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Equity Analyst IV

Employer
BNY Mellon Investment Management
Location
New York, NY, USA
Salary
Competitive
Closing date
Feb 6, 2019

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The incumbent will have the knowledge and experience to
  • understand and articulate the key economic drivers of the companies under coverage - primary coverage of energy and utilities that could lead to coverage of additional sectors
  • consistently and effectively model and estimate the sustainable economics of the companies
  • intimately understand our proprietary stock ranking models and how to use them and how to improve them
  • creatively develop a feel for the trading and other patterns of stocks and industries under coverage
  • readily provide clear and concise stock recommendations that add value
  • improve ability to develop follow through, that is, with appropriate persistence, help recommendations get into portfolios where possible
  • learn to improve our team by example; accept that the portfolio is ours and can only improve with combined effort
  • help build confidence in our efforts by communicating with our internal and, possibly, external clients
  • willingness to meet with clients to discuss individual holdings and/or sector
  • consider volunteering as assistant with one or more of our portfolios
  • volunteer for special projects and
  • mentor less experienced colleagues, help them appreciate the value of investing with a process.


Qualifications

• Advanced degree (or equivalent work experience) required, preferably an MBA with case study emphasis.

• CFA or progress towards CFA desirable.

• Five to eight years professional investment experience required or consistent positive performance working as Equity Analyst.

• Experience working as part of a team desirable.

• Willingness to seek direction and accept constructive criticism necessary.

• Solid, demonstrable verbal and written communication skills required.

• Familiarity with Windows based PC applications (specifically Excel) required and experience with Excel macros FactSet and BARRA a plus.

• Must demonstrate BNY Mellon's Shared Values (integrity, teamwork and excellence) and BNY Mellon's Core Competencies (adaptability, communication, customer orientation, interpersonal skills and personal accountability/ownership).

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-New York-New York
Internal Jobcode: 07081
Job: Wealth Management
Organization: WM Investments-HR13350
Requisition Number: 1817085

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