Equity Research Senior Associate

1 day ago


New York, New York, United States Truist Inc Full time

Job Summary:

The Senior Associate, Equity Research - Biopharma position is responsible for creating and publishing proprietary equity research content in designated industries with stock recommendations to institutional buy-side clients.

Key Responsibilities:

  • Conduct due diligence and provide industry expertise for capital markets equity transactions.
  • Responsible for initiating C-suite corporate access resources to institutional equity clients.
  • Conduct independent industry assessments and company-specific research reports.
  • Involve corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc).

Requirements:

  • BA/BS degree
  • Licenses Required: SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II
  • Minimum of 5 years of related work experience or academic study beyond BA/BS
  • Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models
  • Advanced written and oral communication skills and teaming ability
  • Strong analytical and sales skills

Preferred Qualifications:

  • Advanced Degree and/or CFA Designation
  • 6+ years of related work experience
  • Experience in mentoring and coaching

Benefits:

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist's generous benefit plans, please visit our Benefits site.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Truist is a Drug Free Workplace.

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