Equity Analyst - Remote (CST or EST)

About the role

OneDigital is seeking an Equity Analyst to conduct rigorous bottom-up fundamental research on publicly traded companies and develop differentiated investment insights in support of OneDigital Asset Management’s equity portfolios. The Analyst will partner closely with Portfolio Managers to identify new investment opportunities, maintain coverage of existing holdings, and contribute thoughtful buy, hold, and sell recommendations grounded in fundamental analysis, valuation discipline, and sound business judgment.

The Equity Analyst will combine strong analytical capability with intellectual curiosity, a passion for long-term investing, and the ability to communicate complex findings clearly. The role involves contributing across the firm’s alpha-generating and income-oriented portfolios, applying a disciplined research process to assess business quality, competitive positioning, management execution, valuation, and risk/reward. The Analyst will also leverage modern research tools, including financial databases, DCF modeling, and AI-enabled workflows, to enhance efficiency and insight generation while maintaining independent judgment.

Responsibilities

• Conduct in-depth fundamental research on public companies, analyzing business models, financial statements, industry structure, competitive positioning, management quality, and long-term shareholder value creation.
• Build and maintain detailed financial models, forecasts, and valuation frameworks to assess intrinsic value and risk/reward under various scenarios.
• Develop clear, well-supported investment theses and identify key drivers, catalysts, assumptions, and risks underlying each recommendation.
• Generate new investment ideas through independent research, screening, industry analysis, and synthesis of public and proprietary information.
• Evaluate relative opportunities across assigned sectors and market capitalizations, consistent with portfolio objectives and investment philosophy.
• Provide timely, actionable buy, hold, and sell recommendations to Portfolio Managers, supported by rigorous analysis and clear articulation of conviction level, upside/downside, and key thesis milestones.
• Monitor existing portfolio holdings and companies under active review, updating investment views as new information emerges.
• Support portfolio decision-making by assessing position-level implications of earnings releases, company-specific developments, industry shifts, and macroeconomic factors.
• Maintain current knowledge of developments affecting covered companies, industries, competitors, and broader market conditions.
• Conduct ongoing due diligence through earnings calls, regulatory filings, industry publications, channel checks, expert conversations, and other research sources.
• Develop and maintain productive research relationships with company management teams, investor relations professionals, and industry contacts.
• Prepare concise written materials and verbal presentations summarizing research findings, investment theses, and portfolio implications for internal discussion.
• Use Excel and investment research platforms (e.g., Bloomberg, FactSet) to support modeling, valuation, screening, monitoring, and investment documentation.
• Incorporate AI-enabled tools into the research process to enhance efficiency in information synthesis, document review, workflow automation, and idea development while applying sound judgment and source validation.
• Contribute to the continuous improvement of research templates, monitoring processes, and analytical workflows to strengthen the team’s investment process.

Requirements

• Demonstrated passion for long-term investing and bottom-up fundamental research.
• Strong financial statement analysis, DCF valuation knowledge, and financial modeling skills.
• Ability to assess business quality, competitive advantage, management execution, capital allocation, and long-term value creation.
• Sound business judgment and the ability to form independent, evidence-based investment views.
• Intellectual curiosity, skepticism, initiative, and a desire to generate differentiated insights rather than rely on consensus views.
• Strong written and verbal communication skills, including the ability to distill complex analysis into clear, decision-useful conclusions.
• Ability to work both independently and collaboratively in a high-accountability, team-oriented investment environment.
• High attention to detail, strong organization, and the ability to manage multiple priorities in a dynamic market environment.
• Proficiency in Excel and familiarity with common investment research tools and data platforms; experience with Bloomberg, FactSet, or similar systems is preferred.
• Practical ability and willingness to use AI tools productively within the investment research workflow; experience with LLM-based research, prompt design, or workflow automation is a plus.

Qualifications

• Bachelor’s degree required, preferably in Finance, Accounting, Economics, or a related discipline.
• Two to five years of relevant experience in buy-side or sell-side equity research, investment management, or a comparable analytically rigorous role.
• Demonstrated experience building and maintaining financial models and valuation analysis.
• Experience covering or analyzing public companies and translating research into investment recommendations.
• Advanced degree or CFA designation is a plus.

Pay

The typical base pay range for this role nationwide is $100,000 to $120,000 per year. Base pay is dependent upon skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on individual and company performance.

Benefits

• Health, wellbeing, and retirement benefits.
• Paid time off and overtime pay for non-exempt employees.
• Reimbursement of job-related expenses per company policy.
• Employee perks and discounts.
• Robust learning and development programs.