Securities Research Analyst
2 weeks ago
Are you passionate about equity research and analysis? Do you have a knack for uncovering market trends and insights? Our Securities Research Group is seeking a talented and motivated individual to join our team of Securities Research Analysts.
The OpportunityAs a Securities Research Analyst, you will play a critical role in driving portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the Investment Policy Committee (IPC). You will cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with in-depth training and a diverse supportive environment.
Key Responsibilities- Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes, and rationales
- Build expertise on an assigned sector to understand how market events impact forward relative returns and develop and hone new and/or existing portfolio themes and views
- Provide the IPC with regular and ad-hoc performance analysis and commentary and proactively help to identify industries and stocks likely to outperform selected benchmarks
- Participate in Investment Roundtables, Client Forums, and client/prospect meetings and provide critical commentary to our Private Client Group via written and oral communications
- Strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms
- Ability to communicate in an actionable, concise, and efficient manner to drive portfolio impact
- Intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing, and communicating while being comfortable with ambiguity
- Likes working with data to derive fact-based insights
- Empathetic and appreciates others' strengths and opportunities for growth
- 100% paid medical, dental, and vision premiums for you and your qualifying dependents
- A 50% 401(k) match up to the IRS maximum
- 20 days of PTO* plus 10 paid holidays
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance, and backup childcare
- $10,000 fertility, hormonal health, and family forming benefit
- Salary: $85,000-$125,000 bonuses ($20,000-$30,000)
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