Portfolio Manager, Equity

About the role

Portfolio Manager, Equity in New York, NY to develop and maintain expertise across selected sub-industries within the investment universe, actively covering 60-80 securities and consistently generating differentiated, alpha-driven investment ideas.

Responsibilities

• Identify investment and research opportunities within the technology, media, and telecommunications space and deliver timely, actionable recommendations to portfolio managers based on research in public disclosures, regulatory filings, sell side research, management meetings and expert consultations.
• Analyze corporate financial statements, including income statements, balance sheets, and cash flow statements to assess company performance and financial health.
• Build and maintain detailed company and industry-level financial models to translate complex data into concise, decision-ready insights.
• Build full three statement models with scenario and sensitivity analysis and long term forecasting for high growth technology companies.
• Perform valuation analyses, including Discounted Cash Flow (DCF) modeling, comparable company analysis (trading comps), and historical multiple analysis.
• Conduct fundamental equity research, including company level due diligence using SEC filings (10-K, 10-Q, 8-K), earnings call transcripts, investor presentations, and primary research.
• Establish long term relationships with industry colleagues including corporate management teams, sell side researchers, and industry contacts for up-to-date insights on industry and company trends.
• Work with financial data platforms including Bloomberg and FactSet to source and reconcile financial data.

Requirements

• Bachelor’s degree in Economics, Finance, or related field or equivalent.
• Three (3) years of experience in equity research covering TMT-related industries, including global technology, media, and AI.

Pay

Salary range: $140,000.00 – $240,000.00 per year.

Benefits

Access to physical, emotional, and financial wellness benefits that enable colleagues to stay financially secure and strike balance between work and home. Eligible for Deutsche Bank's Employee Referral Incentive Program.