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Regular or Temporary:

Language Fluency:  English (Required)

Work Shift:

Please review the following job description:

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

Equity Research Duties and Responsibilities:

1.    Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.  
2.    Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3.    Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.   
4.    Conduct independent industry assessments and company-specific research reports. 
5.    Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
 

Level-specific Duties and Responsibilities:

1. Develops seasoned and proven expertise in designated research sector. 
2. May publish written research and strategy reports to drive revenue production.
3. Assists in the generation of research ideas and strategies for new research reports.
4. Critical involvement with corporate client relationships at the highest C- Level (CEO, COO, CFO, Director of Strategy, etc)
5. Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
6. Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
7. Active involvement in initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls. 
8. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work. 
9. Follows all risk related practices and policies, and may guide junior staff in risk initiatives.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1.    BA/BS degree
2.    Licenses Required:  the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3.    Has some experience in due diligence execution related to capital markets transactions. 
4.    In-depth knowledge and domain expertise of industry sector.    
5.    Advanced skills in financial analysis, sales presentations, and client relationship management.
6.    Superior oral and written communication ability.  

Preferred Qualifications:
1.    Advanced Degree and/or CFA designation
2.    8 years of related work experience
3.    Experience in mentoring and coaching
 

- The annual base salary for this position in New York is $250,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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