Summary of the Job:In this role, you will lead research coverage on a specific industry sector, delivering insightful investment research to institutional clients. You will be responsible for building valuation models, authoring reports, and providing actionable recommendations to the firm's clients. By fostering deep relationships with corporate management teams and buy-side investors, you will play a role in elevating the firm's research platform and the overall equities business.
About This Role:- Coverage: Develop and direct the research for a universe of 15-20+ public companies, analyzing earnings reports, industry trends, and SEC filings.
- Modeling & Valuation: Build and maintain in-depth and comprehensive financial models and industry databases to use for establishing ratings and price targets.
- Report Generation: Write regular research notes, deep-dive industry primers, and formal initiations of coverage to distribute to internal sales and institutional clients.
- Client Communication: Recommend ideas to institutional investors and the firm's internal sales team.
- Corporate Access: Develop and maintain strong relationships with C-suite executives and Investor Relations teams at covered companies.
The Ideal Candidate for This Role:- Strong accounting, finance and business communication skills
- High level of proficiency in Excel and other Office products
- Ability to perform multiple tasks independently and working within a team
- Strong organizational skills, attention to detail, and the ability to meet deadlines in a fast-paced environment
Minimum Qualifications:Required: - Experience in sell-side or buy-side equity research. FINRA SIE, 7, 63, 86, and 87 licenses. B.A. preferably in Accounting, Economics or Finance.
Desired: Candidates with Technology, Consumer, Industrials and Special Situations are preferred but we are open to review additional sectors.Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: https://www.fnbo.com/careers/benefits/.
To obtain compensation and benefit information related to this specific role, e-mail First National at [redacted]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Registration Requirement:This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Application Deadline:All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
