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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing research product distribution while ensuring compliance with global regulatory standards. Strong proficiency in Microsoft Office tools and excellent communication skills facilitate effective collaboration and project management.
Highest-signal resume keywords
FINRA Series 16 LicenseMicrosoft Word ProficiencyMicrosoft Excel ProficiencyMicrosoft PowerPoint ProficiencyStrong Organizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Excellent Communication SkillsAttention to DetailAbility to Manage Multiple ProjectsFlexibility to Work Extended Hours
Tools & Technologies
Blue Matrix
Certifications & Qualifications
FINRA Series 16 License
Industry Keywords
Equity AnalystEquity Supervisory AnalystGlobal Regulatory ComplianceResearch ManagementOperational Responsibilities
About the role
Key responsibilities & impact- Support the Global Research department in distribution of research product
- Cover North American evening hours, Sunday through Thursday, 2:00 PM–11:00 PM ET (11:00 AM–8:00 PM PT)
- Review equity, commodity, and other research materials for global regulatory compliance
- Ensure all content meets the firm's established guidelines
- Coordinate with global staff on formatting, production, and distribution of research products
- Partner with Research Management and Legal to provide guidance on daily operational issues
- Interact regularly with the collaborative team and participate in weekly conference calls
- Work independently and manage daily operational responsibilities
Requirements
What you’ll need- Excellent communication skills with ability to manage multiple projects and tight deadlines
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Strong organizational skills and attention to detail
- Flexibility to work extended or varied hours during earnings season
- FINRA Series 16 license
- Previous experience as an equity analyst (nice to have)
- Prior experience as an equity Supervisory Analyst (SA) (nice to have)
- Familiarity with Blue Matrix (nice to have)
Benefits
Comp & perks- 401(k) program with company-matching contributions
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Paid time off
- Coaching and management development opportunities
- Dynamic, collaborative, progressive, and high-performing team
- Challenging work opportunities
- Opportunities to build close relationships with clients
- Discretionary variable compensation program