Securities Research Analyst

Missoula, Montana
Salary Dependent on Experience
Feb 22, 2021
Mar 24, 2021
Passed CFA Level I
Employment Type
Full Time

Securities Research Analyst Job Description

The Research Analyst job description outlines the main roles, responsibilities, skills, and education required for the position of Research Analyst.

Key Responsibilities

  • Research securities (equity and debt) of target industries and companies to provide investment recommendations
  • Collect and analyze company data to facilitate recommendations
  • Develop and write internal research reports and publications to be presented to management
  • Financial modeling: input data into proprietary financial models to create charts, dashboards and supporting material
  • Maintain current knowledge of macroeconomic and industry specific current events across multiple industry sectors
  • Conduct primary research from industry sources

Relevant Skills, Knowledge, Experience and Education

  • Bachelor Degree required: Finance, Accounting, Economics Major preferred
  • Fixed Income, Debt, Credit experience required
  • Pursuing Chartered Financial Analyst Designation a plus
  • Ability to communicate effectively and express complex ideas succinctly
  • Ability to take initiative, meet deadlines and work within a team environment
  • Willingness to speak in public
  • Analyst industry experience
  • Strong proficiency in MS Office, Excel, Word is required
  • Proficiency in Bloomberg, Sentieo, Y-Charts, Eikon, Orion or other data mining software is preferred

The Research Analyst will provide analysis of macroeconomic and security specific data to inform portfolio managers and assist them in the investment decision making process. The job requires problem-solving expertise and a broad knowledge of the stock market to successfully interpret data into meaningful recommendations. These recommendations are in regard to buying or selling certain debt and equity investments.

The primary duty of a Research Analyst is to assist the company’s Portfolio Managers in the critical evaluation of potential equity and fixed income investments. Oftentimes, direction is provided by senior team members, but the Research Analyst is responsible for the majority of the valuation and analysis work on their own. Other aspects of the Research Analyst duties may include, but are not limited to, the following:

  • Producing financial models, evaluating public information, and gathering any other available forms of data including
  • Researching current news and trends in the financial markets
  • Evaluating debt, fixed income and equity securities
  • Interviewing managers, suppliers, customers, and competitors, to collect data. 
  • Writing brief communications for quarterly reports and analysis of current issues
  • Developing and producing proposals for retail advisors
  • Creating marketing material for public distribution
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