Equity Research Analyst

King of Prussia, Pennsylvania
Compensation commensurate with experience
Mar 09, 2023
May 08, 2023
Industry Sector
Asset Management
Employment Type
Full Time

Sterling Capital Management, LLC is a registered investment adviser founded in 1970. Sterling is an independently operated subsidiary of Truist Financial, one of the nation’s largest financial services holding companies. Sterling is headquartered in Charlotte, NC with offices in Raleigh, NC, Atlanta, GA, Washington, D.C., King of Prussia, PA, San Francisco, CA, Richmond, VA, and Virginia Beach, VA. As of December 31, 2022, Sterling has over $71 Billion in assets under management and assets under advisement overseen by 180 investment and client service professionals. Sterling provides investment management services to a diversified group of clients including corporate, public, healthcare, private clients, endowment/ foundation, insurance, sub-advisory, and managed investment pools in 40 states and 9 countries worldwide.

The Relative Value Team within Sterling Capital Management seeks an Equity Analyst to be based with the team in King of Prussia, Pennsylvania. The Analyst’s primary responsibilities will be in support of the team’s Small Cap Value product, with additional work on the Mid Cap Relative Value and Real Estate products. A successful candidate would face a broad array of duties and assignments including, but not limited to: universe screening, analyzing company fundamentals on new investment ideas and current holdings, proposing new investment ideas, spreadsheet and database management, authoring commentaries for client communications, supporting product specialist teams and fulfilling other value-added administrative tasks.


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:

  • Maintain and run the team’s quantitative investment screen
  • Prepare fundamental, bottom-up analysis on subject companies utilizing various information and data resources
  • Interview company management and industry contacts via virtual and in-person meetings
  • Recommend securities to be included in Relative Value portfolios
  • Effectively communicate with clients, consultants, and prospects regarding Sterling’s investment management process

Skills/Experience Requirements:

  • Background with fundamental bottom-up research and analysis experience preferred
  • Ability to deliver recommendations (orally and in writing) in an organized, concise, and impactful manner
  • Comfortable exchanging ideas in a team setting while defending the investment merits of recommended ideas
  • Conduct research with an emphasis on independent thinking and fact-based analysis
  • Strong writing experience used to assist team with periodic commentaries and client communications
  • Ability to travel as needed (research conferences, client meetings, etc.)
  • A desire for a long-term career as a buy-side analyst
  • Ability to work in the office 2-4 days/week
  • Experience with FactSet software a plus

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 experience in the investment industry
  • CFA designation or progress toward CFA designation
  • Thorough interest in equity investing, generalist or industry-specific
  • High level of technological competence
  • Strong communications skills
  • Demonstrated proficiency in basic computer applications
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