דרושים Senior Associate Equity Research- Biotech ב-Truist ב-United States, New York

Regular or Temporary:

English (Required)

1st shift (United States of America)

:
(NYSE: TFC), one of the nation's largest banking organizations.Founded more than 100 years ago, we offer large-firm capabilities in a boutique culture and value our vibrant workplace that reflects the diversity of the many communities we serve. We pride ourselves on the career development of our teammates. You’ll work alongside senior-level management on real deals right from the start. We encourage and reward you to take an active role in helping our clients achieve their goals.

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As an integral member of the team, Associates play a meaningful role in new business development, due diligence, and transaction execution. Associates work with senior professionals to identify and evaluate opportunities and then meet with and present to prospective clients. Associates must demonstrate a mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions. Associates are also charged with drafting internal and external documents and marketing materials utilized in transactions. Associates often take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals on a daily basis. As a result, strong organizational, communication and leadership skills are necessary to be effective in the position.

Candidates who receive a general Investment Banking Associate offer could be placed within Industrials & Services.

The starting salary for this position is $175,000

:

Associates for these openings will be placed in New York.

:

• MBA from a leading program with a scheduled graduation ofDecember 2025 or May/June 2026
• Minimum of 3-4 years work experience required
• Ability to understand complex financial products and desire for significant transaction execution responsibility
• Proven analytical ability and attention to detail
• Solid leadership and interpersonal skills
• Superior written and oral communication skills
• Ability to work in a fast-paced, team-oriented environment

:

• Concentration in Finance
• Previous background in financial services and/or experience as an Analyst

Regular or Temporary:

English (Required)

1st shift (United States of America)Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.

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)

1st shift (United States of America)
Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.QUALIFICATIONS
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. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures

Regular or Temporary:

English (Required)

1st shift (United States of America)

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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution
2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis
3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB

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. Minimum of 4 years of related work experience
3. Strong knowledge of investment banking, market, industry sector, and/or financial products
4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
5. Strong organizational and leadership skills
6. Advanced skills in written and oral communications, and interpersonal relationship management
7. Solid analytical and sales skills

Preferred Qualifications

1. MBA degree, with a Finance focus
2. 6+ years of related work related experience

- The annual base salary for this position in New York is $175,000

Regular or Temporary:

English (Required)

1st shift (United States of America)

:
(NYSE: TFC), one of the nation's largest banking organizations.Founded more than 100 years ago, we offer large-firm capabilities in a boutique culture and value our vibrant workplace that reflects the diversity of the many communities we serve. We pride ourselves on the career development of our teammates. You’ll work alongside senior-level management on real deals right from the start. We encourage and reward you to take an active role in helping our clients achieve their goals.

:

As an integral member of the team, Associates play a meaningful role in new business development, due diligence, and transaction execution. Associates work with senior professionals to identify and evaluate opportunities and then meet with and present to prospective clients. Associates must demonstrate a mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions. Associates are also charged with drafting internal and external documents and marketing materials utilized in transactions. Associates often take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals on a daily basis. As a result, strong organizational, communication and leadership skills are necessary to be effective in the position.

Candidates who receive a general Investment Banking Associate offer could be placed within Financial Institutions.

The starting salary for this position is $175,000

:

Associates for these openings will be placed in New York.

:

• MBA from a leading program with a scheduled graduation ofDecember 2025 or May/June 2026
• Minimum of 3-4 years work experience required
• Ability to understand complex financial products and desire for significant transaction execution responsibility
• Proven analytical ability and attention to detail
• Solid leadership and interpersonal skills
• Superior written and oral communication skills
• Ability to work in a fast-paced, team-oriented environment

:

• Concentration in Finance
• Previous background in financial services and/or experience as an Analyst

Regular or Temporary:

English (Required)

1st shift (United States of America)

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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution
2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis
3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB

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. Minimum of 5 years of related work experience
3. Strong knowledge of investment banking, market, industry sector, and/or financial products
4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
5. Strong organizational and leadership skills
6. Advanced skills in written and oral communications, and interpersonal relationship management
7. Solid analytical and sales skills

Preferred Qualifications

1. MBA degree, with a Finance focus
2. 6+ years of related work related experience

- The annual base salary for this position in New York is $175,000

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

• 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