Job Description:
As an Equity Strategist, the candidate will assist the team with applying a model-driven rigor to market analyses and be able to write in a clear and compelling manner about key investment outlooks. Key objectives are:
- Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning, flows and technical indicators in order to help determine size, style and sector views.
- Assist in writing regular periodic and ad hoc reports on topical trends and investable themes.
- Market the team’s views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform) and the media.
- Service clients’ bespoke project needs with varying degrees of complexity in a timely manner.
- Seek out new, value-added, and/or unusual sources of information.
- Develop and maintain databases, indicators, and financial models integral to our research product.
- Produce collaborative reports across asset classes and with fundamental analysts.
- Help produce a regular email compilation for clients based on curation/summarization of key relevant small/mid cap research.
Requirements:
- Bachelor’s degree or equivalent years of experience
- 1-3years of industry experience or experience in a related field desired
- Excellent writing and communication skills.
- Strong analytical background (former experience in equity research, investment banking, accounting, or similar role a plus).CFA candidacy a plus.
- Strong proficiency in Microsoft Excel, Word and PowerPoint.
- Experience using Bloomberg and FactSet; experience with other market data applications a plus.
- Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.)
- Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision.
- Strong attention to detail, ability to work under pressure.
- Team player; ability and desire to collaborate
- Passion for financial markets
1st shift (United States of America)