Description
DIRECTOR EQUITY ANALYST SENIOR
WHAT IS THE OPPORTUNITY?
This position serves as a lead sector analyst within our equity research team, responsible for developing and maintaining comprehensive coverage of assigned industry sectors. The role requires deep fundamental analysis, sophisticated financial modeling, and expert industry knowledge to generate actionable investment insights that drive portfolio performance across $9B in assets under management. The successful candidate will serve as the firm's subject matter expert for their sectors, providing critical research and recommendations to portfolio managers, the Investment Strategy Committee, and client-facing professionals.
WHAT WILL YOU DO?
Fundamental Research & Valuation
* Construct comprehensive valuation models for companies within coverage universe, including multi-year forecasts of revenue, earnings, cash flow, EBITDA, dividends, and other critical financial metrics
* Employ multiple valuation methodologies (DCF, relative multiples, sum-of-parts, etc.) to establish justified target prices and determine fair value ranges
* Develop and maintain proprietary financial models that incorporate sensitivity analysis and scenario testing to account for various economic and industry-specific conditions
* Implement rigorous due diligence processes, including thorough analysis of financial statements, regulatory filings, and corporate disclosures
* Integrate the firm's quantitative tools into fundamental analysis, including Company Quality Scores, Dividend Quality Scores, and proprietary valuation metrics
Industry Expertise & Market Intelligence
* Establish well-founded views on industry trends, competitive dynamics, and structural shifts to better estimate company fundamentals and identify emerging opportunities
* Maintain deep knowledge of sector-specific metrics, KPIs, and performance benchmarks critical to evaluating companies within coverage universe
* Attend industry conferences, trade shows, and investor events to gather firsthand intelligence and expand professional network
* Develop and maintain relationships with company management teams, conducting regular meetings and site visits to gain deeper operational insights
* Extract critical information from earnings calls, investor presentations, and corporate communications to inform investment theses
* Leverage sell-side research selectively while maintaining independent analysis and perspective
* Monitor ESG factors, regulatory developments, technological disruption, and other thematic trends affecting sector dynamics
Investment Recommendations & Communication
* Generate high-conviction investment ideas supported by thorough analysis and clearly articulated investment theses
* Present research findings and investment recommendations to portfolio managers and the Investment Strategy Committee
* Develop comprehensive sector and company reports with detailed financial analysis, qualitative assessment, and specific actionable recommendations
* Provide regular updates on existing holdings, including thesis validation, potential risks, and changing market conditions
* Collaborate with portfolio managers to determine optimal position sizing, entry/exit points, and risk parameters for recommended investments
* Maintain awareness of portfolio context and overarching investment strategy when formulating sector allocations and stock recommendations
Client and Team Engagement
* Serve as a subject matter expert in client meetings, articulating sector views and individual investment theses with clarity and conviction
* Contribute to the firm's thought leadership through writing research publications, market commentaries, and participating in client-facing webinars
* Mentor junior analysts, providing guidance on research methodology, financial modeling, and professional development
* Collaborate with cross-functional teams to ensure research insights are effectively integrated into portfolio management decisions
* Participate in firm-wide initiatives to enhance research capabilities, technological infrastructure, and investment processes
Must-Have*
- Master's Degree Finance, Economics, Business Administration, or related field
- Minimum 10 years of equity research experience with demonstrated sector expertise
- FINRA Series 7 and 63 or 66 licenses
- CFA - Charter Financial Analyst
Skills and Knowledge
- 15+ years of relevant experience in equity research or investment analysis
- Experience across multiple industry sectors and investment styles
- Track record of generating alpha through fundamental research
- Advanced degree or specialized certification in sector-specific discipline (e.g., technology, healthcare, energy)
- Experience with alternative data sources and quantitative analysis techniques
- History of accurate earnings forecasts and price target achievements
Skills and Attributes - Superior critical thinking and independent judgment
- Intellectual curiosity and continuous learning mindset
- Ability to synthesize complex information into clear, actionable insights
- Self-motivated with excellent time management and prioritization abilities
- Comfort with ambiguity and ability to make decisions with incomplete information
- Collaborative team player who can also work autonomously
- Unwavering commitment to fiduciary responsibility and ethical standards
- Resilience and adaptability in rapidly changing market environments
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
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