Junior Analyst (Financials) – US Core & Dividend
Core
Conduct fundamental equity research and financial analysis on companies within the financials sector (banks, insurance, asset managers) to develop investment views and recommendations.
Role type
Junior Analyst (Financials)
Builds
Investment recommendations, financial models, and research reports for the Fundamental Equities team.
Domain
Financial Services / Equity Research
Required skills
Financial modeling, valuation, accounting, fundamental research, financial statement analysis, forecasting, industry dynamics analysis, investment thesis development, company engagement, macroeconomic analysis, proficiency with Bloomberg and financial research platforms
Preferred skills
CFA designation, MBA or relevant graduate degree, experience in buy-side or sell-side equity research
Technologies
Bloomberg, Microsoft Office, AI-enabled research tools
Responsibilities
Conduct fundamental research on financial sector companies including financial statement analysis and competitive positioning; Build and maintain detailed financial models using appropriate valuation methodologies; Analyze financial, industry, economic, and market information to develop evidence-based conclusions; Develop and communicate investment recommendations defining thesis, valuation, catalysts, and risks; Engage with company management teams and industry experts to deepen research; Evaluate macro factors such as interest rates, credit cycles, and regulation affecting the sector
Seniority
Junior, hands-on IC