Equity Research Analyst, AI Platform

About the role

We're looking for a highly driven and intellectually curious equity analyst to join our team to build a new generation of AI-powered equity research. This role is designed for investors who still want to apply and sharpen their fundamental research judgment, but who are more excited by building scalable systems than by repeating the same research process company by company, quarter after quarter. It is especially well suited to people who want to future-proof their investing career by learning how great equity analysis gets translated into software, models, and AI-enabled products.

Responsibilities

• Collaborate to convert equity research insights and conclusions into scalable AI equity research platform features that help individual investors with stock discovery, research, and selection
• Design and evaluate LLM-based workflows to process unstructured data, analyze it and translate it into structured metrics and factors
• Support the development and evaluation of performance of sector-based factor models using a combination of traditional fundamental research, statistical techniques, and quantitative factor design
• Conduct deep research and initiate coverage on public equities across industries
• Contribute to stock-picking models that surface the best opportunities to a large retail investor audience and produce structured reports supporting them
• Partner with Engineering to implement pipelines (APIs, DAGs, databases), establish reproducible backtests/evaluations, and ship analysis features/capabilities

Requirements

• 2+ years of buy-side public markets investing experience, at a hedge fund, long-only fund, family office, or endowment fund that emphasizes long-term investment horizons and independent, fundamental analysis
• Experience and interest in prompt design and context engineering for LLM-based equity research workflows, some experience programming, coding or working with data
• Experience programming, coding or working with data
• Systemic, data driven thinker with the ability to productize fundamental research into a repeatable, systematic strategy and a desire to “build the machine that does the job”
• Systemic, data driven thinker with the ability to productize fundamental research into a repeatable, systematic strategy and a desire to “build the machine that does the job”
• Systemic, data driven thinker with the ability to productize fundamental research into a repeatable, systematic strategy and a desire to “build the machine that does the job”
• Systemic, data driven thinker with the ability to productize fundamental research into a repeatable, systematic strategy and a desire to “build the machine that does the job”

Qualifications

• Experience contributing to long-term investment theses for a sector or single equity supported by qualitative and quantitative factors
• Ability to read financial statements, solid accounting knowledge, experience building three-statements models

Skills

• Systemic, data driven thinker with the ability to productize fundamental research into a repeatable, systematic strategy and a desire to “build the machine that does the job”

Benefits

• Free onsite fitness center with state-of-the-art equipment, plus daily group classes
• Gourmet cafeteria with daily specials plus soup and salad bars
• Extras -- Dry cleaning, shoe shining and sneak peeks
• Free shuttle transportation to and from multiple locations in Manhattan, Brooklyn, Hoboken and Jersey City

Pay

$130,000-$170,000. Bonus eligible.

Schedule

At CNBC Headquarters in Englewood Cliffs, NJ, you’ll have access to great perks and amenities.