What are the responsibilities and job description for the Equity Research Analyst - Hybrid/Remote -- WFH position at Get It Recruit - Finance?
About Us
We are a leading financial institution committed to serving our communities with integrity and expertise. With a strong foundation built on traditional values and forward-thinking principles, we provide a supportive environment where employees can thrive and grow their careers.
Position Overview
We are seeking a dedicated Investment Research Analyst to join our team. In this role, you will play a crucial part in analyzing and recommending mutual funds and equities, supporting our Wealth Management Group, and contributing to the overall objectives of our Investment Department.
Key Responsibilities
Employment Type: Full-Time
We are a leading financial institution committed to serving our communities with integrity and expertise. With a strong foundation built on traditional values and forward-thinking principles, we provide a supportive environment where employees can thrive and grow their careers.
Position Overview
We are seeking a dedicated Investment Research Analyst to join our team. In this role, you will play a crucial part in analyzing and recommending mutual funds and equities, supporting our Wealth Management Group, and contributing to the overall objectives of our Investment Department.
Key Responsibilities
- Mutual Fund Analysis:
- Conduct thorough analysis and recommend suitable mutual funds through independent research and third-party resources.
- Develop and maintain screening criteria for fund selection and monitoring processes.
- Lead due diligence meetings with fund management teams and maintain approved and watch lists.
- Equity Analysis:
- Identify key drivers of shareholder value in assigned sectors and monitor industry developments.
- Evaluate equity investment opportunities using various analytical methods and present recommendations to strategy managers.
- General Contributions:
- Adhere to departmental policies and procedures while supporting various functions within the Investment Department.
- Assist in managing proprietary asset allocation models and support client relationships in the Retirement Services Department.
- Collaborate with colleagues and vendors to address client issues promptly and effectively.
- Bachelor's degree required; CFA and/or MBA preferred.
- Minimum two years of experience in investment research.
- Strong analytical skills and ability to communicate complex concepts effectively.
- Proficiency in Microsoft 365 products; experience with Bloomberg, FactSet, and/or Morningstar Direct preferred.
- Willingness to travel and work flexible hours as needed.
- Opportunity for career growth and professional development in a supportive environment.
- Competitive compensation and benefits package.
- Commitment to work-life balance with flexible scheduling options.
Employment Type: Full-Time
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