Please review the following job description:
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
Essential Duties and Responsibilities
- Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buyโside clients.
- Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating Cโsuite corporate access resources to institutional equity clients.
- Responsible for initiating Cโsuite corporate access resources to institutional equity clients including nonโdeal roadshows, conferences, field trips, bus tours, and conference calls.
- Conduct independent industry assessments and companyโspecific research reports.
- Involvement with corporate client relationships at the highest CโLevel (CEO, President, COO, CFO, Director of Strategy, etc)
LevelโSpecific Duties
- Applies industry/market/product knowledge to drive revenue production and business growth.
- Applies knowledge and experience, and advanced skills to independently conduct industry assessments and companyโspecific research reports.
- Critical involvement with corporate client relationships at the highest CโLevel (CEO, President, COO, CFO, Director of Strategy, etc)
- Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
- Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
- Responsible for initiating Cโsuite corporate access resources to institutional equity clients including nonโdeal roadshows, conferences, field trips, bus tours, and conference calls.
- Plays a key role in developing strategy and objectives for designated business area.
- Mentors and coaches junior staff.
- Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.
Required Qualifications
- BA/BS degree
- 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.
- Minimum of 10 years of related work experience
- Proven domain expertise and thought leadership in the industry.
- Strong relationships with senior level, meaningful institutional buyโside clients.
- Strong relationships with Cโlevel corporate executives.
- Advanced analytical and technical skills combined with a passion for fundamental research and a problem solving attitude.
- Experienced in due diligence execution related to capital markets transactions.
- Excellent interpersonal and listening skills, with the ability to communicate highly complex ideas clearly and concisely
- Strong partnering and leadership skills
Preferred Qualifications
- MBA or advanced degree (PhD, JD, MD), and/or CFA designation
- 12 years of related work experience
- Experience in mentoring and coaching
Annual base salary for this position is $300,000.
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, taxโpreferred 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 fullโtime or partโtime status) during the first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truistโs generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truistโs 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 nonโtemporary position for which you apply, based on fullโtime or partโtime 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.