Equity Research, WM Global Investment Office, Analyst, Wealth Management

Highlight research reports that intertwine with the team's focal points. Regularly present industry and stock pitches as a written note and on a call to the team. Analysis on stock screens, macro data, portfolio performance and other ad-hoc requests. Help write notes to communicate portfolio changes and other team publications. Monitor industry and company-specific news flow. Maintain and update company-specific, industry and portfolio models. Educational Background: Bachelor's in finance economics business or related field. Progress towards CFA viewed favorably. Experience: 0-3 years of experience in financial markets with some experience in research. Experience working in an offshore team is strongly preferred but not required. Technical Skills: Proficiency in Microsoft Excel, Word, and PowerPoint. Familiarity with financial tools such as Bloomberg or FactSet or Thomson Financial or Capital iQ. Strong analytical and quantitative skills Demonstrated written and verbal communication skills Detail oriented Intellectually curious Willingness to work flexible hours to collaborate with NYC based team Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.