Janney Montgomery Scott LLC, Boston, Massachusetts, United States of America
Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America
Janney Montgomery Scott LLC, Atlanta, Georgia, United States of America
Job Description
Posted Friday, December 1, 2023 at 5:00 AM
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Equity Research Analyst, Mortgage REITs will conduct fundamental analysis on a select group of companies in the Mortgage REITs sector. This individual will develop and publish written investment recommendations for companies within the sector based on comprehensive industry and company research through various sources of information, including review of public documents, annual reports, trade journals, networking with industry contacts as well as interviews with senior management. This is a highly visible, client-facing role supporting a growing vertical within the firm. Responsibilities include financial modeling, writing industry & company reports, talking with industry contacts/company management, communicating investment ideas to institutional and retail clients, salespeople and traders, and chaperoned interaction with investment banking professionals.
Responsibilities:
- Develop and maintain relationships with select company management in the Mortgage REITs sector
- Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting and finance
- Research and write reports while responding to requests for data, information and calls from internal and external clients
- Keep abreast of industry-related news flow
- Regular interaction with internal sales force, institutional clients, retail clients, and company management teams
What you have:
- Bachelor’s Degree
- Series 7 and 63
- 3-5 years as a publishing analyst within the Mortgage REITs Sector
- Direct experience with financial modeling and valuation
- Strong analytical, forecasting and financial modeling skills will be necessary
- Strong grasp of valuation concepts and income / valuation modeling specific to the energy sector/renewables space
- Well versed communications skills—written and oral. Ability to draft in-depth research reports as well as shorter maintenance notes.
- Advanced knowledge of Excel, Word, PowerPoint, Blue Matrix, and Bloomberg.
- Must have intellectual curiosity and a passion for equity research, existing management relationships a plus.
- MBA, CPA and/or CFA certifications are a plus
- Strong understanding of accounting concepts required.
This role is Hybrid.
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.
Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.
Pay Type: Salary
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