Equity Research Associate - Large-Cap Banks

Market Research Support

Provides market research support in compiling and publishing high quality, comprehensive analysis and research on individual corporations, industries, financial markets, and economic developments as assigned.

Depth & Scope:

• Expert level professional role requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas to run data analysis and develop research reports
• Integrates the broader organizational and industry context into advice and solutions
• Solves complex problems requiring analysis of multiple variables, which may require consultation with multiple stakeholders
• Uses advanced methods to contribute to new solutions and recommend standards against which others will operate
• Interprets guidelines, standards, policies, and results of analysis to inform decision making at senior levels
• Builds stakeholder alignment in leading activities, identifying, and leading problem resolution
• Works independently as a subject matter expert within own area of specialty and act as an escalation point and/or knowledge resource for others

Education & Experience:

• Undergraduate degree
• FINRA SIE, Series 63, 86, and 87 or willing to obtain
• Holds or is working towards a CFA designation preferred for publishing analysts and associates
• Masters or PhD preferred
• 2+ years related experience

Employee/Team Accountabilities:

• Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues/points of interest
• Provides thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
• Keeps current on emerging trends/developments and grow knowledge of the business, related tools, and techniques
• Participates in personal performance management and development activities, including cross training within own team
• Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
• Leads, motivates, and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
• Contributes to a fair, positive, and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

Physical Requirements:

• Domestic Travel Occasional
• International Travel Never
• Performing sedentary work Continuous
• Performing multiple tasks Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds Occasional
• Sitting Continuous
• Standing Occasional
• Walking Occasional
• Moving safely in confined spaces Occasional
• Lifting/Carrying (under 25 lbs.) Occasional
• Lifting/Carrying (over 25 lbs.) Never
• Squatting Occasional
• Bending Occasional
• Kneeling Never
• Crawling Never
• Climbing Never
• Reaching overhead Never
• Reaching forward Occasional
• Pushing Never
• Pulling Never
• Twisting Never
• Concentrating for long periods of time Continuous
• Applying common sense to deal with problems involving standardized situations Continuous
• Reading, writing, and comprehending instructions Continuous
• Adding, subtracting, multiplying, and dividing Continuous