Qualifications:

• CFA designation and/or MBA