Research companies, industries and outside factors impacting those companies in their assigned sector;
Maintain an in-depth knowledge and subject matter expertise of industry group relationships within the sector to be able to determine timing of recommending industry weightings changes;
Continually refine understanding of fundamental, market, and economic factors driving the performance of companies in the assigned sector;
Make recommendations on companies in the assigned sector across all market cap ranges;
Based on review and analysis of assigned sector and the performance of such, provide appropriate recommendations to directly impact, influence, guide and call to action domestic equity portfolio management teams;
Communication of recommendations include, but not limited to, written research, individual and group presentations;
Mentor and train less experienced analysts, as assigned;
Minimum of five years experience as an analyst or portfolio manager.
Experience in analysis of technology/telecommunication sectors or technology background preferred.
Advanced degree and CFA charter holder preferred.
Verifiable performance track record of stock recommendations, if available
Principals only. No 3rd parties or agencies, please.
UMB Financial is the holding company for four UMB-branded banks serving Arizona, Colorado, Illinois, Kansas, Nebraska, Oklahoma, and...