Overview You will join a collaborative investment team to influence portfolio decisions through in-depth equity research across industrials and utilities. You will build models, analyze earnings, and assess regulatory and competitive trends to generate actionable investment ideas. You will work with portfolio managers and leadership to refine holdings and support the firm's SMA platform, translating complex analysis into clear insights. This role combines rigorous analysis with cross-functional collaboration in a client-focused wealth management environment. Your work will help shape investment strategies and advisor outcomes, within a globally recognized financial services firm. Compensation / Benefitsbase salarybonus eligibility401(k)health insurancedental insurancelife insurance ResponsibilitiesConduct fundamental research on assigned sectors and companies, including financial analysis, valuation, and investment thesis developmentBuild and maintain financial models, forecasts, and investment recommendations for portfolio constructionProvide timely insights to portfolio managers and investment leadership on holdings and benchmark performanceDevelop research reports, earnings updates, sector commentary, and presentations for internal stakeholdersSupport advisor engagement, educational events, and due diligence discussions by translating analysis into actionable investment perspectivesMaintain governance and compliance practices across research activities and recommendations Key requirements7+ years of experience in equity research focused on Industrials and Utilities or related investment functionsStrong financial modeling, valuation, scenario analysis, and investment thesis developmentBachelor's degree in Finance, Economics, Accounting, Business, or related field; MBA or CFA preferredApplicable securities licenses or ability to obtain within a timeframeExperience in buy-side, sell-side, or institutional investment environments preferredExcellent communication and collaboration skills with ability to present to senior stakeholdersexcellent communicationcollaborationinfluencingfinancial modelingvaluationscenario analysis
Not specified in the original listing.
Not specified in the original listing.
