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Waggoner Financial
Equity Research AnalystWaggoner Financial • Lansing, MI, US
Equity Research Analyst

Equity Research Analyst

Waggoner Financial • Lansing, MI, US
2 days ago
Job type
  • Full-time
  • Quick Apply
Job description
  • Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios.
  • Build and maintain financial models, including valuation and earnings analysis.
  • Monitor market developments, economic data, and sector trends relevant to portfolio positioning.
  • Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings.
  • Prepare research summaries and materials for the investment committee.
  • Track and report portfolio performance and benchmarking.

Requirements

  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • 1-3 years of experience in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.
  • Progress toward or willingness to pursue the CFA® program.
  • Advanced proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) preferred.
  • Strong analytical and quantitative skills.
  • Preferred (Not Required)
    • CFA® charter or active progress toward it.
    • Prior experience in an RIA, asset management, or investment research setting.

Benefits

  • Comprehensive health, dental, life, and short and long term disability insurance.
  • 401(k) with company match.
  • Generous paid time off.
  • Full support for CFA® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
  • Direct mentorship from senior investment professionals, with exposure to live portfolio decisions.
  • Competitive base salary plus performance based incentive compensation.
  • A small, collaborative firm environment with direct access to leadership and a real seat at the table.
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Equity Research Analyst • Lansing, MI, US

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