Senior Analyst, Financials (I&G)
Core
Lead fundamental research coverage of US Financial Services institutions (banks, insurers, fintech) to generate high-conviction investment insights and drive stock selection.
Role type
Senior equity research analyst (financial services)
Builds
Investment recommendations and quantitative screens for portfolio managers
Domain
US Financial Services / Equity Research
Required skills
Equity/credit research, financial modeling, valuation frameworks, regulatory capital frameworks, industry insight, communication
Preferred skills
Banking sector experience, CFA designation, MBA/MS Finance
Technologies
Financial modeling tools, public document analysis
Responsibilities
Lead fundamental research on financial institutions, develop financial models and scenario analyses, produce actionable investment recommendations, monitor sector developments and regulatory changes, partner with portfolio managers on strategy, present investment theses to the investment committee
Seniority
Senior, hands-on IC