The Director, Equity Research Analyst will analyze and monitor industry fundamentals, recommend investments, and present findings to clients and management. Requires 5-10 years of research experience and knowledge in the Industrial and Energy sectors.
Description and Requirements
Director, Equity Research Analyst
Location(s): Chicago
Setting: Hybrid
Reports to: Head of Equity Portfolio Management
Travel: 25%
MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee benefits and asset management to individual and institutional customers. We're united by our purpose to help our customers and each other create a confident future; we're guided by empathy; and we're inspired by each other to make a difference in the lives of our coworkers, customers, communities, and the world at large. At MetLife, it's #AllTogetherPossible . Join us!
The Opportunity
MetLife Investment Management (MIM) offers the chance to be part of a team driving impact in global markets. With over $600 billion in assets, we apply expertise in Fixed Income, Equities, Private Credit, and Real Estate to create thoughtful, risk-managed investment solutions for institutional clients. At MIM, experience meets impact, and your contributions will help build a legacy spanning over 150 years. You'll turn ideas into action, collaborate with industry professionals, and build a career with lasting influence. If you're seeking a dynamic environment where your work matters, MIM is the place to be. Join us and create something meaningful.
How You'll Help Us Build a Confident Future (Key Responsibilities)
• Analyze industry and company fundamentals within assigned industries and sectors
• Monitor and assess industry and company weightings within the portfolio for assigned industries and sectors
• Frequently screen coverage universe to create an opportunity set of investable candidates
• Assess and determine the value and return potential of current and proposed holdings
• Presentation (written and verbal) of investment recommendations for potential inclusion into portfolios
• Make recommendations to eliminate current investment and/or reallocate investment resources to other alternatives within the respective coverage area
• Attendance of company and broker-sponsored meetings and conferences
• Interview company management to assess the potential of investment opportunities
• Actively follow 20-40 securities with secondary coverage of additional names
• In addition, the position may involve presentations to clients, consultants, and prospects to help communicate the firm's investment philosophy, investment process, and portfolio results.
What You Need to Succeed (Required Qualifications)
• 5-10 years of fundamental research experience and possess an MBA and/or CFA designation.
• Experience analyzing companies in Industrial and Energy sectors with a demonstrated record of success is preferred
• Incremental experience covering other sectors with a demonstrated record of success will be considered
• Knowledge of the small and SMID cap equity universe along with the ability to identify strong potential investment candidates is essential
• Strong communication skills, both verbal and written are necessary
• The ability and desire to work in a high-performance atmosphere employing a team-oriented philosophy is critical
#MIM
The expected salary range for this position is $145,000 to $180,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2025 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
$145,000 to $180,000
#BI-Hybrid
Director, Equity Research Analyst
Location(s): Chicago
Setting: Hybrid
Reports to: Head of Equity Portfolio Management
Travel: 25%
MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee benefits and asset management to individual and institutional customers. We're united by our purpose to help our customers and each other create a confident future; we're guided by empathy; and we're inspired by each other to make a difference in the lives of our coworkers, customers, communities, and the world at large. At MetLife, it's #AllTogetherPossible . Join us!
The Opportunity
MetLife Investment Management (MIM) offers the chance to be part of a team driving impact in global markets. With over $600 billion in assets, we apply expertise in Fixed Income, Equities, Private Credit, and Real Estate to create thoughtful, risk-managed investment solutions for institutional clients. At MIM, experience meets impact, and your contributions will help build a legacy spanning over 150 years. You'll turn ideas into action, collaborate with industry professionals, and build a career with lasting influence. If you're seeking a dynamic environment where your work matters, MIM is the place to be. Join us and create something meaningful.
How You'll Help Us Build a Confident Future (Key Responsibilities)
• Analyze industry and company fundamentals within assigned industries and sectors
• Monitor and assess industry and company weightings within the portfolio for assigned industries and sectors
• Frequently screen coverage universe to create an opportunity set of investable candidates
• Assess and determine the value and return potential of current and proposed holdings
• Presentation (written and verbal) of investment recommendations for potential inclusion into portfolios
• Make recommendations to eliminate current investment and/or reallocate investment resources to other alternatives within the respective coverage area
• Attendance of company and broker-sponsored meetings and conferences
• Interview company management to assess the potential of investment opportunities
• Actively follow 20-40 securities with secondary coverage of additional names
• In addition, the position may involve presentations to clients, consultants, and prospects to help communicate the firm's investment philosophy, investment process, and portfolio results.
What You Need to Succeed (Required Qualifications)
• 5-10 years of fundamental research experience and possess an MBA and/or CFA designation.
• Experience analyzing companies in Industrial and Energy sectors with a demonstrated record of success is preferred
• Incremental experience covering other sectors with a demonstrated record of success will be considered
• Knowledge of the small and SMID cap equity universe along with the ability to identify strong potential investment candidates is essential
• Strong communication skills, both verbal and written are necessary
• The ability and desire to work in a high-performance atmosphere employing a team-oriented philosophy is critical
#MIM
The expected salary range for this position is $145,000 to $180,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2025 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
$145,000 to $180,000
#BI-Hybrid
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