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Old 07-12-2017, 09:54 AM
Krueger Krueger is offline
Join Date: Jun 2014
College: University of Connecticut
Posts: 3
Default Equity Research Analyst – Life Insurance Sector

Position Title: Equity Research Analyst – Life Insurance Sector
Reports to: Managing Director/Senior Research Analyst
Location: Hartford, CT

KBW is seeking an Equity Research Analyst to support sell-side investment coverage of the life insurance sector. The position reports directly to the Senior Analyst, working in a small team environment to produce financial estimates, company and industry research reports, and stock recommendations for institutional investors.

The ideal candidate should have a strong grasp of basic accounting and finance principles, exceptional analytical skills, familiarity with financial modeling concepts, excellent written and verbal skills, and a keen desire to learn about the life insurance industry.

Ability to multitask and meet deadlines under pressure is also critical. Responsibilities include financial modeling and forecasting, company and industry specific research, and organizational support for the Senior Analyst. With experience, the position will require increasing senior management and client interaction. Some travel required.

• Build and maintain Excel-based financial models
• Monitor company and industry news
• Build and maintain databases of relevant industry and company specific data
• Respond to questions from institutional sales and clients regarding covered companies, the life insurance industry, and data requests
• Develop and contribute to written research products
• Evaluate basic valuation methodologies for stocks under coverage and the broader sector
• Maintain marketing materials and presentations
• Meet the special projects demands of the Senior Analyst
• Continue to build industry knowledge

• B.S. or B.A. in finance, accounting, economics, or business related field
• Strong work ethic and flexibility to work long hours when needed
• Prior work experience in finance, public accounting, consulting, or actuarial sciences preferred
• MBA, CFA, FSA/ASA, or CPA beneficial but not required
• Outstanding analytical skills and critical thinking
• Solid understanding of financial modeling
• Strong written communication skills (writing samples may be required)
• Strong interpersonal and oral communication skills
• Detail oriented with an ability to multi-task
• Ability to work independently as well as in a team environment
• Motivated self-starter with a positive attitude
• Proficient in Microsoft Excel, Word and PowerPoint
• Series 7, 63, 86 & 87 within 6-12 months

Please email your resume to Ryan Krueger at with "Equity Research Analyst" in the subject line.

NOTE: Job descriptions are not intended, and should not be construed, to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.

About KBW
KBW LLC, a Stifel company, operates in the U.S. and Europe through its broker dealer subsidiaries, Keefe, Bruyette & Woods, Inc. and Stifel Nicolaus Europe Limited (“SNEL”), also trading as Keefe, Bruyette & Woods Europe (“KBW Europe”). Over the years, KBW has established itself as a leading independent authority in the banking, insurance, brokerage, asset management, mortgage banking and specialty finance sectors. Founded in 1962, the firm maintains industry-leading positions in the areas of research, corporate finance, mergers and acquisitions as well as sales and trading in equities securities of financial services companies.

Stifel Financial Corp. (NYSE:SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated; Keefe Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; Century Securities Associates, Inc.; and Eaton Partners, LLC, and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank & Trust offers a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s web site at
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