Financial Research Director
1 week ago
**About Fretron**
We are a leading financial services company seeking an experienced Equity Research Manager to lead our equity research team.
The ideal candidate will have strong leadership skills, a deep understanding of financial markets, and a proven track record in equity analysis.
This role involves managing a team of analysts, developing investment strategies, and providing critical insights to guide the firm's investment decisions.
Key Responsibilities:
- Team Management:
- Lead and mentor a team of equity research analysts, fostering a collaborative and high-performance environment.
- Provide guidance on research methodologies, financial modeling, and investment analysis.
- Manage the workflow and ensure timely delivery of quality research reports and analysis.
- Equity Research & Analysis:
- Oversight of individual stocks, sectors, and macroeconomic trends to provide actionable investment insights.
- Preparation of detailed financial models and forecasts to support buy, sell, or hold recommendations.
- Conduct thorough fundamental analysis, including reviewing company financials, management, industry trends, and competitive landscapes.
- Investment Strategy Development:
- Contribution to the development of equity investment strategies and portfolio recommendations.
- Close collaboration with portfolio managers and investment teams to align research with broader investment objectives.
- Client & Stakeholder Interaction:
- Presentation of research findings and investment recommendations to senior management, investment committees, and clients.
- Establishment and maintenance of relationships with institutional investors, clients, and sell-side analysts.
- Market & Industry Trends:
- Staying current on developments in financial markets, economic policy, and industry trends to ensure research remains relevant.
- Reporting & Documentation:
- Ensuring that all research reports are comprehensive, clear, and accurately document the rationale behind investment decisions.
Requirements:
- A Bachelor's degree in Finance, Economics, Accounting, or a related field.
- A Master's degree (MBA, MS in Finance) or CFA designation is preferred.
- 4+ years of equity research experience, including a minimum of 3 years in a managerial role.
- Strong experience in financial modeling, valuation, and analysis.
- Deep understanding of financial statements, industry-specific metrics, and economic indicators.
- Proven ability to manage, motivate, and lead a team of analysts.
$120,000 - $150,000 per year, depending on qualifications and experience.
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