Equity Research VP - Aerospace & Defense
Truist · New York, NY · 2 wk ago
Finance$250k/yrFull-time
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).
- Develops seasoned and proven expertise in designated research sector.
- May publish written research and strategy reports to drive revenue production.
- Assists in the generation of research ideas and strategies for new research reports.
- Critical involvement with corporate client relationships at the highest C-Level (CEO, 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.
- Active involvement in initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
- May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work.
- Follows all risk related practices and policies, and may guide junior staff in risk initiatives.
Requirements
- 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.
- Has some experience in due diligence execution related to capital markets transactions.
- In-depth knowledge and domain expertise of industry sector.
- Advanced skills in financial analysis, sales presentations, and client relationship management.
- Superior oral and written communication ability.
- Language Fluency: English (Required)
Preferred Qualifications
- Advanced Degree and/or CFA designation
- 8 years of related work experience
- Experience in mentoring and coaching
Benefits
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment coverage
- Tax-preferred savings accounts and a 401(k) plan
- At least 10 days of vacation (prorated) and 10 sick days (prorated) during the first year
- Paid holidays
- Potential eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan depending on position and division
Pay
The annual base salary for this position in New York is $250,000.
Schedule
Work Shift: 1st shift (United States of America)