Equity Research Associate- Fintech

$140,000 - $140,000/Yr

Truist Financial - New York, NY

Part-time,Full-time - Mid Level

New York, NY

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Equity Research Associate position at Truist Bank involves publishing proprietary equity research focused on the fintech sector, providing insights and recommendations to institutional clients. The role requires conducting thorough industry assessments, building financial models, and maintaining relationships with corporate clients at the C-suite level. The associate will work closely with senior analysts and contribute to the research production process, ensuring high-quality analysis and communication of investment ideas.

Responsibilities

• Create and publish proprietary equity research content with stock recommendations (Buy, Hold, Sell) for institutional clients.
• Conduct due diligence and provide industry expertise for capital markets equity transactions.
• Initiate C-suite corporate access resources for institutional equity clients, including non-deal roadshows and conferences.
• Conduct independent industry assessments and company-specific research reports.
• Engage with corporate client relationships at the C-level (CEO, President, COO, CFO, etc.).
• Work closely with senior analysts in the research production process and publication.
• Conduct macro, industry, and company-level research.
• Build financial models including market forecasts and cash flow projections.
• Conduct financial and valuation analyses.
• Formulate investment ideas and write draft research commentary.

Requirements

• Bachelor's degree (BA/BS) in a relevant field.
• Licenses required: SIE, Series 7, Series 63, Series 87, and either Series 86 or a FINRA waiver for CFA II completion.
• Minimum of 3 years of related work experience in equity research or finance.
• Mastery of financial and accounting concepts for creating financial models.
• Advanced written and oral communication skills.
• Strong analytical and sales skills.
• Proven ability to work in a fast-paced, team-oriented environment.

Nice-to-haves

• Working towards CFA Designation.
• 4+ years of related work experience.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• 401k plan
• Paid holidays
• Vacation days
• Sick days
• Restricted stock units
• Deferred compensation plan