Equity Research Analyst Position

5 days ago


San Mateo, California, United States Franklin Templeton Full time
Financials Sector Researcher

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

Key Responsibilities
  • Perform thorough fundamental analysis of companies in the financials sector.
  • Interface with company management, sell-side analysts, competitors, customers, and other industry contacts.
  • Make buy and sell recommendations of financial company stocks to general and sector fund managers.
Requirements
  • Bachelor's degree in business, finance, economics, or related field of study.
  • 3-10 years of equity research experience covering the financials sector.
  • MBA or other Advanced degree a plus.
  • Excellent communication skills, both verbal and written.
  • Ability to build and maintain detailed financial models.
  • Outstanding work ethic, attention to detail, and ability to work well on a team.
  • Ability to consume, distill large quantities of information, and develop insights from vast sources of information, including research reports, industry news, daily news publications, company press releases, etc.
  • Excellent problem-solving and analytical thinking skills a must.
  • Strong verbal and written communication skills.
  • Strong attention to detail.
  • Ability to work well in a collaborative environment.
Benefits
  • Three weeks paid time off the first year.
  • Medical, dental, and vision insurance.
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits.
  • Employee Stock Investment Program.
  • Learning and Education Assistance Program (LEAP).
  • Purchase of company funds with no sales charge.
  • Onsite fitness center and recreation center.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.



  • San Mateo, California, United States Franklin Templeton Full time

    Job Title: Equity Research AnalystWe are seeking an experienced Equity Research Analyst to join our team at Franklin Templeton. As a key member of our investment team, you will be responsible for conducting thorough fundamental analysis of companies in the financials sector.Responsibilities:Perform in-depth analysis of financial companies to identify...


  • San Mateo, California, United States Franklin Templeton Full time

    Job Title: Equity Research AnalystWe are seeking an experienced Equity Research Analyst to join our team at Franklin Templeton. As a key member of our investment team, you will be responsible for conducting thorough fundamental analysis of companies in the financials sector.Responsibilities:Perform in-depth analysis of financial companies to identify...


  • San Mateo, California, United States Franklin Templeton Full time

    Job Title: Equity Research AnalystWe are seeking an experienced Equity Research Analyst to join our team at Franklin Templeton. As a key member of our investment team, you will be responsible for conducting thorough fundamental analysis of companies in the financials sector.Responsibilities:Perform in-depth analysis of financial companies, including...


  • San Mateo, California, United States Franklin Templeton Full time

    Job Title: Equity Research AnalystAt Franklin Templeton, we're driving our industry forward by developing innovative solutions to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering various ways to help investors make progress toward their objectives. Our talented...


  • San Mateo, California, United States Franklin Templeton Full time

    Job Title: Equity Research AnalystAt Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams...


  • San Francisco, California, United States Citizens Full time

    Job Title: Associate Equity Research AnalystCitizens is a leading middle-market investment bank with a strong presence in the technology sector. We are seeking an Associate Equity Research Analyst to join our team in San Francisco.Job Summary:The Associate Equity Research Analyst will be responsible for supporting the coverage of publicly traded software...


  • San Francisco, California, United States Citizens Financial Group, Inc. Full time

    Job Title: Associate Equity Research AnalystCitizens Financial Group, Inc. is a leading middle-market investment bank with a comprehensive range of investment banking and institutional equities capabilities. Our equity research department covers 400+ public companies and provides institutional clients with in-depth industry knowledge, unique insights, and...


  • San Francisco, California, United States Citizens Financial Group, Inc. Full time

    Job Title: Associate Equity Research AnalystCitizens Financial Group, Inc. is a leading middle-market investment bank with a comprehensive range of investment banking and institutional equities capabilities. Our equity research department covers 400+ public companies, providing institutional clients with in-depth industry knowledge, unique insights, and...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About Soul Equity SolutionsSoul Equity Solutions is a retained Executive Search firm dedicated to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.About the RoleThe Private Equity Analyst will join a private investment firm in their San Francisco Bay area office, focusing on the middle market with acquisitions...


  • San Francisco, California, United States Selby Jennings Full time

    Job SummarySelby Jennings is seeking a highly skilled Equity Research Analyst to join their investment team, focusing on the Consumer sector. As an Equity Analyst, you will be responsible for conducting in-depth research and analysis to support investment strategies in this space.Key Responsibilities:Conduct thorough industry research and financial analysis...


  • San Mateo, California, United States The Kostelic Agency Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Private Equity Business Development Analyst to join our team. The successful candidate will be responsible for sourcing and qualifying new investment opportunities, conducting market research, and analyzing financial statements to evaluate the attractiveness of potential investments.Key...


  • San Francisco, California, United States Voya Financial Full time

    About the OpportunityVoya Financial is seeking a skilled Healthcare Equities Research Analyst to join our Investment Management team. As a key member of our team, you will be responsible for generating investment ideas within the Healthcare Sector, focusing on biotechnology companies and broader therapeutics and scientific themes.Key ResponsibilitiesGenerate...


  • San Francisco, California, United States Selby Jennings Full time

    A leading investment firm in San Francisco is seeking an Equity Analyst to cover the FinTech sector. The successful candidate will have the opportunity to work closely with experienced professionals and contribute to the growth of the firm.Key Responsibilities:Develop and maintain in-depth company models as directed by senior analysts and portfolio...


  • San Francisco, California, United States Citizens Full time

    Job Title: Associate Equity ResearchCitizens JMP Securities is a leading middle-market investment bank, offering a comprehensive range of investment banking and institutional equities capabilities. Our team of professionals provides exceptional service to clients across six high-growth sectors: Technology, Healthcare, Financial Services, Real Estate,...


  • San Francisco, California, United States Citizens Full time

    About the RoleCitizens JMP Securities is a leading middle-market investment bank, offering a comprehensive range of investment banking and institutional equities capabilities. We are seeking an Associate to join our Technology Research Group in San Francisco, working closely with the software team.Key ResponsibilitiesConduct in-depth research on publicly...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About the RoleThis position is part of the deal team at a lower middle-market private equity firm in San Francisco. The firm is closing its first fund and will be investing in companies valued at $50-$300M with $5-$35M EBITDA.Key ResponsibilitiesFinancial Analysis: Create financial models to analyze cash flows, investment returns, and enterprise values for...


  • San Francisco, California, United States JLL Full time

    Job SummaryThis position is focused on the placement of debt and/or equity for multi-housing. As a Debt and Equity Analyst/Associate, you will have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing, and term sheet negotiation, closing, and...


  • San Francisco, California, United States The Brattle Group Full time

    Join Our Team as a Research Analyst InternThe Brattle Group is seeking a highly motivated and detail-oriented Research Analyst Intern to join our team. As a Research Analyst Intern, you will work closely with our senior consultants and experts to assist in the development of economic models, conduct research, and analyze data. Your responsibilities will...


  • San Mateo, California, United States The Kostelic Agency Full time

    Job OpportunityPrivate Equity Business Development AnalystLocation: San Mateo, CA (On-site)Compensation: Competitive base salary with performance-based bonuses and commissions. (OTE $130K-$200K +)The Kostelic Agency, in partnership with a leading private equity firm, is seeking a Private Equity Business Development Analyst.Our client is a leading private...


  • San Francisco, California, United States BTIG Full time

    Job Title: Equity Research Associate - Real Estate HomebuildingWe are seeking an Equity Research Associate to join our team at BTIG, a global financial services firm specializing in institutional trading, investment banking, research, and related brokerage services.Job Summary:The successful candidate will be responsible for assisting the Senior Analyst in...