Equity Research Analyst
Waggoner Financial
- Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios.
- Build and maintain financial models, including valuation and earnings analysis.
- Monitor market developments, economic data, and sector trends relevant to portfolio positioning.
- Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings.
- Prepare research summaries and materials for the investment committee.
- Track and report portfolio performance and benchmarking.
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 1-3 years of experience in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.
- Progress toward or willingness to pursue the CFA® program.
- Advanced proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) preferred.
- Strong analytical and quantitative skills.
- Preferred (Not Required)
- CFA® charter or active progress toward it.
- Prior experience in an RIA, asset management, or investment research setting.
- Comprehensive health, dental, life, and short and long term disability insurance.
- 401(k) with company match.
- Generous paid time off.
- Full support for CFA® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
- Direct mentorship from senior investment professionals, with exposure to live portfolio decisions.
- Competitive base salary plus performance based incentive compensation.
- A small, collaborative firm environment with direct access to leadership and a real seat at the table.
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Equity Research Analyst in Lansing, MI vacancy
- ...Tommy's is looking to hire an Investment Analyst intern within Tommy's Express Capital, a... ...Conduct industry, market, and company-specific research and analysis to support financial... ...term sheets, lease agreements, and debt/equity agreements Help identify, evaluate, and execute...SuggestedHourly payTemporary workWork experience placementSummer workInternshipWork at officeMonday to Friday
Socket
Lansing, MI1 day ago $138.8k - $215.9k
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work ( , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused...SuggestedWork experience placementWork at officeLocal areaRemote workRelocationCherry Bekaert
Lansing, MI4 days ago- ...middle‑market M&A advisory firm seeking to expand its team in Michigan with an associate hire, driven by repeat mandates from private‑equity sponsors and acquisitive corporates, and a strong proprietary pipeline. Key Responsibilities Execute M&A mandates: market mapping,...Suggested
Pearse Partners
Lansing, MI3 days ago $80.9k - $110.3k
...Become a part of our caring community The Actuarial Analyst 2, Analytics/Forecasting supports value-based initiatives within the HealthCare Economics team, partnering across actuarial, finance, analytics, and business teams to develop actionable financial insights and...SuggestedFull timeTemporary workApprenticeshipWork at officeRemote workWork from homeHome officeHumana
Lansing, MI3 days ago- ...Actuarial Analyst A career at Auto-Owners is challenging and rewarding. Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. We offer a merit-based work-from-home program based on job...SuggestedCurrently hiringLocal areaHome office3 days per week
Auto-Owners Insurance
Lansing, MI3 days ago - ...Position Summary The position oversees purchasing and billing processes for the Institute for Cyber Enabled Research (ICER) and related units, including software, hardware, and storage acquisitions. Responsibilities also include managing fee-for-service billing, reconciling...Work experience placementWork at officeRemote workFlexible hours
MSU Careers Recent Jobs
East Lansing, MI4 days ago $75k - $85k
...Position Summary The Senior FP&A Analyst will be a member of the Operations Finance team at Propelis headquarters in Louisville, KY, reporting to the VP of Finance. The position requires knowledge of both Finance and Accounting principles, experience with advanced financial...Temporary workWork at officeLocal areaRemote workFlexible hoursGrabJobs
Lansing, MI4 days ago$80k - $100k
...Seeking an Operational Finance / Cost Accounting Analyst to support a fast-paced manufacturing environment. This role will focus on standard... ...experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Workplace Type This is...Permanent employmentShift workAston Carter
Lansing, MI12 hours ago- Product Finance covers two things: how our products perform, and what they cost to build, run, and support. This role owns the cost and investment side, as the finance partner to the Product and Customer Support organizations You’ll own the operating expense P&L for both...
Fivetran
Lansing, MI3 days ago - ...where everyone’s empowered to be their best. Position Summary We are seeking a highly analytical and results-driven Senior Financial Analyst to join our Finance team. This position is responsible for performing complex financial analyses, developing management reports,...
Marmon Medical Manufacturing
Lansing, MI4 days ago - ...Financial Analyst - Senior page is loaded## Financial Analyst - Seniorlocations: Newaygo, Michigan, UStime type: Full timeposted on:... ...capacities.**KEY FUNCTIONS & RESPONSIBILITIES:**• Performs economic research and studies of rates of return, depreciation, and investments....Permanent employmentLocal area
Magna International
Lansing, MI2 days ago - ...employment on the basis of qualification, merit and business need. Amrize Canada Inc. is committed to the principles of employment equity and encourages the applications from women, visible minorities, and persons with disabilities.Amrize North America Inc. participates...Work experience placementLocal areaFlexible hours
Holcim
Lansing, MI1 day ago $65k - $75k
...Venteon is looking for a Financial Analyst for an automotive manufacturing client located in the greater Lansing area. The Financial Analyst will play a strategic role in supporting senior leadership and driving financial performance, shaping the company’s financial strategies...Full timeVenteon
Lansing, MI2 days ago$90.23k
...technology, digital solutions, and data-driven insights to solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping guide financial decisions that drive growth, profitability, and...Contract workWork experience placementH1bWork at officeTrinnex
Lansing, MI5 days ago$72.7k
...JOB SUMMARY This job performs financial and business related research and analysis such as the preparation of forecasts and/or... ...experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range...For contractorsWork at officeLocal areaHighmark Health
Lansing, MI2 days ago$75k - $80k
...looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Financial Analyst - JLL What this job involves: Join our Work Dynamics Client Finance Organization as a Financial Analyst supporting a...Daily paidLocal areaRemote workJones Lang LaSalle IP, Inc.
Lansing, MI4 days ago- ...Job Description: Permian Resources (NYSE: PR) is currently seeking a Treasury Analyst in Midland, TX, reporting to the Director of Treasury. This position will be responsible for supporting both the daily cash management of the organization and administration of the company...
Permian Resources , LLC
Lansing, MI2 days ago - ...Sr. Financial Analyst St. Joseph, MI area Competitive Salary, Bonus, 401K, and More! Drive plant profitability and operational excellence as a key financial partner to leadership in a growing, cutting-edge manufacturing facility. True Operational Business Partnership:...Temporary workWork at officeLocal areaRelocation packageMonday to FridayWeekend work
H. T. PROF Group
Lansing, MI12 hours ago - Financial Analyst - Senior page is loaded## Financial Analyst - Seniorlocations: Newaygo, Michigan, UStime type: Full timeposted on: Posted... ....**KEY FUNCTIONS & RESPONSIBILITIES:**• Performs economic research and studies of rates of return, depreciation, and investments....Permanent employmentLocal area
- ...Job Description Job Description Title: Analyst I, Finance Location: Lansing, MI LG Energy Solution Michigan, Inc is a global leader in advanced lithium-ion battery technology for electric vehicle (EV) and energy storage applications. With growing operations...Work at office
LG Energy Solution Michigan, Inc.
Lansing, MI26 days ago - ...Job Description Job Description Financial Analyst – Southern California | Full Relocation Package Offered Relocate to Southern California's Inland Empire — Sunshine, Space, and Career Growth Trade cramped city living for wide-open Southern California skies, with...Contract workWork at officeRemote workRelocationVisa sponsorshipRelocation packageWeekend work
Augmentis
Lansing, MI12 days ago - Westlake Financial, located in Lansing, MI, is hiring an Automotive Floorplan Portfolio Manager. This role focuses on building and managing relationships with automotive dealerships, driving sales, and ensuring exceptional customer service. Candidates should have a strong...Remote job
- Requisition ID 9186 -Posted 07/27/2026 - Michigan - Accounting/Finance At FordDirect, our emphasis on diversity is much more than words. We encourage you to be yourself. We open our minds and doors to all walks of life, respecting and celebrating the uniqueness within ...Work experience placementWork at office
FordDirect
Lansing, MI4 days ago - MI - Lansing (48911) Full time R232977 Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to ...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Lansing, MI5 days ago $17 - $29.75 per hour
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and...Old National Bank
Lansing, MI3 days ago$46.99k - $122.4k
We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Lansing, MI1 day ago- The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers...Temporary workWork at officeMonday to Friday
Oxford Bank
Lansing, MI4 days ago $19 per hour
Personal Banker Benefit Highlights Paid vacation, personal, sick, holiday, volunteer & birthday time off 401(k) with 6% match and 4% profit-sharing contribution Loan and mortgage discounts + higher rates for savings products Employee Assistance Program to prioritize your...Part timeFlexible hoursArbor Financial Credit Union
Lansing, MI1 day ago- Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Personal Banker II position will provide an exceptional customer experience by...Work at office
Fifth Third
Lansing, MI5 days ago - ...annual goals. Calls on prospective or existing customers to develop new business and to expand current portfolio. Performs necessary research regarding the client’s business, including analysis of financial statements. Maintains proper risk rating on assigned credits....
First National Bank of Michigan
Lansing, MI5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Equity Research Analyst. Be the first to apply!
Related searches
- director private equity Lansing, MI
- private equity intern Lansing, MI
- private equity internship summer Lansing, MI
- investment intern (private equity) Lansing, MI
- private equity associate Lansing, MI
- diversity equity inclusion Lansing, MI
- diversity equity Lansing, MI
- private equity accountant Lansing, MI
- equity inclusion Lansing, MI
- private equity sales Lansing, MI