Vice President Equity Research

We are hiring a Vice President for Equity Research to act as an internal equity analyst for the company.

This role is deeply research-driven and analytically focused , with primary responsibility for:

• Financial and operating model development
• Industry and peer benchmarking
• Long-term capital allocation analysis

This is not an Investor Relations role.

The VP will not be responsible for investor messaging, earnings scripts, roadshows, or market-facing communications. Instead, this role exists to challenge internal assumptions, surface risks, and support executive decision-making with unbiased, investor-grade analysis.

Key Responsibilities

1. Fundamental Equity Research & Valuation

• Build and maintain bottom-up financial models (DCF, trading comps, transaction comps).
• Perform long-term scenario analysis to assess valuation sensitivity to operating, market, and capital structure changes.
• Independently assess whether the company is fairly valued, undervalued, or structurally constrained , from an investor perspective.

2. Industry & Peer Benchmarking

• Conduct continuous peer group analysis across growth, margin structure, unit economics, capital intensity, and valuation multiples.
• Track public market expectations and identify where internal views diverge from market reality .
• Provide executive-ready insight on competitive positioning and relative valuation drivers.

3. Internal Investment Committee Support

• Serve as an internal advisor on strategic initiatives , including acquisitions, divestitures, large investments, and new business lines.
• Prepare investment-style memos evaluating ROI, risk-adjusted returns, and capital efficiency.
• Support management in capital allocation decisions through an objective, research-based lens.

4. Executive Decision Support

• Act as a thought partner to the CFO and CEO , bringing an external investor mindset into internal discussions.
• Translate complex financial and operating data into clear, decision-oriented insights (not marketing narratives).
• Proactively identify blind spots, downside risks, and structural concerns before they surface externally.

Ideal Candidate Profile

• 10+ years of experience in Equity Research, Buy-side investing, or fundamental investing roles .
• Strong foundation in valuation, modeling, and financial analysis .
• Experience covering public companies in a research or investment capacity.
• Exposure to strategic finance or corporate decision-making is a plus, but research rigor comes first .

Skills & Mindset

• Deep comfort with financial models — this is a hands-on analytical role , not a managerial-only position.
• Ability to think independently and challenge management assumptions constructively .
• Investor-grade judgment with strong intellectual honesty.
• Clear, structured communicator with the ability to present complex insights to senior executives.