US Equity Research Analyst, Officer

Responsibilities

• Support senior analysts in evaluating equity investments within the US Equity Technology sector through fundamental research
• Construct, maintain, and update financial models and forecasts to support investment recommendations
• Conduct industry research and provide company-specific analysis to support actionable investment decisions
• Collaborate with sector analysts, regional teams, and portfolio managers to provide industry insights
• Assist in communicating research and investment ideas to Portfolio Managers
• Participate in interactions with company management teams and review industry publications and sell-side research

Requirements

• Bachelor's Degree, preferably in a business-related discipline
• 2+ years of professional experience, with at least 1 year in investment management or financial services
• Proficiency with Bloomberg and advanced Excel skills for financial modeling
• Experience using AI-enabled productivity tools, specifically Microsoft Copilot
• Prior exposure to equity research or investment analysis, ideally within the Technology sector

Preferred Qualifications

• Progress toward CFA, MBA, or CPA designation
• Strong knowledge of financial statement analysis and accounting principles
• Demonstrated interest in equity investing and global financial markets

Benefits

• Comprehensive retirement savings plan (401K) with company match
• Medical, dental, vision, and long-term disability insurance
• Paid time off including vacation, sick leave, and family care responsibilities
• Incentive compensation eligibility for annual performance-based awards
• Access to Employee Assistance Programs and various tax-advantaged savings plans

About the Company

State Street is a global leader in helping institutional investors manage risk, respond to challenges, and drive performance. We are committed to fostering an inclusive environment where employees are empowered to reach their full potential through professional development and vibrant employee networks.