Equity Research Vp Energy & Power - Midstream jobs at Truist in United States, New York

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

1. Provide insights and market color from strategic accounts to help trading desk manage market opportunities.
2. Deliver a comprehensive platform of senior management, trading, research and syndicate teammates to our strategic accounts.
3. Works with Syndicate and DCM to get reverse inquiry for issuing clients.5. Support the risk management needs of the trading desk through active sales engagement

Specific to level:

1. Experience in financial markets
2. Understanding of different sales approaches using credit skills and market knowledge to manage client transactions
3. Consistently meeting quality individual revenue goals from a variety of FI investors.

Required Qualifications

1. BA/BS degree
2. 8 years of related work experience
3. In-depth knowledge of Credit industry, market, and products
4. Track record of revenue generation and entrepreneurial nature
5. Prudent risk management skills
6. Advanced analytical and technical skills combined with a problem solving attitude
7. Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely

1. CFA and/or MBA degree, with a Finance focus
2. 10 years of related work experience
3. Experience in mentoring and coaching junior talent
4. Technology / Coding experience (Python, R, VBA, ect.)

- The annual base salary for this position in New York is $250,000

Regular or Temporary:

English (Required)

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

1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)

Level-specific duties:

1. Works closely with senior analyst and team in the research production process as well as with the supervisory analysts in the publication process.
2. Conducts research at several levels: macro, industry and individual companies
3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
4. Conducts financial and valuation analyses.
5. Formulates investment ideas.
6. Writes draft research commentary.
7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
8. Depending on experience Analyst Program Participant and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual 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.

1. BA/BS degree
2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3. Minimum of 3 years of related work experience
4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
5. Advanced written and oral communication skills and teaming ability.
6. Strong analytical and sales skills
7. Proven ability to work well in a fast-paced, team-oriented environment

Preferred Qualifications:

1. Working towards CFA Designation.
2. 4+ years of related work related experience

- The annual base salary for this position in New York is $140,000

Regular or Temporary:

English (Required)

• Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
• Create and publish proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
• Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
• Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
• Conduct independent industry assessments and company-specific research reports.
• Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
• Work closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
• Conduct research at several levels: macro, industry and individual companies
• Build models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
• Conduct financial and valuation analyses.
• Formulate investment ideas.
• Write draft research commentary.
• Work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
• Maintain active dialog with representatives of covered companies.
• Work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.

Requirements

• Must have Bachelor's degree in Finance, Economics, or related field plus 5 years of progressive experience in finance and/or investment banking positions performing/utilizing the following:
o Financial and accounting concepts to facilitate the creation of in-depth financial models and reports
o Developing technical analyses on the banking industry and economic outlook for using Platforms including: S&P Global Market Intelligence, Bloomberg, Moody’s, FactSet, Visible Alpha, Experian, Mortgage Bankers Association, and Inside Mortgage Finance, and CoStar
o Creating different types of financial models including: DDM, DCF, M&A (with full purchase accounting and other deal impacts), and sum-of-the-parts
o Utilizing Federal Reserve and industry databases including H8 (commercial banks assets and liabilities), G19 (consumer credit), Z1 (Fed flow funds), FRED, Fannie Mae, and Freddie Mac
o Application of financial and regulatory concepts including Basel III, CET1, RWA, TLAC, SLR, CECL, fair value and credit marks
o Strong understanding of the regulatory environment and key institutions including the FDIC, OCC, the Federal Reserve, FFIEC, and the NCUA and the implications they have on the operating environment for banks
o Various interest rates and yields and their applications in models and research content, including Fed Funds rates, Fed Funds futures, SOFR, Treasury yields, IG / Non-IG credit spreads, mortgage spreads, MBS spreads, and 2-10 spreads

• In the alternative, employer will accept an MBA or Master’s degree in Finance, Economics, or related field plus 3 years of experience in finance and/or investment banking positions performing/utilizing the aforementioned.

• Must have passed at least 1 of the following exams: SIE; 7 Top Off (or Series 7 if licensed prior to 2019); Series 63; Series 87; or Series 86 or FINRA waiver for those w/ completed CFA II license).

• The annual base salary for this position: $180,000 – 195,000

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

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

1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)

Level-specific duties:

1. Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
2. Conducts research at several levels: macro, industry and individual companies
3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
4. Conducts financial and valuation analyses.
5. Formulates investment ideas.
6. Writes draft research commentary.
7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
8. Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual 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.

1. BA/BS degree
2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3. Minimum of 4 years of related work experience
4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
5. Advanced written and oral communication skills and teaming ability.
6. Strong analytical and sales skills
7. Proven ability to work well in a fast-paced, team-oriented environment

Preferred Qualifications:

1. Working towards CFA Designation.
2. 4+ years of related work related experience

- The annual base salary for this position is $160,000

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

1. Create and publish proprietary equity research reports including company initiation reports, industry landscape and company specific research reports
2. Conduct due diligence (via KOL interviews, surveys, clinical data analyses) to understand market dynamics, and make investment recommendations to institutional investors.

3. Build financial and market models to analyze company valuations and inform investment recommendations (BUY, HOLD, SELL).

5. Pursue new sources of information/ identify creative ways to generate differentiated research, formulate investment ideas and provide valuable information to institutional clients

Level-specific duties:

Ability to formulate investment ideas and provide strong supportive evidenceBuilds financial models (market, IS, BS, CF, DCF) to support investment ideasComfortable monitoring news flow, reacting with quick-takeaways to stock-moving developments

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.

1. BA/BS degree
2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3. Minimum of 5 years of related work experience or academic study beyond BA/BS.
4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
5. Advanced written and oral communication skills and teaming ability.
6. Strong analytical and sales skills

Preferred Qualifications:

1. Advanced Life Sciences Degree and/ or has a developed a deep understanding of the biotech industry

2. 2+ years of related work experience in biotech equity research, or investment banking
3. High level of proficiency in financial modeling

4. Strong interest in the stock market, and in conducting the necessary research to develop/ support investment ideas

5. Must be able to multi-task, have a strong attention to detail, and work well in a collaborative environment.

- The annual base salary for this position in New York is $185,000

Regular or Temporary:

English (Required)