Global Equities Financials Analyst
Core
Conduct fundamental research and analysis of global financial services companies to identify investment opportunities and make recommendations to the Global Equities team.
Role type
Senior IC equity research analyst (financial services)
Builds
Investment theses, recommendations, and portfolio monitoring insights for the Global Equities team
Domain
Global equities, financial services sector
Required skills
fundamental research, financial statement analysis, valuation modeling, business model analysis, sector risk assessment, investment thesis development, portfolio monitoring, data analysis
Preferred skills
CFA designation, experience covering global equities in financial services, AI and digital tools proficiency
Technologies
financial modeling tools, investment research platforms, AI tools
Responsibilities
Conduct detailed fundamental research on global financial services companies; Develop clear investment theses and recommendations; Monitor existing portfolio holdings and market trends; Present evidence-based insights to the Global Equities team; Support Investment Committee preparation; Communicate investment insights via updates and newsletters; Improve investment research tools and processes
Seniority
Senior, hands-on IC