Job Description
As a Senior Analyst, you and your team will be responsible for comprehensive coverage of the Industrials sector. Your team will conduct channel-checks, investigate independent research resources, create financial models, study academic opinions and seek other objective sources of information. In this position, you will work closely with other Analysts in a team-oriented environment to bring a broader analysis to reports.
Successful Analysts will have strong client and management contacts. You will be expected to prepare differentiated research reports and provide timely electronic updates for the firm’s sales force and institutional clients. Individual marketing to institutional clients and facilitating access to senior management of coverage companies is also expected.
In This Role, You Will
- Provide comprehensive coverage of the Industrials sector
- Conduct channel-checks, investigate independent research resources, create financial models, study academic opinions and seek other objective sources of information
- Work closely with other Analysts in a team-oriented environment to bring a broader analysis to reports
- Prepare differentiated research reports and provide timely electronic updates for the firm’s sales force and institutional clients
- Provide individual marketing to institutional clients and facilitate access to senior management of coverage companies
What We’re Looking For
- Experience covering the Industrials industry
- MBA or CFA preferred
- Series 7, 86, 87 and 63 required
- Strong fundamental analysis skills with an emphasis on industry-related experience in your area of expertise
- Five (5) or more years of experience working for an investment research firm
- Ability to produce unbiased premium quality sector and individual stock reports with an emphasis on comprehensive research tools including channel checking
- Strong corporate relationships as well as institutional relationships with major fund managers and hedge funds
- Excellent research, communication and organizational skills
- Travel is required