Truist ยท 2 days ago
Equity Research Associate - Specialty Finance
New York, NY
Full-time
Onsite
Mid Level
$140K/yr - $140K/yr
3+ years expTruist is a financial services company seeking an Equity Research Associate specializing in Specialty Finance. The role involves publishing proprietary equity research, conducting due diligence, and maintaining relationships with institutional clients at the C-suite level.
BankingFinanceFinancial Services
Responsibilities
Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients
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
Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls
Conduct independent industry assessments and company-specific research reports
Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
Works closely with senior analyst and team in the research production process as well as with the supervisory analysts in the publication process
Conducts research at several levels: macro, industry and individual companies
Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level
Conducts financial and valuation analyses
Formulates investment ideas
Writes draft research commentary
Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base
Depending on experience Analyst Program Participant and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies
May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst
Qualification
Required
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 3 years of related work experience
Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models
Advanced written and oral communication skills and teaming ability
Strong analytical and sales skills
Proven ability to work well in a fast-paced, team-oriented environment
Preferred
Working towards CFA Designation
4+ years of related work related experience
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist 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 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
2025-12-18
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