Team Analyst – Global Focused Growth Strategy
Core
Supports a Portfolio Manager in executing a diversified, global growth investment strategy through fundamental research, modeling, and direct engagement with company executives.
Role type
Senior IC fundamental equity analyst (global growth)
Builds
Investment insights and portfolio actions for a global growth mandate
Domain
Asset Management / Equity Investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fundamental equity research, financial modeling (three-statement), time-series analysis, primary diligence, AI prompt engineering, data synthesis
Preferred skills
CFA charter, independent contributor, converting research to actionable insights
Technologies
Excel, AI tools, prompt libraries, retrieval systems
Responsibilities
Execute investment framework and build scenario models, lead company/industry research projects, engage CEOs/CFOs for primary diligence, synthesize data into forecasts, track assumptions vs outcomes, design AI-driven research workflows
Seniority
Mid-Senior, hands-on IC
