Truist Financial - New York, NY
posted 3 months ago
The position involves publishing proprietary equity research in industries aligned with the firm's Banking sectors, showcasing the firm's expertise in these areas. The essential duties include creating and publishing proprietary equity research content that includes stock recommendations (Buy, Hold, Sell) targeted at institutional buy-side clients. The role requires conducting due diligence and providing industry expertise for capital markets equity transactions, as well as initiating C-suite corporate access resources for institutional equity clients. This includes organizing non-deal roadshows, conferences, field trips, bus tours, and conference calls to facilitate client engagement. In addition to these responsibilities, the analyst will conduct independent industry assessments and produce company-specific research reports. The position also involves maintaining relationships with corporate clients at the highest C-level, including CEOs, Presidents, COOs, CFOs, and Directors of Strategy. The analyst will work closely with senior analysts and the research team throughout the research production process, as well as with supervisory analysts during the publication process. The role requires conducting research at various levels, including macroeconomic, industry-specific, and individual company analyses. Analysts will build financial models at both the industry and company levels, which include market and market share forecasts, revenue, EPS, and cash flow forecasts. They will also conduct financial and valuation analyses, formulate investment ideas, and write draft research commentary. Depending on their experience, analysts may collaborate with Capital Markets, sales, and trading teams to leverage their research products into the institutional client base. They may also maintain active dialogue with representatives of covered companies and work closely with institutional buy-side clients to enhance the impact of their research.