Stock analyst job description
Updated March 14, 2024
3 min read
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Example stock analyst requirements on a job description
Stock analyst requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in stock analyst job postings.
Sample stock analyst requirements
- Bachelor's degree in Finance, Accounting, Economics or related field
- Experience in financial modeling and analysis
- Knowledge of stock market trends and regulations
- Proficiency in Microsoft Excel and financial software
- Strong analytical skills and attention to detail
Sample required stock analyst soft skills
- Excellent communication and presentation skills
- Ability to work independently and as part of a team
- Capacity to think critically and creatively
- Flexibility to adapt to changes in the market
- Passion for the financial industry and desire to learn and grow
Stock analyst job description example 1
Intuit stock analyst job description
Intuit is seeking a motivated professional to join our Stock Administration Team as the Stock Analyst. The Stock Analyst will play a substantial roll in the day to day operations of Intuit's diverse equity programs. The ideal candidate will be a strong team player, detail oriented, a self-starter, and a strong communicator.
What you'll bring
Qualifications
+ 2-3 years stock administration experience
+ CEP designation or working towards certification
+ Experience with E*Trade's Equity Edge Online (EEO) platform
+ ESPP experience preferred
+ Familiarity with SOX controls and compliance
+ Global experience preferred
+ Advanced MS Excel skills
+ Strong analytical skills, accuracy and attention to detail required
+ Strong organization skills and work ethic, with excellent written and verbal communication skills
Abilities
+ Reliable, self-motivated, flexible, deadline and detail oriented, and can complete multiple tasks timely and independently, with minimal supervision
+ A compliance and process-minded individual who is flexible and can excel in a fast-paced and rapidly evolving work environment
+ An effective communicator with internal and external business partners
+ A team player with a strong work ethic and ability to complete projects timely and accurately
+ Able to maintain strict confidentiality in a very open and transparent environment
How you will lead
Job responsibilities include, but are not limited to:
+ Maintain database integrity in Equity Edge Online (EEO).
+ Ensure employee data accuracy in third party systems.
+ Process daily stock option exercises, ensuring timely and accurate tax withholding and reporting to payroll.
+ Process quarterly ESPP purchases and related payroll reporting.
+ Assist with the preparation and processing of new equity awards, vesting, and release of restricted stock units.
+ Maintain company-wide trading blackout periods and pre-clearance.
+ Coordinate and communicate with payroll teams to ensure timely reporting and remittance of taxes.
+ Coordinate and communicate with corporate accounting and tax departments to ensure timely and accurate monthly, quarterly and yearly reporting.
+ Work with internal and external auditors to ensure and demonstrate internal controls are in place and executed.
+ Manage and ensure timely response to all stock administration questions for all employee queries.
+ Ad hoc reporting and projects.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
What you'll bring
Qualifications
+ 2-3 years stock administration experience
+ CEP designation or working towards certification
+ Experience with E*Trade's Equity Edge Online (EEO) platform
+ ESPP experience preferred
+ Familiarity with SOX controls and compliance
+ Global experience preferred
+ Advanced MS Excel skills
+ Strong analytical skills, accuracy and attention to detail required
+ Strong organization skills and work ethic, with excellent written and verbal communication skills
Abilities
+ Reliable, self-motivated, flexible, deadline and detail oriented, and can complete multiple tasks timely and independently, with minimal supervision
+ A compliance and process-minded individual who is flexible and can excel in a fast-paced and rapidly evolving work environment
+ An effective communicator with internal and external business partners
+ A team player with a strong work ethic and ability to complete projects timely and accurately
+ Able to maintain strict confidentiality in a very open and transparent environment
How you will lead
Job responsibilities include, but are not limited to:
+ Maintain database integrity in Equity Edge Online (EEO).
+ Ensure employee data accuracy in third party systems.
+ Process daily stock option exercises, ensuring timely and accurate tax withholding and reporting to payroll.
+ Process quarterly ESPP purchases and related payroll reporting.
+ Assist with the preparation and processing of new equity awards, vesting, and release of restricted stock units.
+ Maintain company-wide trading blackout periods and pre-clearance.
+ Coordinate and communicate with payroll teams to ensure timely reporting and remittance of taxes.
+ Coordinate and communicate with corporate accounting and tax departments to ensure timely and accurate monthly, quarterly and yearly reporting.
+ Work with internal and external auditors to ensure and demonstrate internal controls are in place and executed.
+ Manage and ensure timely response to all stock administration questions for all employee queries.
+ Ad hoc reporting and projects.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
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Updated March 14, 2024
Updated March 14, 2024