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Equities Research Analyst

Employer
Zacks Investment Management
Location
Dallas, Texas
Salary
Commensurate with Experience
Closing date
Nov 30, 2020

View more

Job Function
Corporate Finance
Industry Sector
Construction / Real Estate
Certifications
Passed CFA Level I
Employment Type
Consulting
Education
Bachelors

Job Details

Certifications: Currently Taking or Passed CFA Level 1

Employment Type: Full Time - Contractor

Zacks SCR is looking to hire additional JR Equity Analysts to grow their team in the Healthcare and Special Situations areas

Successful Candidates will report to a Senior Analyst whos responsible for writing equity research and publishing reports and articles on small cap issuers.

Duties and Responsibilities:

  • Gathering and analyzing data from a variety of sources; including company reports, internet, etc.
  • On an ongoing basis, the analyst will need to remain up-to-date with news stories, earnings reports, industry conferences, on the companies he/she is tasked with
  • Building, maintaining and analyzing financial models of companies and industries. Identify key trends and value and risk drivers (Senior Analyst will be expecting to provide help and guidance in this area)
  • Attending company calls every quarter
  • Prepare an investment thesis for each company under coverage (Senior Analyst will be expecting to provide help and guidance in this area)
  • Taking part in management and client interaction
  • Keeping in touch with the industry so as to understand or identify upcoming stock ideas
  • Ensure ongoing self-development.

Qualifications:

  • Highly effective written and verbal communication skills.
  • Bachelor’s degree from an accredited college or university; CFA® Level 1 (Required).

Who We Are:

The Zacks Group of companies consists of Zacks Investment Research (ZIR ), Zacks Investment Management (ZIM ), and Zacks Trade.

ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web and provides active self-directed individual investors with research and investment tools designed to help them become more successful traders and investors.

ZIM, our wealth management firm, is an SEC registered RIA that manages over $5 Billion for high net worth individuals and institutions interested in long term value creation. Zacks Trade our broker dealer provides discount brokerage services and Model Portfolios to both active individual traders and to long term investors.

Company

Zacks Investment Management, a wealth management boutique formed in 1992, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S In 1978 Len Zacks published a seminal article which first documented the value of using earnings estimate revisions to select stocks. A few years later we originated the concept of the EPS surprise which has now become widely used in the investment industry. This work led, in 1982, to the development of the Zacks Rank, a proven, proprietary stock-ranking model which is the core of the Zacks Investment Philosophy. At Zacks, a staff of PhDs develops and refines our own proprietary quantitative models and reviews hundreds of academic investment research articles each year in order to uncover new insights into making investment decisions. Over the past 30 years, the core of our investment management process remains unchanged. The most important fundamental factor affecting stock prices is earnings. The changes in stock values, over time, have always been attributable to earnings. Our studies of analyst estimate revisions have proven to be the most powerful leading indicator in forecasting and predicting material changes in earnings. The end result is an active management approach that has generated which we believe to be exceptional results and we will continue to adhere to this discipline in all market cycles.
Company info
Location
10 S. Riverside Plaza
Suite 1600
Chicago
IL
60606
US

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