# Equity Research Analyst

> Waggoner Financial · Lansing, United States · Full-time · Posted 2026-08-11

**Salary:** USD 70,000–100,000

**Workplace:** on_site

**Department:** Investments

## Description

-   Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios.
-   Build and maintain financial models, including valuation and earnings analysis.
-   Monitor market developments, economic data, and sector trends relevant to portfolio positioning.
-   Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings.
-   Prepare research summaries and materials for the investment committee.
-   Track and report portfolio performance and benchmarking.

## Requirements

-   Bachelor's degree in Finance, Economics, Accounting, or a related field.
-   1-3 years of experience in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.
-   Progress toward or willingness to pursue the CFA® program.
-   Advanced proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) preferred.
-   Strong analytical and quantitative skills.
-   Preferred (Not Required)

-   CFA® charter or active progress toward it.
-   Prior experience in an RIA, asset management, or investment research setting.

## Benefits

-   Comprehensive health, dental, life, and short and long term disability insurance.
-   401(k) with company match.
-   Generous paid time off.
-   Full support for CFA® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
-   Direct mentorship from senior investment professionals, with exposure to live portfolio decisions.
-   Competitive base salary plus performance based incentive compensation.
-   A small, collaborative firm environment with direct access to leadership and a real seat at the table.

## Apply

[Apply at Waggoner Financial](https://apply.workable.com/waggoner-financial/j/8800CB1E12/apply)

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