Equity Research Analyst

Company Name:
Career Development Partners
The Equity Research Analyst will be responsible for ongoing due diligence on current portfolio holdings and sourcing new investment ideas. Excellent opportunity for someone looking to get into wealth management and attain their CFA.
The successful candidate will start as a generalist analyst covering multiple companies in multiple economic sectors. Over time, the analyst will take sole responsibility for one or more economic sectors. Great opportunity for growth within a strong and reputable organization.

Key Responsibilities
Collect, organize and analyze economic, industry and company data
Create and update financial models
Prepare company and industry research reports
Recommend investments for two in-house managed large/mid-cap core equity strategies: Equity Income and Strategic Growth
Strong academic background including a four-year undergraduate degree in finance, accounting, economics, actuarial science or related field
Commitment to attain the Chartered Financial Analyst (CFA) charter
Strong communication and computer skills
Strong work ethic and integrity
The ability to self-start and work independently while also partnering with teammates to achieve lofty objectives
Strong affinity for Upstate NY
The ability to multi-task

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