Mid Level Equity Research Analyst Jobs
Mid level equity research analyst jobs go to analysts ready to own coverage of assigned sectors, build proprietary financial models independently, and deliver investment recommendations with limited senior oversight. Openings are split across on-site, hybrid, and remote settings in Investment & Asset Management, Banking & Financial Services, and Consulting & Professional Services, with employers like YipitData, Truist, and Jefferies hiring at this level now.
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Showing 5 of 9+ Mid Level Equity Research Analyst jobs
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
-
Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
-
Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
-
Conduct independent industry assessments and company-specific research reports.
-
Involvement with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
-
Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
-
Conducts research at several levels: macro, industry and individual companies
-
Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
-
Conducts financial and valuation analyses.
-
Formulates investment ideas.
-
Writes draft research commentary.
-
Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
-
Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
-
May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
BA/BS degree
-
Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
-
Minimum of 4 years of related work experience
-
Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
-
Advanced written and oral communication skills and teaming ability.
-
Strong analytical and sales skills
-
Proven ability to work well in a fast-paced, team-oriented environment
Preferred Qualifications:
-
Working towards CFA Designation.
-
4+ years of related work related experience
COMPENSATION
- The annual base salary for this position in New York is $160,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
-
Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
-
Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
-
Conduct independent industry assessments and company-specific research reports.
-
Involvement with corporate client relationships at the highest C-Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
-
Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
-
Conducts research at several levels: macro, industry and individual companies
-
Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
-
Conducts financial and valuation analyses.
-
Formulates investment ideas.
-
Writes draft research commentary.
-
Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
-
Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
-
May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
BA/BS degree
-
Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
-
Minimum of 4 years of related work experience
-
Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
-
Advanced written and oral communication skills and teaming ability.
-
Strong analytical and sales skills
-
Proven ability to work well in a fast-paced, team-oriented environment
Preferred Qualifications:
-
Working towards CFA Designation.
-
4+ years of related work related experience
COMPENSATION
- The annual base salary for this position in New York is $160,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
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- Investment & Asset Management
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Mid Level Equity Research Analyst Jobs: Frequently Asked Questions
How do I get a mid level equity research analyst job?
Position your existing experience around independent output: sector models you built without close supervision, initiations or updates you authored, and estimates you defended to portfolio managers. Applications that lead with concrete deliverables, named coverage universes, and demonstrated forecast accuracy stand out at this level. Tailor your resume to show ownership, not just contribution, on every major project.
Which companies hire mid level equity research analysts?
Companies hiring mid level equity research analysts right now include YipitData, Truist, and Jefferies, based on current listings on Migrate Mate as of November 2026. At this experience level, hiring comes from a wide range of employers, including bulge-bracket banks, independent research boutiques, asset managers, and hedge funds that need analysts who can run a coverage universe with limited direction.
Are there remote mid level equity research analyst jobs?
Yes, though remote availability is more limited than in some other finance roles. About 38% of mid level equity research analyst openings are remote or hybrid as of November 2026, with hybrid schedules being the more common arrangement among major institutional employers. Fully remote roles tend to appear more often at smaller independent research shops and fintech-adjacent platforms.
How do I move up to a mid level equity research analyst role?
Moving into a mid level equity research analyst role typically means deepening your sector expertise over your first few years, taking full ownership of financial models rather than updating inherited ones, and building a record of published work, whether formal research notes or internal investment memos. Analysts who can demonstrate that their estimates or theses generated measurable value for investment decisions are the strongest candidates for mid level recognition.
Which industries hire the most mid level equity research analysts?
Mid Level equity research analyst roles concentrate in Investment & Asset Management, Banking & Financial Services, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors generate the highest volume of publicly traded companies and ongoing capital markets activity, which creates sustained demand for experienced analysts who can maintain coverage and produce differentiated research at a consistent pace.