Waggoner Financial
Equity Research Analyst
Lansing, Michigan · Full-time · Posted Aug 11, 2026
- Experience
- 1-3 years in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.
- Education
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
About the job
Conducts equity and securities research, builds financial models, monitors portfolio holdings and market trends, and prepares materials to support investment decisions.
What you'll do
- Research and analyze securities, including due diligence and ongoing monitoring of holdings.
- Build and maintain financial models, and track portfolio performance and benchmarks.
- Monitor markets and prepare research summaries for the investment committee.
What they ask for
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- Progress toward or willingness to pursue the CFA® program.
- Advanced proficiency in Microsoft Excel.
- Strong analytical and quantitative skills.
Nice to have
- Familiarity with Bloomberg, FactSet, Morningstar, or similar financial data platforms.
- CFA® charter or active progress toward it; prior experience in an RIA, asset management, or investment research setting.
Tools
Microsoft Excel, Bloomberg, FactSet, Morningstar, SIE, Series 7, Series 66
Model-written summary · the original posting is authoritative