Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Equity Research Analyst

Oliver James Associates

Private Equity Finance Analyst Please note: Candidates must have prior private equity experience, including three-statement modelling, valuation analysis, leveraged returns, scenario and sensitivity analysis, and investment underwriting. This is not an entry-level position; therefore, recent graduates will not be considered. Candidates must also be currently based in the New York metropolitan area. Applications requiring domestic or international relocation will not be considered. We are partnering with a private equity firm investing in a unique and highly specialized asset class to appoint a Finance Analyst. Reporting to the VP of Finance, with direct exposure to the CFO and senior leadership, this role will support the financial oversight of a $6 billion private equity fund. It offers a strong combination of fund finance, investment analysis, investor communication and deal execution. Key Responsibilities Build and maintain detailed private equity investment models for new and existing investments. Perform valuation analysis, cash-flow forecasting, scenario analysis and sensitivity testing. Model investment returns, including IRR, MOIC, cash-on-cash returns and exit scenarios. Assess transaction structures, financing assumptions and the impact of leverage on returns. Analyze potential investments and present findings and recommendations to the CFO and senior leadership. Monitor portfolio performance against underwriting assumptions and identify key variances. Support the financial oversight and reporting of a $6 billion private equity fund. Prepare fund-level financial analysis and reporting in accordance with US GAAP. Produce investor reporting and respond to financial and transaction-related inquiries. Partner with investment, finance and operations teams throughout the deal-execution process. Improve financial models, reporting tools and analytical processes. Key Requirements Experience in fund accounting, fund finance, transaction services or investment analysis. Strong knowledge of US GAAP and private equity fund structures. Advanced financial modelling and analytical capabilities. Excellent attention to detail and ability to manage multiple priorities. Strong written and verbal communication skills. Confidence presenting complex financial information to senior stakeholders. Commercial mindset with a genuine interest in investments and deal execution. This is an excellent opportunity to join a growing private equity platform, gain direct exposure to senior leadership and investors, and develop experience across both fund finance and the investment process. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Equity Research Analyst in New York, NY vacancy
  • $200k - $300k

     ...026-08-17Location: New York, New York, United StatesSalary: $200,000.00 - $300,000.00Category: Research, ExecutiveCompany: CitiCiti is looking for an Equity Research Analyst to lead high-profile coverage across the Information Services sector, delivering thought-leading... 
    Suggested
    Full time
    Work at office
    Remote work

    Citigroup

    New York, NY
    2 days ago
  •  ...and good at building relationships, triangulating data, and solving puzzles? You have found the right team!As an Associate in Equity Research covering Retailing - Hardlines/Broadlines, you will become an industry expert, helping to conduct and facilitate industry analysis... 
    Suggested

    JP Morgan Chase

    New York, NY
    23 hours ago
  • $175k - $250k

     ...Location: New York, New York, United StatesSalary: $175,000.00 - $250,000.00Category: Research, ProfessionalCompany: CitiCiti Research is seeking a Vice President Equity Research Analyst to join the Banks research team, contributing to differentiated, high-quality... 
    Suggested
    Full time
    Work at office
    Remote work

    Citigroup

    New York, NY
    23 hours ago
  •  ...Rating Agency, LLC is seeking an Associate/Associate Director to join their Funds Ratings team in New York. This role involves credit research on various funds and assisting in the development of rating and analytical tools. The ideal candidate will possess strong... 
    Suggested

    KBRA

    New York, NY
    2 days ago
  •  ...Equity Research Analyst (Entry-Level) – Career Launch AI Talent Network About This Role Equity Research roles like this — especially at top banks — rarely get posted publicly. They often fill roles through referrals or targeted outreach. This posting is a sample from our... 
    Suggested
    Internship

    TEEMA Solutions Group

    New York, NY
    4 days ago
  •  ...A leading investment bank is looking for an entry-level Equity Research Analyst to support coverage of a high-growth sector. This role involves building financial models, preparing earnings previews, and conducting market research. Candidates should possess strong accounting... 
    Internship

    TEEMA Solutions Group

    New York, NY
    4 days ago
  • $110k - $140k

     ...experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals,...  ...that matter to you. Role SummaryRole provides fundamental equity research support for our Capital Appreciation teamThe Capital Appreciation... 
    Full time
    Work experience placement
    Local area
    Remote work
    1 day per week

    T. Rowe Price

    New York, NY
    23 hours ago
  • $300k

     ...English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.Essential Duties and... 
    Full time
    Part time
    Shift work
    Day shift

    Truist

    New York, NY
    4 days ago
  •  ...Vice President, Equity Research Analyst, Impact Investing About the Company Globally-recognized investment management firm Industry Financial Services Type Public Company Founded 1939 Employees 1001-5000 Categories Financial Services... 
    Work at office

    Confidential

    New York, NY
    23 hours ago
  •  ..., is building a small, elite team of Applied AI Analysts - seasoned finance practitioners from fundamental research, data science, and portfolio and risk management...  ...Bring Required: 3-7 years of experience in a core equity research function at a top-tier hedge fund,... 
    Immediate start

    Workaholic360

    New York, NY
    1 day ago
  • TD Securities in New York (on-site) seeks an Equity Research Associate focused on Consumer Restaurants to support published research and forecasting. You will compile data, build models, and contribute to initiating coverage and thematic reports under senior guidance. The... 

    TD Bank Group

    New York, NY
    3 days ago
  •  ...acquired part of CNBC, is building the next generation ofAI-powered equity research for individual investors. We continue operatinglike a startup...  ...research looks like. 2. Senior Applied AI Equity Research Analyst We're looking for a highly driven and intellectually curious... 
    Work at office

    Stock Story Inc.

    New York, NY
    10 hours ago
  •  ...Tomatoes, GolfNow and GolfPass. We're looking for a highly driven and intellectually curious equity analyst to join our team to build a new generation of AI-powered equity research. This role is designed for investors who still want to apply and sharpen their fundamental... 
    Work at office
    Local area

    Versant

    New York, NY
    4 days ago
  • BTIG seeks a Supervisory Analyst to help support the team’s equity research report editing and publishing. BTIG’s Research and Strategy Team has over 25 publishing analysts that offer in-depth, fundamental equity research for institutional investors across the consumer... 
    Hourly pay
    Full time
    Contract work
    For contractors
    For subcontractor
    H1b
    Work at office
    Remote work

    BTIG

    New York, NY
    2 days ago
  • $125k - $200k

    A leading global alternative investment firm in New York seeks an equity research analyst. Responsibilities include building financial models, conducting in-depth industry research, and collaborating with analysts. Candidates should possess over one year of relevant experience... 

    Point72 Asset Management, L.P

    New York, NY
    1 day ago
  •  ...Communications Services & Infrastructure sector, delivering high-quality investment insights for global equity investors. You will work with a respected, objective research team to inform decisions and client relationships. The role emphasizes financial modelling, earnings... 

    Citigroup Inc.

    New York, NY
    4 days ago
  •  ...seeking a Senior Associate to support the Diversified Financials equity research team. You will contribute to financial modeling, earnings previews, and industry deep-dives, collaborating with senior analysts and engaging institutional clients. The role emphasizes... 
    Work at office
    Remote work

    Citigroup Inc.

    New York, NY
    4 days ago
  • TD Bank in New York, NY is seeking an experienced analyst to provide market research support and publish comprehensive analysis on corporations, industries, and financial markets. You will compile data, build models, and assist in forecasting while collaborating with senior... 

    CFA Institute

    New York, NY
    4 days ago
  • $150k - $250k

    Job Title Equity Research Analyst- Small/Mid Cap, Technology and Industrial Sector Reports to (title) EVP, Portfolio Manager Company Description Founded in 1964, Alger is widely recognized as a pioneer of growth-style investment management. Headquartered in New York City... 
    Contract work
    Work experience placement
    Work at office

    Alger

    New York, NY
    4 days ago
  • Morgan Stanley's Equity Research group seeks an Analyst in New York to build earnings and valuation models, write research notes, and partner with US and global teams to deliver timely analyses for investors and internal desks. The role requires 3+ years in Equity Research... 

    16 MS & Co., LLC

    New York, NY
    1 day ago
  • TD Securities in New York seeks an analyst to provide market research support, publishing high-quality analysis on corporations, industries, and markets. The role requires in-depth knowledge to run data analysis, build models, and contribute to research reports. Qualifications... 

    TD Securities (USA) LLC

    New York, NY
    3 days ago
  • We are helping a renowned Chinese Investment Bank looking for an Analyst. Candidates are expected to conduct the followings: Working in the Equity Research team your role will involve detailed industry level and company specific analysis of different sectors Have exposure... 
    Work experience placement

    Headrefer.com Limited

    New York, NY
    2 days ago
  • $150k - $185k

     ...leading investment firm located in New York is seeking a buy-side research analyst to join their international team. The candidate must possess...  .... Responsibilities include conducting in-depth research for equity securities and collaborating with senior management. This... 

    Ariel Investments

    New York, NY
    2 days ago
  • $225k - $250k

     ...Jennings Base pay range $225,000.00/yr - $250,000.00/yr Investment Banking & Valuation - Recruitment Consultant at Selby Jennings Equity Research Analyst - Role Overview Position Summary Seeking an experienced Equity Research Analyst with deep sector knowledge. This role is... 

    Selby Jennings

    New York, NY
    2 days ago
  • Monness, Crespi, Hardt & Co. Inc. seeks a Sell-Side Equity Research Analyst with an Infrastructure/Industrials focus. You will conduct fundamental analysis of sector companies, build robust financial models, and analyze industry data to publish timely research reports.... 

    Monness, Crespi, Hardt & Co., Inc.

    New York, NY
    4 days ago
  •  ...part of CNBC, is building the next generation of AI-powered equity research for individual investors. We continue operating like a startup...  ...modern equity research looks like. 2. Applied AI Equity Research Analyst We're looking for a highly driven and intellectually curious... 
    Work at office

    Stock Story Inc.

    New York, NY
    23 hours ago
  • Neuberger is seeking an experienced Research Analyst to advance stock selection within the Equity Impact team. The role collaborates with Global Equity Research and Data Science to deliver investment ideas rooted in fundamental and sustainability research. You will support... 

    Neuberger

    New York, NY
    23 hours ago
  • $180k - $220k

    A global quantitative asset management firm is seeking an Equity Research Analyst - Consumer Sector based in New York. This role involves contributing long/short investment ideas and covering a broad universe of mid to large cap equities. The ideal candidate should have... 

    Capital Fund Management (CFM)

    New York, NY
    2 days ago
  •  ...financial modeling experience, and a passion for research. You will produce industry reports, interact with...  ...help develop key market themes alongside senior analysts. The candidate should have at least 1 year in equity research, investment banking, or related data-heavy... 

    Bank of America

    New York, NY
    4 days ago
  • Bessemer Trust in New York seeks an experienced analyst to join a small team of investment professionals committed to rigorous, research-driven investing. The role emphasizes long-term thinking, solid cash-flow fundamentals, and disciplined stock selection. You will build... 

    Bessemer Trust

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Equity Research Analyst. Be the first to apply!