Equity Analyst

About the role

The main purpose of this role is to conduct in-depth fundamental equity research on industries, companies and individual equities to make buy/sell recommendations; then clearly communicate research to investment team.

Responsibilities

• Provide fundamental research on industries, companies, and their publicly traded securities
• Provide valuation analysis leading to recommendation of investment actions
• Present investment recommendations and associated research to the investment team in a clear concise manner
• Maintain relationships with sell-side analysts and industry contacts to strengthen research insight and idea generation
• Monitor market, economic, policy, and company-specific developments and assess their impact on portfolio positioning and risk
• Analyze portfolio holdings, attribution, and relative performance to identify trade opportunities, risks, and associated actions
• Prepare clear written communication and present complex investment theses to a wide variety of audiences

Requirements

• Deep knowledge of equity markets, portfolio construction, valuation methods, and fundamental equity research
• Ability to explain complex investment ideas to both technical and non-technical audiences
• Sound judgment, intellectual curiosity, and the ability to operate independently while collaborating effectively across investment teams
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Qualifications

• Advanced level proficiency with Microsoft Word, Excel and Outlook
• Bachelor’s degree in finance, economics, accounting, or a related field required; MBA or other advanced study preferred
• 5+ years of experience in equity research, portfolio management, or investment analysis required
• Chartered Financial Analyst (CFA) designation preferred

Skills

• Deep knowledge of equity markets, portfolio construction, valuation methods, and fundamental equity research
• Ability to explain complex investment ideas to both technical and non-technical audiences
• Sound judgment, intellectual curiosity, and the ability to operate independently while collaborating effectively across investment teams
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Benefits

• Employer sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time

Pay

Annual Salary: $137,000.00 - $187,500.00 (Amount based on relevant experience, skills, and competencies.)

Schedule

Full time