Equity Analyst - Sterling Capital Management

Location
Virginia Beach, Virginia
Salary
Salary and bonus will be competitive and commensurate with experience and performance..
Posted
Nov 09, 2022
Closes
Jan 08, 2023
Ref
Equity Analyst - EOG Group - Sterling Capital Mgmt
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Masters

The Equity Opportunities Group (EOG) of Sterling Capital Management LLC, a subsidiary of Truist Financial Corporation, seeks an experienced equity analyst to join a seasoned and successful investment team that has exhibited an attractive record of outperformance over the last 20+ years.  A successful candidate will face a broad array of duties and assignments, including, but not limited to: screening, proposing and analyzing company fundamentals on new investment ideas and current holdings, maintaining various spreadsheets and databases, authoring commentaries for client communications, supporting product specialist teams and fulfilling other value-added tasks.  Desire to engage and assist on ESG is a positive. 

Essential Duties and Responsibilities

The following is a summary of essential job functions.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time:

  • Construct financial models and analysis on subject companies
  • Analyze and understand company fundamentals through various data resources
  • Interview company management and industry contacts via virtual and in-person meetings
  • Prepare written reports on companies under coverage
  • Recommend securities to be included in EOG portfolios
  • Review and provide feedback on other analysts’ investment recommendations
  • Effectively communicate with clients and consultants regarding Sterling’s investment management process

Skills/Experience Requirements:

  • Deep fundamental bottom-up research and analysis and delivering recommendations (orally and in writing) in an organized, concise, and impactful manner
  • Exchanging ideas in a team setting among peers, and defending the investment merits of recommended ideas
  • Independent thought, primary research, and fact-based analysis
  • Writing experience used to assist team with quarterly commentaries and individual securities write-ups
  • Ability to travel as needed to research conferences and/or client meetings
  • A desire for a long-term career as a buy-side analyst

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s Degree

  • 3+ years of professional equity analysis experience Bachelor’s degree
  • Thorough knowledge of equity securities and their attributes, generalist or industry-specific
  • High level of technological competence
  • Strong communications skills
  • Advanced financial modeling capabilities
  • Demonstrated proficiency in basic computer applications such as: Microsoft Office, Factset and/or Bloomberg
  • Ability to travel, occasionally overnight

Preferred Qualifications:

  • CFA designation and/or MBA
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