Talent.com
US Equity Analyst, VP I - State Street Investment Management
US Equity Analyst, VP I - State Street Investment ManagementState Street • Stamford, CT, US
[error_messages.no_longer_accepting]
US Equity Analyst, VP I - State Street Investment Management

US Equity Analyst, VP I - State Street Investment Management

State Street • Stamford, CT, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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.

    [job_alerts.create_a_job]

    Equity Analyst • Stamford, CT, US

    [internal_linking.related_jobs]
    Capital Budget Analyst

    Capital Budget Analyst

    City of New York • Floral Park, NY, United States
    [job_card.full_time]
    Work Location : 30-30 Thomson Avenue, LIC, NY 11101.The NYC Department of Design and Construction, Division of Finance and Procurement, seeks a Capital Budget Analyst. The selected candidate will pro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Adjunct faculty- Quant & Analystics

    Adjunct faculty- Quant & Analystics

    New York Institute of Technology • Old Westbury, NY, United States
    [job_card.part_time]
    Adjunct faculty- Quant & Analystics.US-NY-Old Westbury | US-NY-New York.New York Institute of Technology's six schools and colleges offer undergraduate, graduate, and professional degree programs i...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Portfolio Manager

    VP, Portfolio Manager

    Cathay Bank - Headquarters • Queens, NY, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Adjunct Faculty, Cybersecurity Management and Business Analytics (4 positions available)

    Adjunct Faculty, Cybersecurity Management and Business Analytics (4 positions available)

    InsideHigherEd • Hempstead, New York, United States
    [job_card.full_time] +1
    At Hofstra University, intellectual curiosity is not just aspirational – it is central to how we engage on a daily basis. Hofstra faculty work within a diverse scholarly community committed to stude...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior / Manager / Senior Manager / Director Asset Management

    Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst Labs, LLC • Greenwich, CT, United States
    [job_card.full_time]
    About the job Tax Senior / Manager / Senior Manager / Director Asset Management.Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e. Jersey, Guernsey, Isle of Man).We...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • White Plains, New York
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finance Analyst III

    Finance Analyst III

    VirtualVocations • Jamaica, New York, United States
    [job_card.full_time]
    A company is looking for a Finance Analyst III - Provider Network Performance.Key Responsibilities Identify and execute cost savings opportunities in collaboration with market leaders and cross-f...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Investment / Portfolio Analyst - Locust Valley, NY

    Senior Investment / Portfolio Analyst - Locust Valley, NY

    Raymond James Financial Services • Locust Valley, NY, United States
    [job_card.full_time]
    Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Imaging Services

    Director, Imaging Services

    Northwell Health • Mount Kisco, NY, United States
    [job_card.full_time]
    Directs, plans and organizes resources within departments to meet short and long term department goals, maintain patient experience and employee engagement. Prepare and analyze budget and appropriat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Credit Analyst, Private Investments

    Senior Credit Analyst, Private Investments

    Genworth • Stamford, CT, United States
    [job_card.full_time]
    At Genworth, we empower families to navigate the aging journey with confidence.We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet fam...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    US Equity Analyst, VP I - State Street Investment Management

    US Equity Analyst, VP I - State Street Investment Management

    State Street • Stamford, Connecticut, United States
    [job_card.full_time]
    This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.The US Equi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Advisor

    Relationship Advisor

    Hudson Valley Credit Union • Carmel, NY, United States
    [job_card.full_time]
    Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.Primary Function : provide highest level member service through efficient, accurate transaction processing and apply...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Financial Consultant - Mt. Kisco, NY

    VP, Financial Consultant - Mt. Kisco, NY

    Charles Schwab • MOUNT KISCO, NY, United States
    [job_card.full_time]
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab. At Schwab, you’re empowered to make an impac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sr Director Analyst, Risk Strategy for CIOs in Financial Services, Remote-Us, Remote-EMEA

    Sr Director Analyst, Risk Strategy for CIOs in Financial Services, Remote-Us, Remote-EMEA

    Gartner • Stamford, CT, United States
    [filters.remote]
    [job_card.full_time]
    Senior Director, Analyst - Risk Strategy for CIOs in Financial Services, Remote-US, Remote-EMEA.Gartner is looking for a Senior Research Director, Analyst to provide insight to CIOs in the Financia...[show_more]
    [last_updated.last_updated_30] • [promoted]
    State & Local Tax (SALT) Manager

    State & Local Tax (SALT) Manager

    Jobot • Stamford, CT, US
    [job_card.full_time]
    State & Local Tax (SALT) Manager | 7+ Years’ Experience | CPA / EA / JD Required | Remote Flexibility Across U.This Jobot Job is hosted by : Travis Poley. Are you a fit? Easy Apply now by clicking the "A...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    AST Defeasance • Cedarhurst, NY, United States
    [job_card.full_time]
    AST Defeasance is a leading commercial real estate firm.Specializing in several areas of commercial real estate finance, AST is hired on several thousand transactions annually and is the largest fi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    US Equity Analyst, VP I - State Street Investment Management

    US Equity Analyst, VP I - State Street Investment Management

    State Street Corporation • Stamford, CT, United States
    [job_card.full_time]
    The US Equity Analyst will be responsible for covering the.US Markets within the Equity Research Department.The ideal candidate will have experience researching and recommending equities within the...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Analyst Federal Tax Compliance Planning

    Senior Analyst Federal Tax Compliance Planning

    MasterCard • Purchase, NY, United States
    [job_card.temporary]
    Senior Analyst- Federal Tax Compliance & Planning.Senior Analyst, Federal Tax Compliance and Planning.The Federal Tax Compliance and Planning team is responsible for preparing and filing all U.Fede...[show_more]
    [last_updated.last_updated_30] • [promoted]