Research Analyst Jobs in USA with Visa Sponsorship

INTRODUCTION

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

SUMMARY OF THE POSITION

The Research Analyst is a member of Investment Research’s Select Equity team, which manages four domestic equity strategies including Large Cap Core, Large Cap Growth, Small/Mid Cap, and Equity Income. The team manages over $2 billion in assets under management. The Research Analyst’s primary role is to support the Select Equity team’s Portfolio Manager and Senior Research Analyst in stock selection. Upon successful demonstration of supporting senior team members, the analyst will own coverage of existing stocks and sectors, keeping up-to-date on market moving developments. Further growth areas include recommending buy and sell recommendations to the Portfolio Manager.

Responsibilities

• Collecting, organizing, and presenting data related to existing and potential investments.
• Updating performance reports including fundamental and technical analysis of existing portfolio names and prospects.
• Preparing PowerPoint presentations for advisor and client education, including thematic performance attribution.
• Monitoring market movements and developments of covered stocks and sectors.
• Communicating to the Portfolio Manager key takeaways from meetings with company management teams and subject matter experts.

REQUIRED SKILLS/EXPERIENCE

• Bachelor’s degree in Finance or Accounting
• High competence in Microsoft Excel, as well as competence with Microsoft Word and PowerPoint. Must have experience with pivot tables and v-lookups.
• Strong computer and interpersonal skills are a must.
• Clear communication skills.
• Must work well in a small, entrepreneurial, and collegial environment and with minimal supervision.
• Analytical aptitude, attention to detail and genuine interest in the efficient collection and organization of data will help ensure success.
• Interest in investments and willing to deep dive into various sectors and industries.

COMPETENCIES

• Ability to identify & prioritize critical tasks in order to meet multiple deadlines.
• Strong presentation skills along with the ability to concisely articulate complex financial concepts in verbal and written form.
• Works well within fast paced team environment.
• Strong written and verbal communication skills.
• Detail oriented & organized.