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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>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

Equity Research Analyst

Americans with Disabilities Act (ADA)

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

Trading/Stockbroking

FEED

The main part of the role is to support our Ariba system modules (Supplier Information Management, primarily) and Citibank global deployment/Q&A emailbox (day-to-day support of the credit card program is not in scope for the role but could be helpful). Although this role is operational support with documented processes, there remains a high rate of change so this person will need to be able to learn the basics and keep up with the changes.

<h5>Supply Chain Analyst </h5><p>Integrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms. IRI has built its reputation on excellent service and integrity since its inception in 1996. Our mission centers on delivering only the best quality talent, the first time and every time. We provide quality resources in four specialty areas: Information Technology (IT), Clinical Research, Rehabilitation Therapy and Nursing. </p><h5>Job Description </h5><p>Position: Supply Chain Analyst </p><p>Duration: 6+ Months </p><p>Location: One Riverfront Plaza Corning, NY 14831 </p><p>Direct client: Immediate interview </p><p>Working Hours: Mon - Fri 8am - 5pm </p><p>Duties: </p><p>The person taking this role ideally would have prior experience in a Procurement function (with focus on sourcing, supplier onboarding and less on contracting/negotiations) and operational support. Although this is an operations support role, much of the role is not typical read Standard Operating Procedure (SOP)/perform function. SOPs exist but much of the day-to-day work is customer support (e.g., Q&A) for business processes. </p><p>The main part of the role is to support our Ariba system modules (Supplier Information Management, primarily) and Citibank global deployment/Q&A emailbox (day-to-day support of the credit card program is not in scope for the role but could be helpful). SharePoint experience could be a plus. It is assumed that this person have at least intermediate skills in Microsoft Word, Excel, and Outlook. </p><p>Manager Must Haves: </p><p>• Able to read/follow a SOP and process flowchart. The support role is based on these documents. A plus if the person can help update/maintain the documents as processes change. </p><p>• Process aptitude. Although this role is operational support with documented processes, there remains a high rate of change so this person will need to be able to learn the basics and keep up with the changes. Understanding and relating to business processes will make it easier for this person. </p><p>• Able to do basic Excel analysis if given direction. There is some level of data manipulation in the role – the person needs to be able to run a standard query and answer basic questions via editing of the query (e.g., sort, sub-total/formulas; pivot table is a plus) </p><p>• Professional written and verbal communications – as a portion of the role is to answer questions received in system / group email boxes, the responses should be clear, direct, and understandable to a global audience </p><p>• Appropriate judgment. The person will need to learn a lot in a short time. We realize this is a difficult task. Therefore, we will rely on this individual to speak up and ask questions when something is not clear or if something does not make sense. The GSM function appreciates people asking questions to ensure they respond correctly. Mistakes and misunderstanding cause confusion that can take significant time to correct. </p><p>Education/Experience: </p><p>• Minimum of a two year degree in a related field </p><p>• Bachelor's degree in Business a plus </p><p>• 3-5 years of experience in a similar roll is highly desired </p><h5>Additional Information </h5><p>Kind Regards </p><p>Nagesh </p>

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