Role Summary / Purpose
This position is in the Equity Research department assisting with coverage across sectors for the US markets, with an initial focus on Technology. Experience supporting equity research is preferred, while demonstrating strong working knowledge of the broader US large cap investment universe. The ability to partner with existing Portfolio Managers (PM’s) and senior analysts will be important, as you will contribute to security selection and sector insights across multiple portfolio mandates.
Essential Responsibilities
Based on fundamental research, support senior analysts in the evaluation of equity investments within the US Equity Technology sector.
Conduct research through collaboration with other sector analysts, regional teams, and portfolio managers.
Provide industry insight and company-specific analysis that supports actionable investment decisions and performance outcomes.
Assist senior analysts in maintaining research coverage and supporting investment ideas communicated to PMs.
Construct, maintain, and update financial models and forecasts to support analysis and investment recommendations, under guidance.
Help communicate and present research, investment ideas, and updates to Portfolio Managers, primarily in a supporting capacity.
Participate alongside senior analysts in frequent interaction with company management teams and industry sources, including company publications and sell-side research, to support insights and conclusions.
Support participation in client, prospect, and consultant reviews related to investment and research processes, as needed.
Qualifications / Requirements – Basic Requirements
Bachelor’s Degree, preferably in a business-related discipline.
Approximately 2 years of total professional experience, with at least 1 year of experience in an investment management organization or financial services environment.
Prior exposure to equity research or investment analysis, preferably within Technology; direct exposure to the sector in a non-research capacity may be considered.
Experience using Bloomberg.
Strong Excel skills with the ability to maintain and update financial models.
Experience using AI-enabled productivity tools, particularly Microsoft Copilot, to support research, analysis, and workflow efficiency.
Essential Requirements
To apply, please submit your CV online and complete the application process by visiting http://www.statestreet.com/about/careers/job-opportunities.html, click on the United States region, and search on job code XXXXXX.
You will need to pass a pre-employment screening, including but not limited to drug testing, reference verification, and background check.
You will submit to a background investigation as part of the selection process.
Willingness to travel on a limited basis as required to support investor meetings or conferences.
Desired Characteristics
Demonstrated interest in equity investing and financial markets.
Developing knowledge of financial statement analysis and accounting, including income statement, balance sheet, and cash flow analysis.
Strong research skills incorporating both qualitative and quantitative analysis.
Strong critical-thinking and analytical skills; results-oriented with an ability to problem-solve.
Ability to gather information from a variety of sources to support decision-making under uncertainty.
Strong communication skills, verbal and written, with the ability to clearly communicate research insights.
Initiative to work independently while taking direction from senior team members in a dynamic environment.
Team player able to work collaboratively with Portfolio Managers, analysts, and cross-functional partners.
Ability to work effectively with multi-cultural team members.
Highly organized with strong attention to detail.
Ability to work in an environment where priorities may change.
Demonstrated personal and professional integrity.
Progress toward CFA, MBA, or CPA is a plus.
Salary Range:
$80,000 - $132,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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