UNKNOWN

FEED

YEAR

Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies. To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/ and https://peaktechnical.com/ca-residents-privacy-rights/.

<h3>#Tech-Pro-Admin-01<br/>
Job Summary</h3><p>Join our dynamic team as part of a balanced investment management firm with over $1 billion in assets under management. Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies.</p><h3>Responsibilities</h3><ul><li>Develop expertise in sectors such as healthcare, technology, utilities, infrastructure, foreign, and value stocks.</li><li>Research and present new equity ideas that align with the firm's investment philosophy.</li><li>Participate in buy, sell, and hold discussions, including price points and recommendations.</li><li>Conduct relative and intrinsic (DCF) analysis using Bloomberg.</li><li>Engage with company representatives and industry experts.</li><li>Provide insights on macroeconomic effects and sector trends impacting various financial instruments.</li><li>Create content for blogs, quarterly newsletters, and other client communications.</li><li>Participate in asset allocation decisions and assist with bond research, particularly in the U.S. municipal market.</li><li>Support the portfolio management process tailored to each client.</li><li>Maintain relationships with client relationship managers and client services.</li></ul><h3>Required Qualifications</h3><ul><li>Bachelor's Degree with a concentration in Finance or Investment.</li><li>2-5 years of equity research experience.</li><li>Experience in personal security trading, equity, and/or bond analysis.</li><li>Ability to analyze business strategy, valuation, and financial statements.</li><li>Experience interacting with investor relations for financial securities.</li><li>Attention to detail, follow-up, and a sense of urgency.</li><li>Professionalism and a commitment to high ethical standards.</li><li>Proficiency with industry-focused information systems and applications.</li><li>Strong interpersonal and communication skills.</li><li>Ability to collaborate with team members and other departments.</li></ul><h3>Preferred Qualifications</h3><ul><li>CFA® Charter Member strongly preferred.</li><li>MBA from a top business school and a path towards a professional designation (CFA®, CFP®) preferred.</li><li>Experience with Bloomberg and other research systems is strongly preferred.</li></ul><h3>Compensation</h3><p>Annualized Salary: $80,000 - $137,917 plus performance-based incentives.</p><p> </p><hr/><p><em><strong>Benefits</strong><br/>
PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan. </em><em>PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws.  </em></p><hr/><p><em><strong>Equal Opportunity Employer (EEO)</strong> <br/>
PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. </em></p><hr/><p><strong>Americans Disabilities Act (ADA) </strong><br/><em>The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, and lifting up to 25 pounds, with or without reasonable accommodation. </em></p><hr/><p><em><strong>Candidate Privacy</strong><br/>
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to <a href="https://peaktechnical.com/privacy-policy/" rel="noreferrer noopener nofollow" target="_blank">https://peaktechnical.com/privacy-policy/</a> and <a href="https://peaktechnical.com/ca-residents-privacy-rights/" rel="noreferrer noopener nofollow" target="_blank">https://peaktechnical.com/ca-residents-privacy-rights/</a>  </em></p><hr/><p><em><strong>AI Recruiting Disclosure</strong> <br/>
We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: <a href="https://www.peaktechnical.com/ai-disclosure" rel="noreferrer noopener nofollow" target="_blank">www.peaktechnical.com/ai-disclosure</a>.</em></p>

PEAK Technical Services Inc.

Equity Research Analyst

Analysis Skills

Artificial Intelligence (AI)

Asset Management

Blog

Business Analysis

Business Skills

Business Strategy

Chartered Financial Analyst (CFA)

Communication Skills

Content Development

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Detail Oriented

Equity Securities

Finance

Financial Analysis

Financial Statements

Flexible Spending Accounts

Healthcare

Industry/Trade Analysis

Interpersonal Skills

Investment Management

Investment Strategy

Investor Relations

Lift/Move 25 Pounds

Newsletter

Philosophy

Sales

Securities

Strategic Analysis

Team Player

Technical Recruiting

Trading/Stockbroking

jobdiva

ADAPTED_NOW

Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/

<h3>#Tech-Pro-Admin-01<br/> Job Summary</h3><p>Join our dynamic team as part of a balanced investment management firm with over $1 billion in assets under management. Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies.</p><h3>Responsibilities</h3><ul><li>Develop expertise in sectors such as healthcare, technology, utilities, infrastructure, foreign, and value stocks.</li><li>Research and present new equity ideas that align with the firm's investment philosophy.</li><li>Participate in buy, sell, and hold discussions, including price points and recommendations.</li><li>Conduct relative and intrinsic (DCF) analysis using Bloomberg.</li><li>Engage with company representatives and industry experts.</li><li>Provide insights on macroeconomic effects and sector trends impacting various financial instruments.</li><li>Create content for blogs, quarterly newsletters, and other client communications.</li><li>Participate in asset allocation decisions and assist with bond research, particularly in the U.S. municipal market.</li><li>Support the portfolio management process tailored to each client.</li><li>Maintain relationships with client relationship managers and client services.</li></ul><h3>Required Qualifications</h3><ul><li>Bachelor's Degree with a concentration in Finance or Investment.</li><li>2-5 years of equity research experience.</li><li>Experience in personal security trading, equity, and/or bond analysis.</li><li>Ability to analyze business strategy, valuation, and financial statements.</li><li>Experience interacting with investor relations for financial securities.</li><li>Attention to detail, follow-up, and a sense of urgency.</li><li>Professionalism and a commitment to high ethical standards.</li><li>Proficiency with industry-focused information systems and applications.</li><li>Strong interpersonal and communication skills.</li><li>Ability to collaborate with team members and other departments.</li></ul><h3>Preferred Qualifications</h3><ul><li>CFA® Charter Member strongly preferred.</li><li>MBA from a top business school and a path towards a professional designation (CFA®, CFP®) preferred.</li><li>Experience with Bloomberg and other research systems is strongly preferred.</li></ul><h3>Compensation</h3><p>Annualized Salary: $80,000 - $137,917 plus performance-based incentives.</p> Benefits PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan.PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws. Equal Opportunity Employer (EEO) PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. Americans Disabilities Act (ADA) The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, andlifting upto 25 pounds, with or without reasonable accommodation. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ AI Recruiting Disclosure We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.

<p>For over 50 years, PEAK has excelled in providing comprehensive staffing and workforce solutions. We go beyond traditional staffing to offer a holistic, on-demand workforce model, addressing every facet of your workforce needs.</p>

PEAK Technical Staffing

Americans with Disabilities Act (ADA)

Direct TMs toward high quality leads and assist TMs in warming leads and closing, working with TMs to open new accounts and reduce churn and highlighting need for New Business Manager to support TMs in opening high potential accounts. Recruit, train and mentor new hires as well as existing TMs, conducting field support/work-with sessions to observe coaching needs and support needs for TM development, and evaluate needs and recommend training as needed.

<p>ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE</p><p>Join Our Community of Food People!</p><p>Lead a group of TMs to achieve Division sales, penetration and churn reduction objectives; research, develop and maintain long and short range sales plans, while coaching and developing TMs in creating effective action planning to achieve AOP and Company goals. Direct TMs toward high quality leads and assist TMs in warming leads and closing, working with TMs to open new accounts and reduce churn and highlighting need for New Business Manager to support TMs in opening high potential accounts. Submit and administer annual street sales operating plan and operating budget, reviewing and approving street sales-related expenses, credits, donations, and contracts, and tracking performance against plan, identifying gap closures. Leverage Sales Coordinator role to reduce time on administrative tasks, resolving TM and customer issues; assist in leveraging Restaurant Operations Consultant, Menu Analyst, Culinary Specialists, Customers Solutions Coordinator, Sr. Sales Analyst, and New Business Manager to grow account penetration and new accounts. Assist in coordinating product cuttings and demonstrations; develop sales and marketing strategies and proposals for customers on products and services, conducting market research to determine customer needs and provide information to sales staff. Communicate sales data to contribute to product/service planning; assist in planning district sales meetings and events with Marketing and Merchandising personnel. Understand and utilize the Sales Foundations tools and processes to grow sales, generate additional revenue, and maintain customer service standard. Coach, train and direct TMs to top account penetration and "quality" lead acquisition opportunities, creating effective action plans to achieve AOP and compensation goals, and ensuring accountability of TMs with regards to account development and goal attainment. Recruit, train and mentor new hires as well as existing TMs, conducting field support/work-with sessions to observe coaching needs and support needs for TM development, and evaluate needs and recommend training as needed. Oversee, manage, and assess TM performance to plan regularly, instituting performance improvement or disciplinary measures as needed. Assist TMs with organizational skills, account strategies, and territory planning. Maintain current knowledge of industry trends and product developments that affect target markets, establishing and maintaining industry contacts that lead to prospective sales; evaluate product mix in terms of meeting customers needs. Research and develop lists of potential customers, making targeted sales calls to develop relationships and follow up on leads along with sales staff. Conduct periodic Customer Business Reviews to identify customer needs as well as relationship gaps. Assist in customer/delivery alignment and driver engagement. Oversee the communication and execution of Company policies within the confines of the sales department. Ensure that the sales organization is appropriately staffed and managed to minimize turnover. Other duties and responsibilities as assigned or required.</p><p>Education/Training: Bachelors degree in Business Administration, Sales & Marketing or related field or equivalent experience required.</p><p>Related Experience:</p><ul><li>A minimum of five years of foodservice sales experience required.</li><li>A minimum of two years of supervisory experience required.</li><li>Overnight travel may be required to participate in trainings, meetings, or other company events.</li></ul><p>Knowledge/Skills/Abilities:</p><ul><li>Demonstrated problem solving and negotiation skills required.</li><li>Excellent oral and written communication skills, as well as customer service and presentation abilities.</li><li>Must have proficient computer skills, preferably in Microsoft Office products (e.g., Word, Excel, PowerPoint, Outlook).</li></ul><p>Licenses:</p><ul><li>Valid drivers license required</li><li>Candidates who have received a DUI conviction for drug or alcohol within the last three years will not be considered as eligible.</li><li>Other license history is reviewed and must meet company standards</li></ul><p>Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law (for example: state minimum wage thresholds). The expected base rate for this role is between</p><p><strong><em>EOE - Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/ Age/Genetic Information /Protected Veteran/Disability Status</em></strong></p>

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Equity Research Analyst PEAK Technical Services Inc.

Equity Research Analyst PEAK Technical Staffing

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