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US Equity Analyst, VP I - State Street Investment Management

US Equity Analyst, VP I - State Street Investment Management

State StreetStamford, CT, US
21 days ago
Job type
  • Full-time
Job description

US Equity Analyst

The US Equity Analyst will be responsible for covering Software & IT Services for the US Markets within the Equity Research Department. The ideal candidate will have experience researching and recommending equities within the industry, while demonstrating strong working knowledge of a substantial portion of the investment universe. The US Equity Analyst will partner with existing Portfolio Managers (PM's) and serve as the industry expert for security selection across multiple portfolio mandates.

This position will be located in Stamford, CT.

Essential Responsibilities :

  • Based on fundamental research, formulate and recommend Software & IT equity investments.
  • Conduct research through collaboration with other sector analysts, regional teams, and portfolio managers.
  • Provide industry insight, company specific analysis, and actionable stock recommendations using expertise to positively impact performance.
  • Manage a real "best ideas" sector portfolio of external institutional AUM that also serves as a communication vehicle for ideas and trades to PM's.
  • Construct and maintain financial models and forecasts to support analysis and investment recommendations.
  • Communicate and present your primary research on investment opportunities, ideas, and updates to portfolio managers.
  • Develop and sustain frequent contact with management teams and industry sources utilizing company / industry publications, sell-side analysts, etc to drive your insights, analysis and conclusions.
  • Participate in client / prospect / consultant reviews regarding your investment and research processes and performance.

Qualifications / Requirements :

  • Bachelor's Degree, preferably in a business-related discipline
  • MBA / Masters, CFA, or CPA preferred
  • At least 10 years of experience in an investment management organization preferably in the applicable asset class, or a financial services environment
  • At least 5 years of investment experience, preferably within the assigned sector / region or asset class in either a research or portfolio management capacity
  • Team player who is able to work collaboratively
  • Highly organized, with attention to detail
  • Ability to work in an environment where priorities may change frequently
  • Experience using Bloomberg
  • Advanced Excel and modeling skills
  • Travel related research expected

    • Are you the right candidate? Yes!

    We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfill all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

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    Equity Analyst • Stamford, CT, US