Senior Equity Research Associate- Fintech

Truist Financial - New York, NY

Part-time,Full-time - Mid Level

New York, NY

Credit Intermediation and Related Activities

About the position

The Senior Equity Research Associate in Fintech at Truist is responsible for creating and publishing proprietary equity research focused on the banking sector. This role involves conducting in-depth industry assessments, providing stock recommendations, and facilitating corporate access for institutional clients. The associate will work closely with senior analysts and engage with C-suite executives to enhance client relationships and leverage research insights.

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.
• Perform financial and valuation analyses.
• Formulate investment ideas and write draft research commentary.

Requirements

• BA/BS degree required.
• Licenses Required: SIE, Series 7, Series 63, Series 87, and either Series 86 or a FINRA waiver for CFA II completion.
• Minimum of 5 years of related work experience or academic study beyond BA/BS.
• Mastery of financial and accounting concepts for creating financial models.
• Advanced written and oral communication skills.
• Strong analytical and sales skills.

Nice-to-haves

• Advanced Degree and/or CFA Designation.
• 6+ years of related work experience.
• Experience in mentoring and coaching.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Accidental death and dismemberment insurance.
• Tax-preferred savings accounts.
• 401k plan with company contributions.
• Vacation days (minimum of 10 days) and sick days (10 days).
• Paid holidays.
• Potential eligibility for defined benefit pension plan, restricted stock units, and deferred compensation plan.