Research Analyst

*All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


Univest Financial Corp


Research Analyst

US-PA-King of Prussia

Job ID: 6128
Type: Full Time
# of Openings: 1
Category: Girard
Girard

Overview

Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial - a trusted institution with a 148-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.

We are seeking a Research Analyst to contribute to our growing Investment Research and Portfolio Management team. This role will be based in King of Prussia, PA, and offers a challenging and high-visibility opportunity for an emerging investment professional in an organization serving a diverse client base.

Responsibilities

Work closely with the Director of Investment Research and the broader Investment Team to support security selection, monitoring, and strategy or model construction.

Participate in the management of existing frameworks that support the firm's cross-asset class research and strategy, supporting a practical, forward-looking approach.

Practice thought leadership through internal research, white papers, thought pieces, and presentations for internal team members and external client consumption.

Collaborate with senior stakeholders throughout the firm, including Portfolio Management, Relationship Management, and Client Services to establish process and development roadmaps that align with and support the achievement of delivering key business objectives.

Develop expertise to become a subject matter expert who contributes internally in planning and prioritization sessions and externally in interactions with compliance, risk, and regulatory organizations.

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.

Perform additional duties and work on ad-hoc projects as required.

Qualifications

1-3 years of relevant industry experience, either contributing to fundamental research of US equities, investment manager due diligence, and/or asset allocation research

A passion for investing as an intellectual pursuit; outstanding quantitative, analytical, and critical thinking skills.

Excellent interpersonal, presentation, and communication skills.

Capable of confidently proposing well-researched ideas, receptive to engaging in open discussions, and high regard for constructive feedback.

Advanced knowledge of Microsoft Excel (e.g., Analysis ToolPak, Logical Functions, Lookup and Reference Functions, Statistical Functions, Text Functions)

Experience with analytical tools such as FactSet (e.g., Universal Screening, SPAR, Portfolio Analysis, Asset Allocation, Excel Add-In), Bloomberg, and Morningstar.

Bachelor's degree in Finance, Economics, or related quantitative field is required. Preference is given to candidates with a CFA designation, progress towards it, or the interest in its pursuit.

Familiarity with R, Python, or other programming languages is valuable, but not required.

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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Please see job description

PI238920146