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Annex Wealth Management · 2 months ago

Senior Research Analyst - Equities

Brookfield, WI

Full-time

Onsite

Mid, Senior Level

4+ years exp

Annex Wealth Management is a privately held, full-service advisory and wealth management firm. As a Senior Research Analyst, you will execute the firm's investment philosophy, support investment processes, and mentor junior analysts while contributing to idea generation and investment education.

Business Information SystemsConsultingFinancial Services

Responsibilities

Support the firm’s investment strategy through rigorous research, analysis, and monitoring of securities and portfolios

Lead and contribute to the development of investment ideas across sectors and asset classes

Guide and support junior analysts in developing their research skills and understanding of investment principles

Assist in creating and delivering investment education content for clients, prospects, and internal stakeholders

Work closely with the Investment Committee and other departments to ensure alignment and excellence in portfolio construction and client outcomes

Qualification

Equity analysisFinancial modelingCFA certificationResearch platformsTeam orientationCommunication skillsMentorship

Required

4 years as an equity analyst, with broad industry knowledge preferred (sector specialists also welcome)

Ability to understand complex industry dynamics and evaluate competitive moats

Proficiency in research platforms such as FactSet, and strong skills in financial modeling and statement analysis

CFA preferred, or currently pursuing the designation

Strong written and verbal communication skills, especially when translating complex investment concepts into clear insights

A collaborative mindset and a passion for mentoring and knowledge-sharing

Benefits

Medical, Dental, and Vision Insurance

Life & Disability Insurance

Paid Time Off (PTO)

401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution

Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones

Opportunities for professional growth and development

Summer hours