Equity Analyst, Energy & Materials
Core
Conduct fundamental research on energy and materials sectors to influence portfolio decisions and advisor outcomes.
Role type
Senior IC equity analyst (energy & materials)
Builds
Actionable investment recommendations and financial models supporting portfolio construction
Domain
Financial services / Energy & Materials
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Fundamental company and sector analysis, financial modeling, valuation, scenario analysis, investment thesis development, earnings assessment, competitive positioning
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 price targets, Partner with portfolio managers on investment insights, Develop research reports and sector commentary, Support advisor engagement and due diligence discussions, Maintain documentation and compliance practices
Seniority
Senior, hands-on IC