Mid Level Equity Research Associate Jobs
Mid level equity research associate jobs go to analysts ready to own coverage independently, mentor junior teammates, and drive sector calls with minimal oversight. Hiring runs 38% remote or hybrid across Investment & Asset Management, Banking & Financial Services, and Consulting & Professional Services, with employers like YipitData, Truist, and Jefferies competing for associates at this level now.
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Showing 5 of 9+ Mid Level Equity Research Associate 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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Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Consulting & Professional Services
- Technology & Software
- Fintech
Mid Level Equity Research Associate Jobs: Frequently Asked Questions
How do I get a mid level equity research associate job?
Position your existing experience around independent deliverables: sector models you built, earnings notes you authored, and investment theses you defended without heavy direction. Tailor your resume to show progression from supporting research to leading it. Highlight proficiency with financial modeling, valuation frameworks, and Bloomberg or FactSet, and be ready to discuss a specific coverage call you owned from data gathering through published recommendation.
Which companies hire mid level equity research associates?
Companies hiring mid level equity research associates right now include YipitData, Truist, and Jefferies, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers sell-side investment banks, buy-side asset managers, and independent research boutiques that need analysts who can run a coverage universe with limited oversight.
Are there remote mid level equity research associate jobs?
Yes, though most firms still prefer on-site or hybrid arrangements given the collaborative nature of research teams. About 38% of mid level equity research associate openings are remote or hybrid as of November 2026, concentrated largely at independent research firms and certain asset managers with distributed teams rather than at traditional sell-side banks.
How do I move up to a mid level equity research associate role?
Moving into a mid level equity research associate role requires demonstrating ownership beyond task execution. Build depth in a specific sector, progressively take charge of model updates and earnings previews, and generate original investment ideas that make it into published work. Consistent accuracy in your analysis, strong relationships with senior analysts, and measurable contributions to calls the team publishes are the clearest signals that you are ready to operate more independently.
Which industries hire the most mid level equity research associates?
Mid Level equity research associate 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 drive hiring because they require sustained, deep coverage of publicly traded companies with complex financials, creating ongoing demand for experienced associates who can manage a coverage universe and contribute to rated recommendations.