Equity Analyst

Sterling Capital Management LLC is a registered investment adviser founded in 1970. Sterling is headquartered in Charlotte, NC with offices in Raleigh, NC, King of Prussia, PA, San Francisco, CA, and Virginia Beach, VA.  As of September 30, 2024, Sterling has over $76 Billion in assets under management and assets under advisement overseen by 181 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 Insight Equity Group within Sterling Capital Management LLC seeks an equity analyst to be based in either of our King of Prussia, Pennsylvania or Charlotte, North Carolina offices. The analyst’s primary responsibilities will be in support of the team’s products (Small Cap Value, Mid Cap Value, and Real Estate).  A successful candidate would face a broad array of duties and assignments, including, but not limited to:  maintain coverage of existing holdings and proposing new investment ideas, analyze company fundamentals and financials, maintaining financial models and screening databases, authoring commentaries for client communications, supporting product specialist teams and fulfilling other value-added administrative tasks.

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 and potential new securities to be included in                     client portfolios

•              Active participation in team calls to review the portfolio, new ideas, and market conditions

•              Maintain and run the team’s quantitative investment screens

•              Ability to travel as needed to research conferences and/or client meetings

•              A desire for a long-term career as a buy-side analyst

Skills/Experience Requirements:

•              Strong communication skills, both written and oral

•              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

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.

•              2+ years of professional equity analysis experience

•              Bachelor’s degree

•              Demonstrated competence and proficiency in computer applications such as: Microsoft Office and Factset and/or Bloomberg

Preferred Qualifications:

•              CFA designation, or progress toward CFA designation; MBA; CPA