Equity Research Associate - Specialty Finance
Company: Truist Bank
Location: New York City
Posted on: April 1, 2026
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Job Description:
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accommodation. Send an email to Accessibility (accommodation
requests only; other inquiries won't receive a response). Regular
or Temporary: Regular Language Fluency: English (Required) Work
Shift: 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. 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. 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 General Description of Available Benefits for Eligible
Employees of Truist Financial Corporation: All regular teammates
(not temporary or contingent workers) working 20 hours or more per
week are eligible for benefits, though eligibility for specific
benefits may be determined by the division of Truist offering the
position. Truist offers medical, dental, vision, life insurance,
disability, accidental death and dismemberment, tax-preferred
savings accounts, and a 401k plan to teammates. Teammates also
receive no less than 10 days of vacation (prorated based on date of
hire and by full-time or part-time status) during their first year
of employment, along with 10 sick days (also prorated), and paid
holidays. For more details on Truist’s generous benefit plans,
please visit our Benefits site . Depending on the position and
division, this job may also be eligible for Truist’s defined
benefit pension plan, restricted stock units, and/or a deferred
compensation plan. As you advance through the hiring process, you
will also learn more about the specific benefits available for any
non-temporary position for which you apply, based on full-time or
part-time status, position, and division of work. Truist is an
Equal Opportunity Employer that does not discriminate on the basis
of race, gender, color, religion, citizenship or national origin,
age, sexual orientation, gender identity, disability, veteran
status, or other classification protected by law. Truist is a Drug
Free Workplace. EEO is the Law E-Verify IER Right to Work
Keywords: Truist Bank, Brick , Equity Research Associate - Specialty Finance, Accounting, Auditing , New York City, New Jersey
