Equity Research Associate - Software

Equity Research Associate Software

Truist Financial – New York, NY – Full Time

Responsibilities

• Publish proprietary equity research in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy‑side clients.
• Conduct due diligence and provide industry expertise for capital markets equity transactions.
• Initiate C‑suite corporate access resources to institutional equity clients.
• Conduct independent industry assessments and company‑specific research reports.
• Engage with corporate client relationships at the highest C‑level.
• Work closely with senior analyst and supervisory analysts in the research production and publication process.
• Conduct research at macro, industry and individual company levels.
• Build financial models, including market share forecasts, revenue, EPS and cash‑flow forecasts at the company level.
• Perform financial and valuation analyses, formulate investment ideas and write draft research commentary.
• Collaborate with Capital Markets, sales and trading to leverage research products into the institutional client base.
• Maintain active dialogue with representatives of covered companies.
• Work closely with institutional buy‑side clients to help leverage the research product when appropriate.

Required Qualifications

• BA/BS degree.
• SIE, Series 63, Series 87 and Series 86 (or Series 7 for those licensed prior to October 2019) or a FINRA waiver.
• Minimum 4 years of related work experience.
• Mastery of financial and accounting concepts for creating in‑depth financial models.
• Advanced written and oral communication skills and team‑oriented ability.
• Strong analytical and sales skills.
• Proven ability to work well in a fast‑paced, team‑oriented environment.

Preferred Qualifications

• Working toward CFA designation.
• Additional 4+ years of related experience.

Annual base salary: $160,000.

Benefits

Medical, dental, vision, life insurance, disability, accident, tax‑preferred savings accounts, 401(k) and paid holidays. Eligible all full‑time employees working 20 hours or more per week. (Additional details upon application).

EEO Statement

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or any other classification protected by law. Truist is a Drug Free Workplace.

EEO is the law – E‑Verify – IER Right to Work.