Equity Analyst

Role overview

This position is for an Equity Analyst based in Philadelphia, PA. The role supports a research function by gathering and interpreting data, preparing analytics, and helping assess market or economic developments relevant to the organization.

What you will do

• Operate within established research processes to help produce defined outputs for a specific area of the economic research agenda.
• Collect and review information from primary data sources and business intelligence tools to analyze important themes and trends.
• Compile, coordinate, and finalize a variety of data and analytics reports.
• Track outside developments and new issues, then evaluate how they may affect the business or add value to it.

Core strengths expected

• Ability to create research specifications and supporting materials with a high level of proficiency, usually with little or no supervision.
• Strong analytical ability to identify patterns in collected data and turn them into useful reporting for decision-making.
• Capability to synthesize information from multiple sources and use it to form sound conclusions and recommendations.
• Practical knowledge of research methods, tools, processes, and software used to carry out research work effectively.

Education

A bachelor’s degree in Accounting, Business Administration, or Economics is required.

Work setup

This role follows a hybrid workstyle.

Compensation and benefits

The posting notes that total compensation may include base pay plus additional elements such as cash or equity incentives, discretionary bonuses, or commissions. The benefits package may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off including vacation, holidays, and sick leave; and parental leave. Benefit eligibility and specific offerings can vary depending on the role and employment status.

Culture and values

The company emphasizes five guiding behaviors: Develop, Collaborate, Decide, Deliver, and Improve. These support its client-first approach and long-term, conservative view. Associates are expected to grow professionally, work well with others, make timely and practical decisions with the client in mind, take responsibility for results, and contribute to ongoing improvement across the firm.

Equal opportunity

The employer states that it values individuality and seeks to create an environment where people can bring their authentic selves to work. Employment decisions are made based on merit and business needs.