Equity Analyst, Industrials & Utilities
Core
Conduct fundamental equity research on Industrials and Utilities sectors to influence portfolio decisions and advisor outcomes.
Role type
Senior IC equity analyst (Industrials & Utilities)
Builds
Financial models, forecasts, price targets, risk assessments, and investment recommendations
Domain
Financial services / Equity research / Industrials & Utilities
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Fundamental company and sector analysis, financial modeling, valuation, scenario analysis, earnings assessment, competitive positioning, investment thesis development
Preferred skills
Buy-side or sell-side experience, separately managed account experience, MBA or CFA designation
Technologies
Financial modeling tools, valuation frameworks
Responsibilities
Conduct in-depth fundamental research on assigned sectors and companies, build and maintain financial models and forecasts, partner with portfolio managers on holdings and candidate investments, develop high-quality research reports and presentations, support advisor engagement and due diligence discussions, maintain documentation and compliance practices
Seniority
Senior, hands-on IC