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Bank Equity Research Consultant

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Bank Equity Research Consultant

Our Client, a Fortune 200 financial services company, is looking for a Bank Equity Consultant to join their team in NYC.

Responsibilities
• Perform equity analysis of domestic (US) mid-size to large cap banks with specific focus on Balance Sheet strategy, Liquidity Risk and Interest Rate Risk Management strategies
• Develop creative insights on asset concentration and associated risk profiles of peer banks, in conjunction with review of sector specific published research and economic reports
• Analyze publicly filed accounting statements and earnings calls, and leverage industry network to understand key drivers of financial risk management in peer banks
• Develop narratives on use of debt securities and financial derivative instruments for Asset Liability Management purposes across peer banking institutions
• Train a group of analysts in research tools, methodologies and analyzing financial statements to enable them to conduct autonomous research
• Create presentations and memos that summarize research insights for Senior Management and other groups within the Company

Qualifications
• A minimum of a bachelor’s degree is required; a Chartered Financial Analyst® or CPA designation and/or a master's degree in business administration is preferred
• At least three to five years of experience in sell- or buy-side equity research or investment banking; experience analyzing banks and/or financial institutions is a must
• Excellent written and spoken communication skills, including an ability to speak comfortably with senior management

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