Equity Research Analyst - U.S. Equity Investments

An established institutional investment management firm is seeking an Equity Research Analyst to join its U.S. equity investment team.

The position focuses primarily on fundamental research of publicly traded U.S. companies, financial modeling, equity valuation, and the development of investment recommendations. The successful candidate will work closely with portfolio managers and senior investment professionals in supporting investment decisions within a long-term, fundamentally driven equity investment strategy.

We are seeking an investment professional with approximately 3–5 years of hands-on experience in fundamental equity research, preferably gained in a sell-side equity research team, asset management firm, hedge fund, or other institutional investment environment.

Key Responsibilities

Fundamental Equity Research & Valuation

• Conduct in-depth fundamental research on publicly traded U.S. companies, including financial statement analysis, business models, competitive positioning, and industry trends.
• Build, maintain, and update company financial models, including earnings forecasts, three-statement projections, DCF, and comparable company valuations.
• Analyze quarterly earnings results, management guidance, company developments, and industry trends.
• Develop investment theses, valuation assessments, and stock recommendations.
• Identify and evaluate potential investment opportunities across sectors.

Investment Analysis & Portfolio Support

• Prepare company research reports, investment memoranda, and presentations for portfolio managers and investment committee discussions.
• Present research findings, valuation assumptions, investment opportunities, and associated risks.
• Monitor existing portfolio holdings and evaluate developments affecting investment performance.
• Participate in investment strategy discussions and collaborate with portfolio managers and other investment professionals.

Additional Investment & Portfolio Responsibilities

• Support equity trade execution and related portfolio activities.
• Assist with portfolio monitoring, performance analysis, cash flows, and corporate actions.
• Maintain investment databases, portfolio tracking tools, and investment reports.
• Support portfolio risk monitoring, compliance processes, and investor reporting.

Required Qualifications

• Approximately 3–5 years of professional experience conducting fundamental equity research on publicly traded companies in a sell-side or buy-side investment environment.
• Hands-on experience analyzing company financial statements, earnings results, business fundamentals, and industry dynamics.
• Practical experience building and maintaining financial models and performing equity valuation analysis, including DCF and comparable company methodologies.
• Experience contributing to investment theses, equity research reports, stock recommendations, or investment decision-making.
• Strong understanding of U.S. public equity markets and fundamental investment analysis.
• Strong analytical, written communication, and presentation skills.
• Advanced proficiency in Microsoft Excel.
• Bachelor's degree in Finance, Economics, Accounting, or a related field.

Preferred Qualifications

• Experience covering individual companies or industry sectors within a professional equity research team.
• Experience presenting research findings or investment recommendations to senior analysts, portfolio managers, or investment committees.
• Familiarity with Bloomberg, FactSet, Capital IQ, or comparable financial research platforms.
• CFA designation or progress toward CFA.
• Exposure to portfolio monitoring, investment management, or equity trading activities.