Job Description

An established U.S.-based institutional investment management firm is seeking an Equity Research Analyst to support its U.S. public equity investment activities. The firm manages long-term institutional capital and emphasizes fundamental company research, disciplined investment analysis, and long-term investment decision-making.

Position Overview

The Equity Research Analyst will support the firm's U.S. equity investment activities, including fundamental company research, financial modeling, valuation analysis, investment recommendations, and portfolio monitoring.

The position also involves supporting portfolio managers with trade execution, portfolio operations, investment committee presentations, and investor reporting.

This opportunity is well suited for an early-career investment professional with experience in equity research, investment management, or related investment activities who is interested in developing expertise in fundamental equity investing within an institutional asset management environment.

Key Responsibilities

Fundamental Equity Research & Valuation

• Conduct fundamental research on publicly traded U.S. companies, including financial statement analysis, business models, competitive positioning, management quality, and industry trends.
• Develop and maintain financial models, including financial projections, discounted cash flow (DCF), comparable company valuations, and scenario analyses.
• Analyze quarterly earnings, company performance, management guidance, and industry developments.
• Support the development of investment theses and stock recommendations based on fundamental analysis and valuation.
• Monitor existing portfolio holdings and identify potential investment opportunities across sectors.

Investment Analysis & Portfolio Support

• Prepare equity research reports, company analyses, and investment presentations for portfolio managers and investment committee discussions.
• Present research findings, valuation assumptions, investment opportunities, and potential risks.
• Support portfolio reviews, performance analysis, and investment decision-making.
• Participate in investment strategy discussions and collaborate with portfolio managers and other investment professionals.

Trading & Portfolio Operations

• Support equity trade execution and coordinate investment transactions with portfolio managers and operations teams.
• Assist with portfolio monitoring, cash flows, corporate actions, and reconciliation activities.
• Maintain investment databases, portfolio tracking tools, and related reports.
• Support portfolio risk monitoring, compliance, and investment-related operational processes.

Investor Reporting & Internal Coordination

• Assist in preparing investor presentations, portfolio updates, performance summaries, and market outlook materials.
• Coordinate with investment, finance, risk management, and operations teams.
• Communicate effectively with colleagues and senior investment professionals in a collaborative, international work environment.

Required Qualifications

• 1–5 years of professional experience in equity research, investment management, or related buy-side or sell-side investment roles.
• Experience or demonstrated knowledge of fundamental company analysis, financial statement analysis, equity valuation, or investment research.
• Understanding of financial modeling and valuation methodologies, including DCF and comparable company analysis.
• Knowledge of U.S. equity markets, investment products, and portfolio-related activities.
• Strong analytical, problem-solving, written communication, and presentation skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Bachelor's degree in Finance, Economics, Accounting, or a related discipline.

Preferred Qualifications

• Hands-on experience conducting fundamental research on publicly traded companies and developing investment theses or stock recommendations.
• Experience supporting portfolio managers, investment research teams, or institutional investment activities.
• Exposure to equity trading, portfolio monitoring, investment operations, or performance analysis.
• CFA designation or progress toward CFA.
• Familiarity with Bloomberg, FactSet, Capital IQ, or similar financial research platforms.
• Experience working in an international or cross-functional investment environment.

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