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US Equity Analyst
statestreet
finance
R-789708
Job Description:
This position is in the Equity Research department assisting with coverage across sectors for the US markets, with an initial focus on Technology. Experience supporting equity research is preferred, while demonstrating strong working knowledge of the broader US large cap investment universe. The ability to partner with existing Portfolio Managers (PMs) and senior analysts will be important, as you will contribute to security selection and sector insights across multiple portfolio mandates.
Daily Responsibilities:
Based on fundamental research, support senior analysts in the evaluation of equity investments within the US Equity Technology sector.
Conduct research through collaboration with other sector analysts, regional teams, and portfolio managers.
Provide industry insight and company-specific analysis that supports actionable investment decisions and performance outcomes.
Assist senior analysts in maintaining research coverage and supporting investment ideas communicated to PMs.
Construct, maintain, and update financial models and forecasts to support analysis and investment recommendations, under guidance.
Help communicate and present research, investment ideas, and updates to Portfolio Managers, primarily in a supporting capacity.
Participate alongside senior analysts in frequent interaction with company management teams and industry sources, including company publications and sell-side research, to support insights and conclusions.
Support participation in client, prospect, and consultant reviews related to investment and research processes, as needed.
Job Requirements:
Bachelors Degree, preferably in a business-related discipline.
Approximately 2+ years of total professional experience, with at least 1 year of experience in an investment management organization or financial services environment.
Prior exposure to equity research or investment analysis, preferably within Technology; direct exposure to the sector in a non-research capacity may be considered.
Experience using Bloomberg.
Strong Excel skills with the ability to maintain and update financial models.
Experience using AI-enabled productivity tools, particularly Microsoft Copilot, to support research, analysis, and workflow efficiency.
Compensation:
$80,000 - $132,500 Annual
Job Location(s):
Stamford, Connecticut
Source:
Company Career Section
Competition:
n/a
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Philip Morris International plans on relocating from New York City to Stamford, Connecticut.
