Investment Analyst
Core
Conduct fundamental equity research on financial institutions to support investment recommendations and reports.
Role type
Junior IC equity research analyst (financials)
Builds
Investment recommendations, research reports, and financial models for portfolio managers.
Domain
Financial services / Equity research
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
Equity research, financial statement analysis, valuation, capital markets knowledge, financial modeling, data analysis
Preferred skills
CFA designation progress, AI tool application, Python, SQL, VBA, Power BI, Bloomberg, FactSet, Capital IQ
Technologies
Excel, 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 the development of investment recommendations and research reports; Monitor company developments and identify potential investment opportunities; Support coverage of banks, insurance companies, asset managers, exchanges, fintech companies and other financial institutions
Seniority
Junior, hands-on IC