Insight Equity Group – Equity Analyst

Job Statement

Sterling Capital Management LLC is a registered investment adviser founded in 1970. Sterling is headquartered in Charlotte, NC with offices in Raleigh, NC, King of Prussia, PA, San Francisco, CA, and Virginia Beach, VA. As of September 30, 2024, Sterling has over $76 Billion in assets under management and assets under advisement overseen by 181 investment and client service professionals. Sterling provides investment management services to a diversified group of clients, including corporate, public, healthcare, private clients, endowment/ foundation, insurance, sub-advisory, and managed investment pools in 40 states and 9 countries worldwide.

The Insight Equity Group within Sterling Capital Management LLC seeks an equity analyst to be based in our King of Prussia, Pennsylvania office. The analyst’s primary responsibilities will be in support of the team’s Small Cap Value, Mid Cap Value, and Real Estate products. A successful candidate would face a broad array of duties and assignments, including, but not limited to: universe screening, analyzing company fundamentals on new investment ideas and current holdings, proposing new investment ideas, maintaining various spreadsheets and databases, authoring commentaries for client communications, supporting product specialist teams and fulfilling other value-added administrative tasks.

Essential Duties and Responsibilities

The following is a summary of essential job functions. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time:

• Construct financial models and analysis on subject companies
• Analyze and understand company fundamentals through various data resources
• Interview company management and industry contacts via virtual and in-person meetings
• Prepare written reports on companies under coverage
• Recommend securities to be included into client portfolios
• Review and provide feedback on other analysts’ and portfolio manager investment recommendations
• Effectively communicate with clients and consultants regarding Sterling’s investment management process
• Maintain and run the team’s quantitative investment screen

Skills/Experience Requirements

• Fundamental bottom-up research and analysis and delivering recommendations (orally and in writing) in an organized, concise, and impactful manner
• Exchanging ideas in a team setting among peers, and defending the investment merits of recommended ideas
• Independent thought, primary research, and fact-based analysis
• Writing experience used to assist team with quarterly commentaries and individual securities write-ups
• Ability to travel as needed to research conferences and/or client meetings
• A desire for a long-term career as a buy-side analyst

Required Qualifications

• The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• 2 years of professional equity analysis experience
• Bachelor’s degree
• Thorough knowledge of equity securities and their attributes, generalist or industry-specific
• High level of technological competence
• Strong communications skills
• Advanced financial modeling capabilities
• Demonstrated proficiency in basic computer applications such as: Microsoft Office Software products, Factset and/or Bloomberg
• Ability to travel, occasionally overnight

Preferred Qualifications

• CFA designation, or progress toward CFA designation
• MBA

Compensation

• Commensurate with experience