Equity Capital Markets Vp Director 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)

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. Role includes but not limited to analysis, technical design, management of best practices, oversight of applications supporting Equities, Fixed Income, Derivatives, Foreign Exchange, Loan Trading and Syndication, Investment Banking, Credit, Risk, and integration tools such as MuleSoft, TIBCO or other event-driven message transmission capabilities or integration products to customize or generate a product.
2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards.
3. Manage robust unit testing associated to user stories completed during the current sprint. Drive the effort to automate unit testing leveraging DevSecOps practices and tools implemented in the software development pipeline.
4. Provide escalated support for highly complex applications in production.
5. Ensures adherence to company standards and industry best practices.
6. Lead moderately complex projects and participates in larger, more complex initiatives.
7. Solve complex technical and operational problems. Act as a resource for teammates with less experience
8. Typically oversee the work of a small team.
9. Provide leadership / direction in the design, development and maintenance of solutions as well as play an active role as part of a platform team through the Product Development lifecycle.
10. Works within feature team framework providing oversight to scrum teams and engineering functions. As a member of this servant based team, will analyze features and facilitate decomposition to user story level using experience, judgment and precedents to solve product challenges requiring software solutions.
11. Work directly and consult with business stakeholders from initiation of the design process, the successful candidate will be responsible for delivering innovative, high quality working software to satisfy the business objective.
12. Leverage continuous engineering practices to effectively deliver business value. Responsible for supporting / overseeing integration and functional testing. Ensure that code is developed in accordance with the acceptance criteria established by the Product Owner.

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.

***This is not a virtual opportunity. This person must work in our Hudson Yards office in New York.

1. Bachelor’s degree in computer science or information systems and ten years of experience as a developer or an equivalent combination of education and work experience
2. Ability to manage multiple competing priorities
3. Ability to solve problems in straightforward situations by analyzing possible solutions using experience, judgment, innovative thinking and precedents
4. Experience participating in Capital Markets initiatives with a focus on IT Delivery
5. Ability to communicate complex information in a logical and straightforward manner
6. Demonstrable experience working in an Agile delivery methodology
7. Capital Markets domain expertise – specific knowledge of the sales and trading lifecycle, relevant products being supported and a general understanding of the regulatory requirements
8. Ability to lead complex projects, ability to break the work down into manageable and easily understood scope
9. Sophisticated analytical skills and the ability to solve complex technical and business problems
10. Knowledge of three or more of the following: Data Analysis/Mining (R, Python), Business Intelligence (Qlikview, Tableau, MSPowerBI), Distributed (e.g. J2EE, .Net, Middleware, MuleSoft/TIBCO, WebServices, javascript), Database platforms such as SQL Server, Oracle, SnowFlake, PostgreSQL, Hadoop
11. Significant experience leading efforts leveraging automated development and operations (DevSecOps) leveraging an automated Software Development Lifecycle (Dev, Build, Test, Release) leveraging public cloud provider (AWS, Azure, Google, Oracle)
12. Experience supporting Capital Markets Regulatory Environment – (SEC, FINRA, CFTC, NFA, FED)
13. Experience supporting / integrating quant libraries
14. Experience with machine learning / AI principals
15. Ability to influence others at senior levels to adopt a new perspective.

16. Must be willing to work in our Hudson Yards office in New York.

Preferred Qualifications:

1. Master’s degree or MBA, CFA and ten years of experience or an equivalent combination of education and work experience
2. Banking or financial services experience
3. SaFE Agile certification or commensurate designation

The annual base salary for this position is124,560.00 - 175,000 USD Annual