Vice President, Equity Research Analyst

Mutual of America Financial Group / Capital Management
Job Title: Vice President, Equity Research Analyst 
Location: New York, NY (hybrid)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

As the need to create additional investment strategies beyond those that were being managed for Mutual of America Life Insurance Company’s traditional retirement business became evident, Mutual of America Capital Management evolved into an independent, wholly owned subsidiary of Mutual of America. This important change enabled Mutual of America Capital Management to provide an enhanced array of investment solutions and services to a broader client base.

Mutual of America Capital Management manages approximately $29 billion across a variety of strategies. We embrace a nimble, entrepreneurial spirit, while maintaining the core competencies, long-term views and financial strength of our parent company, Mutual of America Life Insurance Company.

Managed by an experienced team of investment professionals, our strategies include both fixed income and equity offerings. We offer both mutual funds and customized investment solutions that support a variety of investment objectives and strategies for individuals and institutions.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

Mutual of America Capital Management is seeking an experienced Equity Research Analyst to join our investment team. We are looking for a sector specialist with 4+ years of experience to assume primary coverage of a specific industry within the Small and Mid-Capitalization US market. The ideal candidate will bring a defined coverage universe and a proven research process, with the ability to identify investment opportunities across both Growth and Value investment styles.

Responsibilities:

• Assume primary research responsibility for a designated sector (open to candidate’s area of expertise).


• Generate high-conviction investment ideas through rigorous bottom-up fundamental analysis.


• Build and maintain detailed financial models to project earnings and cash flow.


• Develop relationships with company management teams and attend industry conferences to gain differentiated insights.


• Communicate investment recommendations and sector views directly to Portfolio Managers.


• Monitor industry trends and regulatory developments that impact portfolio holdings.


• Collaborate with the broader investment team to share insights and best practices.
  
  

Required Qualifications:

• 4+ years of buy-side or sell-side equity research experience.


• Established track record of stock selection and thesis generation.


• Existing coverage of a specific sector with a knowledge of the SMID-cap landscape.


• Ability to work autonomously and manage a dedicated coverage list.


• Flexible investment approach with the ability to analyze opportunities across value and growth frameworks.


• Exceptional analytical and communication skills.

What we offer you:

• Competitive base salary


• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment.


• 401(k) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.


• Parental Leave: 8 weeks fully paid.


• Paid time off: 28 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $176,000 - $265,000

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.