Job Summary:

The Equity Analyst analyzes financial data, public records, and overall trends of a company to determine the current value of its stock and predict its financial future. These findings are used in making recommendations for client accounts and fund portfolios.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Reviews companys financial reports using performance measurement standards.
• Conducts diligent research to support and prepare reports of the organizations investment potential.
• Reviews and analyzes public records of comparable businesses to predict future financial needs of the target organization.
• Collaborates and continually communicates with staff on the analysis team.
• Provides buy/sell recommendations in appropriate immediate and long-term markets
• Uses risk management methods to continually assess changes in the investment portfolio.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Extremely proficient in Microsoft Office Suite or related software and statistical software.
• Computer and internet skills necessary for investment analysis.
• Ability to adapt analysis to specified formats, styles, templates, and deadlines for a variety of reports.
• Ability to develop and express sound opinions on investment opportunities and prospects.
• Ability to work well with a team and to adhere to deadlines.
• Excellent observational skills and ability to recognize trends in a particular market.
• Thorough understanding of fair disclosure laws.

Education and Experience:

• Bachelors degree in related field with a strong academic record required; MBA preferred.
• At least three years of related experience required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.