Waggoner Financial

Equity Research Analyst

Equity & Credit ResearchConfirmed live in the last 24 hours

Full-timeLansing, MI, USAIn-person

A bachelor's degree in Finance, Economics, Accounting, or a related field is required.
Progress toward or willingness to pursue the Chartered Financial Analyst (CFA) program is required.
Advanced proficiency in Microsoft Excel is required.
Strong analytical and quantitative skills are required.

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.

One to three years of experience in equity research, investment analysis, or a related field is preferred, though strong candidates without direct experience will be considered.
Familiarity with financial data platforms such as Bloomberg, FactSet, Morningstar, or similar is preferred.
A CFA charter or active progress toward it is preferred but not required.
Prior experience in an RIA, asset management, or investment research setting is preferred.

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

Salary: USD 70,000–100,000

Workplace: on_site

Department: Investments

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.

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.

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.

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