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Financial Sector Equity Analyst

2 months ago


San Mateo, California, United States CFA Institute Full time

About CFA Institute:
At CFA Institute, we are committed to advancing the investment profession through education and professional development.

Our organization is a global leader in investment management, providing resources and support to professionals in the finance industry.

Position Overview:
We are seeking an Equity Research Analyst to focus on the financial services sector. This role is crucial in delivering insightful analysis and recommendations that guide investment decisions.

Key Responsibilities:
1. Conduct comprehensive fundamental analysis of companies within the financial sector.
2. Engage with management teams, industry analysts, and market participants to gather insights.
3. Provide buy and sell recommendations to portfolio managers based on thorough research.

Qualifications:
1. Bachelor's degree in finance, economics, or a related field.
2. 3 to 10 years of experience in equity research, specifically in the financial sector.
3. An MBA or advanced degree is advantageous.
4. Exceptional verbal and written communication skills.
5. Proficiency in developing and maintaining detailed financial models.

Skills:
1. Strong analytical and problem-solving abilities.
2. High attention to detail and a solid work ethic.
3. Ability to thrive in a collaborative team environment.

Compensation:
The expected salary for this position ranges from $140,000 to $200,000, based on relevant experience, along with a discretionary bonus and additional benefits.

CFA Institute is an Equal Opportunity Employer, dedicated to fostering a diverse and inclusive workplace.