Equity Analyst, Financials
Core
Generate alpha through proprietary research and investment recommendations for U.S. small- and mid-cap financial sector companies.
Role type
Senior IC equity analyst (financials)
Builds
Proprietary research reports, financial models, and investment recommendations for portfolio managers.
Domain
U.S. financial services (banks, insurance, asset management)
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
Equity investment analysis, financial modeling, fundamental company analysis, industry data distillation, AI-enabled research tool usage
Preferred skills
MBA or CFA designation, experience with agentic AI and coworking tools
Technologies
Agentic AI, coworking tools
Responsibilities
Interact with company management and industry experts to gather insights; build financial models to forecast performance and assess valuation; generate timely investment ideas and communicate via reports and presentations; maintain research coverage for multiple portfolios.
Seniority
Senior, hands-on IC