Equity Analyst Jobs

Job Title: Equity Analyst - Edge Asset Management - #211454 Company: Principal Financial Group Location: Seattle, WA Description: HelpEquity Analyst - Edge Asset Management - #211454Job Area: InvestmentsBusiness Area: Principal Global InvestorsLocation: WA - SeattleCareer Category: Experienced ProfessionalFull/Part Time: Full TimeRegular/Temporary: RegularDate Posted: 08/18/2010Responsibilities:Edge Asset Management manages more than 16 billion in fixed income, equity and asset allocation mutual funds and is committed to a legacy of straightforward investment solutions. Formerly WM Advisors, Edge was acquired by Principal Global Investors in January 2007 and is a separate subsidiary based in Seattle, WA.Edge is seeking top talent to add to their team of investment professionals as an Equity Analyst. As part of our investment team, you would make recommendations for portfolios based on thorough understanding of firm's investment philosophy. In addition, you would be responsible for the following:- Monitoring, researching and analyzing industry sources and companies to identify investment opportunities.- Working with portfolio team members, make buy, sell and hold recommendations- Forecasting and application of company and economic analysis to recommend investments that result in profitable revenue and net income performance.Qualifications:Successful candidates will have:- MBA with finance emphasis or Chartered Financial Analyst designation required, both are preferred.- 5 to 8 years investment experience or relevant business experience.- Deep knowledge of equity analysis with an emphasis on the financial sector.- Must be a self-starter and demonstrate understanding of economies and investment theories.- Must have strong written and verbal communication skills.PGI Compliance Verbiage:You will be required to comply with a Code of Ethics which covers personal trading activities for you and members of your household.Background Check Requirements:Employment at the Principal Financial Group is contingent upon completion of a thorough background check.Visa Sponsorship:Only individuals with permanent legal rights to work in the United States need apply.

Job Title: Associate Analyst, Equity Research (Consumer Products) Company: Wedbush Securities Location: San Francisco, CA Description: Wedbush Securities is a full-service investment bank and brokerage firm.We are seeking an experienced financial analyst to support a sell-side equity research analyst who covers the retail/softlines sector. The selected candidate will conduct due diligence on covered companies, build and maintain financial models, contribute to writing and editing research reports; will also interact with company management as well as our internal sales force. Experience and Skills Note Candidates must be U.S .Citizens or Permanent Residents to applyBA/BS in Business, Econ, AccountingMBA, CFA or CPA preferred 1-2 years of related sell-side experience in either IB or Equity ResearchExtremely strong financial analysis, modeling, and Excel spreadsheet skillsExcellent verbal and written communication skills FINRA licenses: 7 required; plus 86 and 87 strongly preferredPrior work experience in retail, consumer products industry, preferably softlines apparel sector extremely desirable.

Job Title: Equity Analyst Company: SunGard Location: Wayne, PA Description: With annual revenue of $5 billion, SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. SunGard serves more than 25,000 customers in more than 50 countries, including the world's 50 largest financial services companies. Position Responsibilities Business Overview: This position is based in Wayne, PA and is part of the Corporate HR group reporting to the Director of Compensation and Equity.Duties & Responsibilities Responsibilities of this position include: Monthly and Quarterly equity reporting Development of procedures and reports within Equity Edge to support reporting, communications and transactions. Managing interface with third parties (for example Mercer On-line Total Rewards database). Managing spreadsheets that track Dilution, Shares Outstanding by various dimensions (units, hybrids, distinct equity type, and class of shares). Preparation of Board Materials especially the RoadMap report. Adhoc reporting for Legal, Management, Executive Leadership and Sponsors Mass uploads of activity to Equity Edge. Providing back-up to the Equity Administrator in process Equity transactions (e.g. exercises and releases). Assist in any upgrades of the equity database system including preparing test scripts and transition planning. Position Requirements Knowledge / Experience Organizationally, the knowledge and experience necessary to be successful in this position: Experience with Equity compensation recordkeeping, reporting, and communication. Human Resource experience in working with employees regarding compensation matters. Knowledge of financial recording of equity expense, specifically database reporting requirements needed to support accurate accounting disclosures Knowledge of legal/regulatory environment, specifically database reporting requirements needed to support regulatory filings and compliance.Education: A college degree (B.S.) is required preferably in HR, IT or Finance.Skills The successful individual will be a problem solver who is able to apply quantitative analysis to various requests delivering clear understandable reports for Database Users, Management and Leadership.Software: Equity Edge or other equity processing databases (e.g. Transcentive), including the processing of transactions, general record lay-out, and programming / report writing capabilities within the software. Advanced knowledge of excel (e.g. Logic, Lookup / Reference, and Date / Time Functions as well as skill in writing macros and using pivot tables to organize and display data.)

Job Title: SR. ANALYST/EQUITY/INVESTMENT BANKING Company: LOS ANGELES WEST Finance Location: Los Angeles, CA Description: IMMEDIATE NEED! ~EXCITING OPPORTUNITY ~ EXP'D BUY SIDE SR. ANALYST - EQUITY/INVESTMENT BANKING INDUSTRY BACKGROUND REQUIRED! ~ Los Angeles ~ $90k-$110k + BONUSFor fastest response, submit Word-Formatted Resume DIRECTLY to: Register to View client is seeking a dynamic, experienced Buy-Side ANALYST from an equity/investment banking background to join their firm. You will possess substantial experience in M&A, LBOs, etc. Ideally you will also have bio-tech and/or green technology experience with former clients. CFA also preferred (demonstration of strong theoretical knowledge of Financial Statement analysis). And you are an expert/guru in financial modeling. National and international travel is part of the job. Email your word-formatted resume directly to: Register to View for more information. Qualified candidates will receive a call for further discussion.

Job Title: International Equity Analyst Company: Not Disclosed Location: Teaneck, NJ Description: Serve as a generalist covering companies in all sectors, industries and EAFE countries.- Efficiently evaluate companies on the focus list, within the context of our investment strategy, for inclusion in, or exclusion from, the portfolio.- Monitor portfolio holdings for new developments and make recommendations as necessary.- Understand the key drivers of a company's business and stock price. Identify stocks where those factors are unappreciated or misunderstood by the current market consensus.Required Skills:- Bachelor's degree with focus in the areas of Finance or Economics. Advanced degree in Finance a plus.- CFA or progress toward the CFA designation.- 3 or more years of work experience as an equity analyst. International experience a plus.- Ability to cover a significant number of stocks in a broad range of sectors, industries and countries.- Must be able to work efficiently and manage time effectively.- Knowledge of financial software and databases e.g. Bloomberg, Factset, Baseline, etc.

Job Title: Global Financial Equity Analyst Company: Bessemer Trust Company Location: New York City, NY Description: Key results expected:Recommend value-adding investment ideas for inclusion in the portfolios through thoughtful proprietary fundamental research and modeling. Maintain relationships with Sector and Industry professionals to aid in the decision making process.Job Requirements: BA degree with strong academic credentials.CFA or MBA strongly preferred.Minimum of four yearsBuy-Side Equity Research experience with superior modeling, analytical and valuation skills. Experience within a wealth management or institutional asset management environment.Excellent written and verbal communication skills.Knowledge of global coverage mandatory with Financial sector experience preferred will consider other sectorsUnderstanding of research methodologies across multiple sectors and geographies. Proven ability to work well in and contribute to a team environment.Proven stock-picking record.Available for travel, as required (up to 20%)

Job Title: Global Financial Equity Analyst Company: Bessemer Trust Co Location: New York, NY Description: Bessemer Trust, a privately held global wealth manager with a stellar reputation built from over 100 years of responsible investing is actively recruiting for a Global Financial Equity Analyst to join the Investment Research team in their New York office. The successful candidate will help develop sector strategies and assume responsibility for primary coverage of a large portion of the global sector. Key results expected: Recommend value-adding investment ideas for inclusion in the portfolios through thoughtful proprietary fundamental research and modeling. Maintain relationships with Sector and Industry professionals to aid in the decision making process. Job Requirements: BA degree with strong academic credentials. CFA or MBA strongly preferred. Minimum of four years Buy-Side Equity Research experience with superior modeling, analytical and valuation skills. Experience within a wealth management or institutional asset management environment. Excellent written and verbal communication skills. Knowledge of global coverage mandatory with Financial sector experience preferred will consider other sectors Understanding of research methodologies across multiple sectors and geographies. Proven ability to work well in and contribute to a team environment. Proven stock-picking record. Available for travel, as required (up to 20%).

Job Title: Small/Mid Cap Growth Equity Analyst - Technology Company: BlackRock Location: Boston, MA Description: Position Overview: This Analyst will be responsible for supporting senior investment professionals, including two Portfolio Managers, on all aspects of the investment process for BlackRock's Small and Mid Cap Growth Equity Funds focusing specifically on the technology sector. Responsibilities: Conduct company research including financial analysis, due diligence on industry trends, company management and strategies Make stock specific recommendations to small and mid cap growth portfolio managers that outperform the technology sector over time. Build and update financial and valuation models Synthesize and assess financial, industry data Conduct primary research through industry sources Draft reports/notes on relevant investment themes, events, and breaking news Attend industry conferences Manage ad-hoc projects assigned by Portfolio Managers Communicate with investment professionals throughout the Firm Qualifications: Bachelor's degree required. Finance major a plus. MBA/CFA preferred Minimum of 3 years experience as an equity analyst (ideally in Small and Mid Cap) Thorough knowledge of the technology sector, including all sub-sectors, is required Outstanding analytical and organizational skills Ability to synthesize and communicate large amounts of information in succinct manner Proficiency with Microsoft Excel Excellent communication skills BlackRock is proud to be an E-Verify & Equal Opportunity/Affirmative Action EmployerM/F/D/V.

Job Title: Associate Analyst Equity Research (Healthcare Services) Company: Wedbush Securities Location: New York, NY Description: Provide primary research and analytical support to Equity Research Analyst who covers the health care services sector;Assist in conducting fundamental industry and market research;Build and maintain financial models;Contribute written sections to reports on covered companies;Interact with the institutional sales force and firm clients. Experience and Skills BA/BS in Finance, Economics or related subject;2 years of sell-side equity research or IB Analyst experience required;FINRA License required (Series 7, 86, 87)CFA/MBA or other advanced financial credential strongly preferredU.S. Citizen or Permanent Resident required.Additional Requirements:Strong aptitude for research and synthesizing large amounts of information;Extremely strong verbal and written communication skills;Strong financial analysis and modeling skills essential;Prior work experience in health care services sector highly preferred/desirable;New York preferred, LA/SF optional.

Job Title: Business Analyst Equity derivatives Company: Location: New York, NY Description: Company: Mitchell Martin Position Title: Business Analyst Equity derivatives Job Code: Job Location: New York, NY Description: Business Analyst - Equity derivatives Description Our client, one of the main European financial services companies, is seeking a Business Analyst - Equity derivatives. Location: New York, NY Type of Position: Fulltime RESPONSIBILITIES: *Provide business analysis within the Equity Derivatives department in New York. Candidate will have a traditional business analysis role: Collect and analyze users requirements, evaluate process workflow, write global and detailed functional specifications, perform gap analysis, evaluate and recommend solutions, analyze risk/reward and cost/benefit, create long- and short-term migration plans, create test plans and tests scenarios, manage UAT process, etc. *Provide project management within the Equity Derivatives department in New York. Candidate will have a project management role: Depending on some topics, the candidate will use project management skills to coordinate the different changes needed to answer the users' requirements. The candidate will need to plan, follow-up estimates/actual, alert on the different risks met to deliver on-time and in-budget the different needs. The project size could vary from small enhancements to bigger projects across business lines project. *The candidate will liaise with different departments: users, development teams, Quality Acceptance team, business analysts. TECHNICAL SKILLS: *Required: MS Office Suite, Project Management tool, Database Modeling Concepts, Full Development Life Cycle Experience *Desired: Visio COMPETENCIES (required): *Clear written and verbal communication skills, appropriate to a given audience,(technical, functional, etc.) *Ability to communicate to a wide range of clients. *Ability to analyze complex workflow methodologies and make process re-engineering automation recommendations. *Must be a self-starter who is comfortable working in a very dynamic environment, with rapidly changing priorities. *Excellent problem solving skills. *Must be able to interact with a variety of clients and support staff - traders, Middle Office, development, infrastructure, etc. *Must be able to provide accurate estimation of work effort, and effective status to management as well as clients. *Knowledge of trading and brokerage operations - front to back *Knowledge of derivative product life cycle workflow *Desired/Plus: US Regulatory/Compliance experience/Accounting PRIOR WORK EXPERIENCE (required): *Five-plus years of business analysis experience in Equities front/Back Office applications, specifically in the brokerage industry *Project Management experience with use of System Development life cycle methodology EDUCATION (required): BS in Computer Science/Finance or related field Start Date: ASAP Employment Type: Full-time Duration: Not specified. Travel: Not specified. # of Openings: 1 Location: New York, NY Salary/Rate: Not specified Reference: 37655079 : JS 10-01272 Posted: 8/25/2010 Mitchell Martin Other jobs with this company. Attention: Recruiter Email: Send an email to Mitchell Martin Register to View aid:29646618Ad ID: 5623444