Managing Director - ECM Research

About the role

Lead research coverage on a specific industry sector, delivering insightful investment research to institutional clients. Responsibilities include developing and directing research for a universe of 15-20+ public companies, building valuation models, authoring reports, and providing actionable recommendations to the firm’s clients. Foster relationships with corporate management teams and buy-side investors to elevate the firm's research platform and the equities business.

Responsibilities

• Develop and direct the research for a universe of 15-20+ public companies, analyzing earnings reports, industry trends, and SEC filings.
• Build and maintain in-depth and comprehensive financial models and industry databases to establish ratings and price targets.
• Write regular research notes, deep-dive industry primers, and formal initiations of coverage to distribute to internal sales and institutional clients.
• Recommend ideas to institutional investors and the firm’s internal sales team.
• Develop and maintain strong relationships with C-suite executives and Investor Relations teams at covered companies.

Requirements

• Experience in sell-side or buy-side equity research.
• FINRA SIE, 7, 63, 86, and 87 licenses.
• B.A. in Accounting, Economics or Finance, with a preference for candidates with Technology, Consumer, Industrials, and Special Situations experience.
• Desired MBA or CFA.

Qualifications

• Strong accounting, finance, and business communication skills.
• High level of proficiency in Excel and other Office products.
• Ability to perform multiple tasks independently and within a team.
• Strong organizational skills, attention to detail, and the ability to meet deadlines in a fast-paced environment.

Benefits

We offer a variety of benefits designed to keep you and your family physically and financially healthy, including:

• Medical, Dental, Vision Insurance
• 401(k), With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

Pay

Compensation and benefit information can be obtained by emailing First National at TAGAdmin@fnni.com. Please include the number of this job (R-20260985) in the subject line of your message.

Schedule

The incumbent in this role is expected to work onsite at the posted location. The work environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish.

Benefits

Learn more about our benefits here: https://www.fnbo.com/careers/benefits/.

Equal Opportunity & Belonging

We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.