Equity Research Analyst

Tech-Pro-Admin-01 Job Summary

Join our dynamic team as part of a balanced investment management firm with over $1 billion in assets under management. Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies.

Responsibilities

• Develop expertise in sectors such as healthcare, technology, utilities, infrastructure, foreign, and value stocks.
• Research and present new equity ideas that align with the firm's investment philosophy.
• Participate in buy, sell, and hold discussions, including price points and recommendations.
• Conduct relative and intrinsic (DCF) analysis using Bloomberg.
• Engage with company representatives and industry experts.
• Provide insights on macroeconomic effects and sector trends impacting various financial instruments.
• Create content for blogs, quarterly newsletters, and other client communications.
• Participate in asset allocation decisions and assist with bond research, particularly in the U.S. municipal market.
• Support the portfolio management process tailored to each client.
• Maintain relationships with client relationship managers and client services.

Required Qualifications

• Bachelor's Degree with a concentration in Finance or Investment.
• 2-5 years of equity research experience.
• Experience in personal security trading, equity, and/or bond analysis.
• Ability to analyze business strategy, valuation, and financial statements.
• Experience interacting with investor relations for financial securities.
• Attention to detail, follow-up, and a sense of urgency.
• Professionalism and a commitment to high ethical standards.
• Proficiency with industry-focused information systems and applications.
• Strong interpersonal and communication skills.
• Ability to collaborate with team members and other departments.

Preferred Qualifications

• CFA® Charter Member strongly preferred.
• MBA from a top business school and a path towards a professional designation (CFA®, CFP®) preferred.
• Experience with Bloomberg and other research systems is strongly preferred.

Benefits PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan. PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws.

Equal Opportunity Employer (EEO) PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply.

Americans Disabilities Act (ADA) The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, and lifting up to 25 pounds, with or without reasonable accommodation.