Equity Research Analyst
Waggoner Financial · Lansing, MI, US
The role
The role involves conducting fundamental research and analysis on equities, building financial models, and monitoring market trends. It requires a bachelor's degree in finance or related field, with 1-3 years of experience preferred but not required. The position offers support for CFA and licensing, and is based in a small collaborative firm environment.
- Location
- Lansing, MI, US
- Level
- Junior
- Experience
- 1+ yrs
What we know that the posting doesn’t say
- Seen todaystill listed on the employer’s careers page
- Posted 31 days agothe first time we saw it
Experience and education
- 1+ years of relevant experience
Key skills
- equity research
- financial modeling
- valuation analysis
- earnings analysis
- due diligence
- microsoft excel
- bloomberg
- factset
- morningstar
- cfa
Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios. Build and maintain financial models, including valuation and earnings analysis. Monitor market developments, economic data, and sector trends relevant to portfolio positioning. Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings. Prepare research summaries and materials for the investment committee. Track and report…
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Other roles at Waggoner Financial
- Tax and Accounting Spring 2027 InternshipLansing, MI, US
- Equity Research Summer 2027 InternshipLansing, MI, US