Equity Research Analyst

SUMMARY

The position can be based in any of the following offices: Philadelphia, PA, or Baltimore, MD. 1919 Investment Counsel’s Equity Research Analyst will focus on the Financial Services Sector. The Equity Research Analyst is primarily responsible for providing research vital to the long-only equity portfolio management process, through security analysis and stock recommendations. The Equity Research Analyst will concentrate on high-quality, large- to midcap companies, domestic and international. The role involves building and maintaining models, as well as writing company research notes and sector reviews.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Build and maintain financial models and reports including research notes, industry and topical white papers. Focus on all industries within Financial Sector.
• Provide equity research and recommendations to the portfolio management team.
• Concentrate primarily on high-quality, large- to mid-cap domestic and international companies.
• Emphasis is placed on primary research contact with companies and competitors, seeking out those with superior or improving competitive positions, financial results and ESG factors.
• The research process employs disciplined assessments of corporate strategy and execution, valuation, earnings power, profitability trend, cash generation, capital management, governance and other ESG factors , and the competitive landscape.
• Recommendation activity is based on bottom-up, fundamental research, oriented toward high-conviction, long-term decisions for client portfolios.

QUALIFICATIONS:

• EDUCATION
  Minimum Required: Bachelor’s degree in Finance or related field
  Desired: CFA and or MBA preferred
  EXPERIENCE
  Minimum Required: 5-10+ years of direct experience in primary company research and equity recommendation process; strong knowledge of Financial Services Sector, including 5+ years of analytical experience covering the sector.
  LICENSES & CREDENTIALS
  Minimum Required: None Desired: CFA
• Computers, Programs and Design – Proficient in Microsoft Office Suite and Microsoft Outlook. Working knowledge of FactSet database and analytics is helpful.
• Industry Knowledge - Key skills required include financial modeling, industry, product and regulatory environment analysis, evaluation of ESG factors and risks, assessment of management teams, report writing and communicating with portfolio managers in all offices.
• Quantitative Skills - Must possess strong quantitative abilities, strategic perspective, and written/verbal communication skills.
• Teamwork Skills - Collegiality, flexibility, confidence, and proactivity are highly valued.
• Inductive Reasoning – The ability to combine pieces of information to form general rules or conclusions.
• Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Time Management – Managing one’s own time and priorities to ensure the meeting of deadlines.
• Oral and Written Expression – The ability to communicate information and ideas in spoken and written form so that others will easily understand.
• Must be available to work additional hours as needed.

ABOUT 1919 INVESTMENT COUNSEL

1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $19 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to “virtually” meeting you.