Investment Analyst
Core
Fundamental investment analyst supporting equity research for financial institutions while driving process efficiency through technology and automation.
Role type
Junior IC equity research analyst (financials)
Builds
Investment recommendations, research reports, and financial models for banks, insurance companies, asset managers, and fintech firms.
Domain
Financial services / Equity research
Required skills
Equity research, financial statement analysis, valuation, capital markets, Excel, process improvement, data organization, automation
Preferred skills
CFA designation, AI tools for research, Python, SQL, VBA, Power BI, Bloomberg, FactSet, Capital IQ
Responsibilities
Conduct industry and competitive analysis; Build and maintain financial models and valuation frameworks; Analyze quarterly earnings results and management commentary; Assist in development of investment recommendations and research reports; Monitor company developments and identify potential investment opportunities; Participate in meetings with company management teams and industry experts; Identify opportunities to improve research workflows using technology and AI.
Seniority
Junior, hands-on IC