Senior Research Analyst-Investment Management Group jobs in United States
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Rockland Trust · 1 month ago

Senior Research Analyst-Investment Management Group

Rockland Trust is seeking a Senior Research Analyst to join their Investment Management Group. This role involves leading coverage of the U.S. Large Cap Technology and Communication Services sectors, providing deep fundamental analysis and generating investment ideas to drive portfolio performance.

Payments
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H1B Sponsor Likelynote
Hiring Manager
Jody Janelle
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Responsibilities

Lead coverage of the U.S. Large Cap Technology and Communication Services sectors, developing in-depth knowledge of industry dynamics, competitive landscapes, and key secular themes such as AI adoption, cloud transformation, digital platforms, and next-generation connectivity
Identify and evaluate compelling stock ideas that align with long-term investment objectives. Deliver well-supported, alpha-generating recommendations based on fundamental analysis and forward-looking insights
Build and maintain detailed financial models, forecasts, and valuation frameworks. Assess company strategy, management quality, and industry positioning to inform investment decisions
Partner with Portfolio Managers and senior investment leaders to shape portfolio construction and contribute to broader equity strategy discussions
Provide guidance and mentorship to junior analysts, fostering a culture of analytical excellence, intellectual curiosity, and collaboration
Contribute to the bank’s market commentary, thematic research, and client-facing materials, showcasing insights into the rapidly evolving technology landscape
Support asset allocation, risk modeling, and manager selection efforts as part of a broader investment strategy team

Qualification

Equity ResearchFinancial ModelingValuation SkillsCFA DesignationBloomberg ProficiencyFactSet ProficiencyIntellectual CuriosityWritten CommunicationVerbal CommunicationTeam Collaboration

Required

Bachelor's degree required
5–8 years of relevant experience in fundamental equity research, preferably with direct coverage of the Technology and/or Communication Services sectors
Demonstrated ability to generate differentiated, alpha-producing investment ideas
Advanced financial modeling, valuation, and financial statement analysis skills
Exceptional written and verbal communication abilities; adept at conveying complex investment theses clearly and persuasively
Proficiency in Bloomberg, FactSet, and other research platforms
Strong intellectual curiosity, integrity, and passion for financial markets
A self-starter who thrives in a collaborative, high-performance environment

Preferred

MBA and/or CFA designation strongly preferred

Benefits

Competitive compensation with performance incentive awards
Health Insurance
Dental Insurance
A 401K and DC Plan for your retirement
LTD & Life Insurance
Day Care Reimbursement
Tuition Assistance for graduate and undergraduate programs
An award winning Wellness program
Much more!

Company

Rockland Trust

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Rockland Trust is a small community bank that is FDIC insured and has over 80 locations.

H1B Sponsorship

Rockland Trust has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (6)
2023 (1)
2022 (3)
2021 (2)
2020 (3)

Funding

Current Stage
Public Company
Total Funding
unknown
1986-05-23IPO

Leadership Team

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Jeffrey Tengel
Chief Executive Officer
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Edward Jankowski
Chief Technology and Operations Officer
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Company data provided by crunchbase