Equity Research Supervisory Analyst
Core
Editing and publishing equity research reports for institutional investors across consumer, energy, infrastructure, financials, healthcare, real estate, and technology sectors.
Role type
Supervisory Analyst (Equity Research)
Builds
Equity research reports, model disclosures, PowerPoint presentations, and email blasts for institutional subscribers.
Domain
Financial Services / Equity Research
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Equity research report editing, compliance screening, financial figure validation, regulatory disclosure verification, conflict of interest assessment, English editing, BlueMatrix publishing system proficiency, investment thesis validation, valuation review, cross-functional liaison
Preferred skills
BlueMatrix publishing platform experience
Responsibilities
Ensure research report content is clear, fair, and not misleading; Validate financial figures and estimates; Screen for compliance watchlist companies; Cross-check compliance lists for proper disclosures; Determine public availability and attribution of information; Conduct editorial work for institutional clients; Liaise with analysts on wording, regulatory concerns, and argument logic; Approve model disclosures and communications for compliance and style standards
Seniority
Mid-Senior, hands-on IC
