Senior Analyst - Equity Analysis
Core
Senior contributor delivering investment research, building client relationships, and driving strategic initiatives for financial advisors and institutional partners.
Role type
Senior IC equity analyst (client-facing)
Builds
Investment research reports, quantitative analyses, thought leadership content, and client-facing presentations
Domain
Financial services / Equity analysis
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment research, portfolio analysis, quantitative analysis, client relationship management, project management, market intelligence gathering, financial market monitoring
Preferred skills
CFA charterholder, investment research platforms, portfolio analytics, financial market data systems, data visualization, wealth management knowledge
Technologies
Excel, investment research platforms, portfolio analytics tools, financial market data systems
Responsibilities
Conduct and communicate investment research and market analysis to clients; Develop and present research reports and quantitative analyses; Build and manage relationships with financial advisors and asset managers; Lead and execute projects supporting business growth and product development; Support client events, conferences, and webinars; Monitor financial markets and industry trends to communicate insights
Seniority
Senior, hands-on IC