Fundamental Equity Analyst
Core
Build and maintain full company financial models and conduct primary research to form independent investment theses for long/short equity teams.
Role type
Fundamental Equity Analyst
Builds
Investment theses and full company financial models (income statement, cash flow, balance sheet, unit economics)
Domain
Equity Research / Investment Management
Required skills
Financial modeling, Accounting analysis, Primary research, Industry fieldwork, Investment thesis development, Catalyst tracking, Data analysis, Python/Excel automation
Preferred skills
Sector depth (TMT, consumer, industrials, healthcare, financials), Long/short experience, Mandarin or Asian language proficiency, Alternative data experience, Greater China/Japan/Korea/ASEAN coverage
Technologies
Python, Excel
Responsibilities
Build and maintain full company models including income statement, cash flow, and balance sheet; Conduct primary research via management meetings, competitor analysis, and channel checks; Write specific, falsifiable investment work; Track catalysts and estimate revisions; Debate ideas with portfolio managers and update work based on new facts
Seniority
Associate to Senior Analyst