Equity Research VP (Energy & Power - midstream)

Company: Truist Financial Corporation
Location: New York
Posted on: May 7, 2025

Job Description:

Please review the following job description:Publish proprietary equity research in industries aligned to the firm's Banking sectors, showcasing the firm's expertise in the sector.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing are the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change over time.

• Creating and publishing proprietary equity research content in designated industries with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
• Conducting due diligence and providing industry expertise for capital markets equity transactions, including initiating C-suite corporate access resources for institutional clients.
• Initiating C-suite corporate access resources such as non-deal roadshows, conferences, field trips, bus tours, and conference calls.
• Conducting independent industry assessments and company-specific research reports.
• Engaging with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, etc.).Level-specific duties:
• Collaborating with senior analysts and supervisory analysts during research production and publication processes.
• Conducting research at macro, industry, and company levels.
• Building models including market share, revenue, EPS, and cash flow forecasts.
• Performing financial and valuation analyses.
• Formulating investment ideas and drafting research commentary.
• Working with Capital Markets, sales, and trading teams to leverage research products for institutional clients, depending on experience.
• Maintaining active dialogue with covered companies, depending on experience and needs.Required Qualifications:

• BA/BS degree.
• Licenses: SIE, Series 7 (or Top Off), Series 63, Series 87, and either Series 86 or a CFA II waiver.
• Minimum of 5 years of related work experience or academic study beyond BA/BS.
• Mastery of financial and accounting concepts for financial modeling.
• Excellent written and oral communication skills and team ability.
• Strong analytical and sales skills.Preferred Qualifications:
  • Advanced Degree and/or CFA designation.
  • 6+ years of related work experience.
  • Experience in mentoring and coaching.The annual base salary for this position in New York is $250,000.Benefits:Eligible employees working 20+ hours/week are entitled to benefits including medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Additional benefits like vacation days, sick leave, holidays, pension plans, stock units, and deferred compensation may also be available depending on the division and position. More details are available on the company's Benefits site.Equal Opportunity Statement: Truist is an Equal Opportunity Employer and a Drug-Free Workplace. We do not discriminate based on race, gender, age, religion, disability, veteran status, or other protected classes. - -
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Keywords: Truist Financial Corporation, Paterson , Equity Research VP (Energy & Power - midstream), Accounting, Auditing , New York, New Jersey