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• November 8, 2024
• 3:21 pm

John G. Ullman & Associates, Inc. is seeking experienced Equity Research Analyst to join our Firm. These are essential positions in our company, and will play a significant role in the company’s strategic plans to grow and expand the business.

Role:

The Equity Research Analyst will be a member of a Research Team for a balanced investment manager, which is currently managing over $1 billion in stocks and bonds. As a member of the Firm’s Investment Committee, the responsibilities will include developing expertise of sectors that are current areas of focus for the Firm, including healthcare, technology, utilities, infrastructure, foreign and value stocks; developing, researching, and presenting to the Investment Committee, new equity ideas that align with the Firm’s balanced investment philosophy; actively participate in buy, sell, and hold discussions, including price points and the size of the buy/sell recommendations; completing relative and intrinsic (DCF) analysis within a spreadsheet that is automatically filled by Bloomberg, as well as speaking directly with company representatives and possibly others in the specific industry; providing expertise to the Investment Committee on numerous areas of investment research, including macroeconomics effects and sector trends that may affect stocks, bonds, currencies, commodities, and any other area in which a client may have a concern; developing blog content and assist with quarterly newsletters and other client communications; participate with asset allocation decisions, including cask levels, equity and bond exposure, and any unique bond strategies; assisting the Trading Department with bond research as needed, especially the U.S. municipal market; assisting with the portfolio management process, which is unique for every client and balanced between individual stocks and bonds, no derivatives; and developing and maintaining relationships of support with the Firm’s client relationship managers, and the other members of client services to assist with client investment needs.

Required Qualifications:

• Bachelor’s Degree with a concentration in Finance or Investment.
• Must have 2-5 years of equity research experience.
• Experience in personal security trading, equity, and/or bond analysis.
• Position requires an awareness of market moving news and stock specific news; the ability to complete a detailed analysis of business strategy, valuation, and financial statement analysis; and experience interacting with investor relations for all financial securities.
• Attention to detail, follow-up on actions, and a sense of urgency.
• Professionalism in all facets of the job is a must, commitment to the highest level of ethics is essential.
• Must be able to demonstrate the ability to work with industry focused information systems and applications.
• Must have strong interpersonal skills; able to communicate effectively, verbally and in writing; and have a demonstrated track-record of performing in a team-based, collaborative work environment.
• Successful candidates must be able to work directly with team members and other departments in the Firm who provide support, advice, and assistance in the management of clients’ accounts.

Preferred Qualifications:

• CFA® Charter Member is strongly preferred.
• MBA from a top Business School and a path towards a professional designation (CFA®, CFP®) is preferred.
• Prior experience working with Bloomberg and other research systems is strongly preferred.

Projected Hiring Range:

Annualized Salary: $80,000 – $110,000 plus performance based incentives

About Us:

John G. Ullman & Associates is a wealth management firm committed to bringing human connection, attention to detail and trust to every aspect of financial planning. For over 45 years, we have helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect our client’s wealth. Our team has grown to include a diverse group of expert financial planners, tax professionals, investment researchers, legal professionals and support staff in three separate New York State Locations; including our headquarters located in Horseheads, NY; and branch offices located in Corning, NY, Rhinebeck, NY and Charlotte, NC.

To Apply:

If you are interested in applying, please fill out the form below or e-mail a letter of interest and resume to Stephany Achterberg .