Securities Research Analyst - Staffing In Motion

Securities Research Analyst

Do you have experience in equity research and analysis or capital markets? Our Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals to join our team of Securities Research Analysts.

The Opportunity:

Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.

You'll 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. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to gr firm’s top-down themes. You will report to the Securities Research Manager.

You’ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.

The Day-to-Day:

·       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 Investment Policy Committee (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

Your Qualifications:

·       Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts

·       Communicates in an Actionable, Concise, and Efficient manner to drive portfolio impact

·       Have the 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

Benefits

·       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 back-up childcare

·       $10,000 fertility, hormonal health and family-forming benefit

Salary: $85,000-$125,000 + bonuses ($20,000-$30,000)