Global Equity Research Analyst Jobs

Collaborate with cross-functional teams, such as Total Rewards, People Ops, Legal, Finance, and Payroll, to ensure seamless administration of these programs

Serve as the primary point of contact for employees regarding equity-related inquiries. Educate employees on equity plan details and benefits.

Ensure compliance with regulatory requirements and financial reporting standards. Prepare and file necessary reports accurately and in a timely manner.

5+ years of experience in stock administration, equity compensation, or similar roles

Excellent Medical, Dental and Vision health benefits

Fertility & Family Forming Benefits

Collaborate with cross-functional teams, such as Total Rewards, People Ops, Legal, Finance, and Payroll, to ensure seamless administration of these programs

Serve as the primary point of contact for employees regarding equity-related inquiries. Educate employees on equity plan details and benefits.

Ensure compliance with regulatory requirements and financial reporting standards. Prepare and file necessary reports accurately and in a timely manner.

5+ years of experience in stock administration, equity compensation, or similar roles

Excellent Medical, Dental and Vision health benefits

Fertility & Family Forming Benefits

Demonstrate passion for and distinguished knowledge of your sector

3-7 years’ experience as an equity research analyst on either the buy or sell sides

At least 4 years of experience covering Industrials or Materials.

Exceptional financial modeling and fundamental analysis abilities

Excellent interpersonal, communication and relationship-building skills

CFA Preferred (level 1 is minimum requirement)

Conceive and execute differentiated project ideas. Interface with company management teams, internal sales and trading personnel, and institutional investors

Analyze the financial and operational performance of industry groups or individual companies and conduct proprietary investment research and fundamental financial analysis

Build financial model to forecast sales of key products under different assumptions

Write research reports for initiations of coverage, analysis of financial data, and industry/company news

Delve into intellectual properties, the patent law, and litigations related to biotech and pharmaceuticals

Write research reports based on fundamental financial analysis, evaluation of company earnings release, and guidance

Requires 8-12 years of fundamental equity research experience covering the Technology or Communication Services sectors

Strong numeric, analytical and investment skills

Excellent communication skills, both verbal and written9

Buy-Side Equity Research experience with similar coverage.

Independently identify and evaluate profitable investment opportunities amongst listed in the US and broader Americas.

Communicate and advocate for investment opportunities verbally and through written research reports.

Demonstrate strong time management and organization skills.

Bachelor’s degree in Finance, Economics, Statistics, Data analytics, or a related field

A Minimum of 3 years of experience. 5-10 years strongly preferred

Prior experience working with financial data sources including FactSet Bloomberg

Strong and professional written and oral communication skills.

Advanced Level skills with Microsoft Office Suite

Strong knowledge of finance and accounting principles

B.S/B.A. plus 2+ years of work experience in either investment research, investment banking, or relevant industry experience.

Strong analytical and written communication skills & organizational skills

Assist in researching, analyzing and evaluating companies

Assist in preparing recommendations via written/oral summaries

Update and maintain financial models

3 years experience within a hedge fund, trading firm or bank

A bachelor's degree in a highly quantitative or finance related subject

Experienced Fundamental Equity Analyst – Chicago

Performing bottom up analysis of private and public companies

Providing recommendations and guidance on investment decisions

Build relationships with businesses and sell-side partners

Strong PC skills specifically in Microsoft Office applications and sourcing data from the internet and various technology publications

Ability to prioritize work and multi-task responsibilities

Excellent writing and communications skills

Good personal skills and the ability to work and coordinate effectively within a team environment

Hands-on experience working alongside equity research analysts and associates who are among the best in the industry

An understanding of RBC Capital Markets’ global capabilities

Understanding of equity research content and solid experience with stakeholder management skills

Communicating recommendations to sales, trading, management teams, institutional investor clients and other important stakeholders

Bachelor’s degree and preferably relevant experience in Equity Research or Investment Banking (sector is not essential)

Fantastic verbal and written communicator who enjoys collaborating with others with exemplary interpersonal skills

Analytical and problem-solving skills and a resourceful, entrepreneurial spirit will support your work effectively in our team environment

Building and maintaining financial models and industry databases for evaluating companies and market segments

Create and maintain earnings, valuation, and industry models leveraging skills in accounting, finance, and economics.

Develop and maintain relationships with investor relations personnel and management of companies under coverage.

Experience utilizing Excel to Build / Maintain Financial models, an advanced level of Excel proficiency is expected and required

Experience writing in a professional capacity, e.g. crafting equity research notes/correspondence; presentation and/or development of industry reports

Strong PowerPoint skills are required

Write research reports for initiations of coverage, analysis of data, earnings results, and industry news.

Leverage skills in creative thinking and problem solving, accounting, finance and economics to craft and maintain financial models on individual companies.

Other roles where the candidate gained the relevant experience and knowledge.

MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS:

Be a partner to colleagues. We compete against the market and other asset managers, but not against each other.

Be knowledgeable and provide insight regarding business strengths and weaknesses, and a company’s ability to execute its strategy.

Serve in a global generalist capacity, with coverage responsibilities spanning geographies, industries, and the investment styles of different portfolios.

Experience working independently and demonstrated problem-solving skills

At least 1 year of professional experience in building financial models, including three-statement modeling and DCF

Bachelor’s degree in accounting, business, economics, finance, or other relevant fields

Exceptional written and oral communications skills

Experience working with equity valuation or advanced financial models (e.g., DCFs, M&A modeling, LBO)

Working knowledge of US GAAP and IFRS

- Experience in a financial analysis role, preferably at a buy-side investment management firm

- Undergraduate degree in Finance/related field and relevant previous experience

Responsibilities for the position include the following:

· Communicate effectively with portfolio managers as well as other analysts

- Strong analytical and communication skills (both written and verbal)

· Maintaining financial and valuation models for holdings and other companies of interest

Special Skills, Knowledge Or Certification/licensure Preferred For Position

: SSGA Company Stock Portfolio Management and Equity Research Analyst

Are you the right candidate? Yes!

About State Street Global Advisors

Inclusion, Diversity and Social Responsibility.

Strong equity valuation analysis skills.

Excellent communication skills, both written and verbal.

At least 3 years of equity research or comparable experience

Collaboration with the equity research team to produce and publish analysis on companies and industries.

Provide Buy/Sell/Hold recommendations on a defined coverage universe.

Publish stock reports, research notes, in-depth actionable thematic research, and industry research.

Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience

Required Qualifications, Capabilities, And Skills

Preferred Qualifications, Capabilities, And Skills

Build relationships and communicate effectively with internal and external clients, industry experts, and management teams

Two+ years of experience in equity research and/or investment banking

High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment

(education, experience, certifications, licenses & skills required)

(List in order of importance; include any supervisory or management responsibilities)

Maintains relationships and proactively communicates with senior management of covered companies and industry contacts.

Performs other duties as required by senior management.

Foreign language proficiency/fluency, cultural knowledge and travel experience preferred.

Ability to work flexible hours, travel globally, attend conferences, and meet with company management.

Understanding and presenting company key issues and catalysts efficiently to optimize the portfolio management process.

Developing relationships with company management teams, investor relations personnel, and sell-side analysts.

Providing timely recommendations to portfolio managers with the goal of achieving excellent, consistent investment performance (exceeding relative benchmarks and peer groups).

3+ years of investment research experience

Excellent verbal, written, and interpersonal communication skills

Strong organizational, multi-tasking, and prioritizing skills

•1-3 years of sell-side or buy-side experience in equity research

•High attention to detail; able to work independently and manage multiple projects simultaneously

•B.S. in Biology, Medicine, Chemistry or other related scientific fields from a top university

•Post graduate degree in medicine or life sciences preferred

•Entrepreneurial spirit with intense curiosity