Job Description
Join a collaborative investment team where your research will directly influence portfolio decisions and advisor outcomes. As an Energy & Materials Equity Analyst, you will conduct fundamental research across industries such as oil and gas, energy services, chemicals, metals and mining, packaging, and construction materials, including financial modeling, earnings analysis, valuation, and assessment of commodity markets, industry fundamentals, and competitive trends. You will deliver actionable investment recommendations, support portfolio construction, and help strengthen the firm's growing separately managed account platform. This role offers the opportunity to combine analytical insight, sound investment judgment, and cross-functional collaboration while developing deep expertise across the energy and materials sectors and the broader investment organization.
How you'll spend your time...
• Conduct in-depth fundamental research on assigned sectors, industries, and companies, including financial analysis, valuation, earnings assessment, competitive positioning, and investment thesis development.
• Build and maintain financial models, forecasts, price targets, risk assessments, and investment recommendations that support portfolio construction and security selection decisions.
• Partner with portfolio managers and investment leadership to provide timely insights on portfolio holdings, candidate investments, benchmark performance, and recommended portfolio changes.
• Develop high-quality research reports, earnings updates, sector commentary, thematic publications, and presentations for internal stakeholders and advisors.
• Support advisor engagement activities, educational events, webinars, and due diligence discussions by translating complex analysis into clear and actionable investment perspectives.
• Maintain strong documentation, governance, and compliance practices across all research activities and investment recommendations.
To be successful in this role you will have...
• 7+ years of experience in equity research in the energy and materials sectors, investment analysis, asset management, or a related investment function, with demonstrated expertise in fundamental company and sector analysis.
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; Master of Business Administration, Chartered Financial Analyst designation, or advanced degree preferred.
• Applicable securities licenses or registrations, or the ability to obtain required licensing within an established timeframe.
• Strong financial modeling, valuation, scenario analysis, and investment recommendation capabilities, including the development of buy, hold, and sell theses.
• Experience within buy-side, sell-side, registered investment advisor, separately managed account, or institutional investment environments is preferred.
• Excellent communication, collaboration, and influencing skills, with the ability to present complex investment views to portfolio managers, advisors, and senior stakeholders.
U.S. Work Authorization & Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders, clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $158,000 - $237,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
FPPS Wealth Management Solutions
