Equities Portfolio Analyst
Core
Assist in portfolio management activities including risk management and stock selection for large-cap U.S. equities.
Role type
Investment Analyst (Equities)
Builds
Institutional equity portfolios
Domain
Asset Management / Large-cap U.S. Equities
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, Three-statement modeling, Excel, Macroeconomic analysis, Thematic analysis, Fundamental equity research, Public company executive interaction
Preferred skills
Python, Large language models (LLMs) usage, CFA designation progress
Technologies
Python, Excel
Responsibilities
Assist in portfolio management activities including risk management and stock selection; Collaborate on financial analysis and company- and industry-related research projects; Incorporate macroeconomic and thematic analysis into bottom-up company research; Interact with public company executives; Provide fundamental equity research support to senior investment professionals
Seniority
Junior, Analyst