Senior Analyst, Financials (I&G)
Core
Lead fundamental research coverage of financial institutions to generate high conviction investment insights and drive stock selection within the US Financial Services sector.
Role type
Senior equity research analyst (financial services)
Builds
Investment recommendations and quantitative screens for portfolio managers
Domain
US Financial Services (Banks, Insurers, Fintech, Specialty Finance)
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
Equity or credit research, financial modeling, valuation frameworks, regulatory capital frameworks, scenario analysis, industry insight, critical thinking
Preferred skills
US Banking sector expertise, CFA designation, MBA or MS Finance
Technologies
None explicitly stated
Responsibilities
Lead fundamental research coverage of financial institutions, Develop detailed financial models and valuation frameworks, Produce actionable investment recommendations, Monitor sector developments and macroeconomic trends, Partner with portfolio managers on investment strategy, Present investment theses to the investment committee
Seniority
Senior, hands-on IC