Equity Research, Executive Director - Mid Cap Banks

About This Role

Provide primary equity research coverage of the Mid Cap Banks sector, managing and conducting fundamental equity research to deliver differentiated industry and stock-specific content to institutional investor clients.

Responsibilities

• Provide primary equity research coverage of the Mid Cap Banks sector
• Manage and conduct fundamental equity research processes
• Build and maintain financial estimates and stock recommendations
• Communicate research findings to internal stakeholders and external clients
• Develop expertise on companies in the Mid Cap Banks sector
• Write research reports on key company updates and industry themes
• Create and update financial models and databases
• Attend company and industry events; cultivate relationships with covered companies and industry contacts
• Communicate team views on covered companies with internal and external constituents
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Requirements

• 6+ years of Securities Research experience, or equivalent
• 3+ years of management or leadership experience

Qualifications

• BS/BA or higher
• 6+ years of Securities Research experience, or equivalent, plus 3+ years of management or leadership experience

Nice to Have

• Direct sell-side experience of 10+ years as lead analyst covering Mid Cap Bank stocks
• Ability to work effectively in a team environment and across all organizational levels
• Advanced Microsoft Excel skills, including high level of proficiency in modeling
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Strong writing skills and attention to detail
• Knowledge and understanding of financial statement analysis
• Knowledge and understanding of accounting principles in the capital markets industry
• Knowledge and understanding of investment tools such as Bloomberg or FactSet application
• Strong, clear and concise written and oral communication skills

Skills

* Required skills

Benefits