Senior Equity Analyst (Charlotte)

Senior Equity Analyst / Portfolio Manager – Institutional Indexing

Linden Thomas & Company | Charlotte, NC

Employment Type: Full-Time | In-Office

Schedule: Monday–Friday, 8:00 AM–5:00 PM

Position Overview

Linden Thomas & Company is seeking an experienced Senior Equity Analyst / Portfolio Manager to play a key role in the firm's investment research, portfolio construction, and institutional indexing strategies.

The ideal candidate will possess a strong background in equity analysis, portfolio management, and quantitative investment strategies, with an emphasis on index-based portfolio construction, performance evaluation, and risk management.

This individual will work directly with the firm's founder, senior portfolio managers, and investment team to develop, implement, and monitor customized equity portfolios and proprietary investment strategies.

The position requires a highly analytical, detail-oriented professional who is comfortable managing substantial responsibilities in a fast-paced investment management environment.

Key Responsibilities

Institutional Indexing & Portfolio Management

• Develop, implement, and manage customized equity portfolios and index-based investment strategies.
• Monitor portfolios relative to established benchmarks, evaluating performance, tracking error, sector exposures, and investment risk.
• Execute portfolio rebalancing, equity trading, and allocation adjustments in accordance with established investment objectives.
• Evaluate portfolio construction methodologies, including security selection, weighting, diversification, and risk controls.
• Support tax-efficient portfolio management strategies, including tax-loss harvesting and the management of realized gains and losses.
• Analyze benchmark composition, index changes, corporate actions, and their implications for portfolio positioning.

Equity Research & Investment Analysis

• Conduct fundamental and quantitative research on publicly traded companies, industries, and broader equity markets.
• Monitor existing investment holdings, market developments, earnings announcements, and economic conditions.
• Identify and evaluate potential investment opportunities through financial analysis, valuation, and comparative research.
• Assist in the development, testing, and ongoing management of proprietary equity investment strategies.
• Prepare research reports and investment recommendations for senior management.

Portfolio Analytics & Reporting

• Perform comprehensive portfolio evaluations for existing and prospective clients.
• Analyze portfolio performance, attribution, risk characteristics, and benchmark comparisons.
• Develop and maintain sophisticated Excel models, financial analyses, and portfolio reporting tools.
• Prepare customized portfolio allocations based on client objectives, risk tolerance, and investment requirements.
• Support investment committee presentations, client reporting, and institutional investment proposals.
• Assist in preparing investment commentary, white papers, and other research-based communications.

Trading & Investment Operations

• Execute equity and fixed-income trades, portfolio reallocations, and client-directed transactions as needed.
• Work with portfolio managers and operations personnel to ensure accurate implementation of investment strategies.
• Monitor trading activity, portfolio cash positions, and investment restrictions.
• Identify opportunities to improve portfolio management processes, analytical capabilities, and operational efficiency.

Required Qualifications

• CFA Charterholder preferred.
• Significant professional experience in equity research, investment analysis, portfolio management, or related investment functions.
• Strong understanding of institutional indexing, equity markets, portfolio construction, and investment risk management.
• Advanced proficiency in Microsoft Excel, including financial modeling, data analysis, and complex portfolio calculations.
• Strong analytical capabilities with the ability to interpret financial data and translate research into actionable investment decisions.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, organizational skills, and ability to manage multiple priorities.
• Ability to work independently while collaborating closely with senior investment professionals.
• Willingness to take ownership of responsibilities and contribute beyond a narrowly defined job function.
• Interest in building a long-term career within a growing, performance-driven investment management firm.

Preferred Qualifications

• Experience with FactSet highly preferred.
• Experience managing index-based, direct indexing, or customized equity portfolios.
• Proficiency with portfolio analytics, risk management, and performance attribution tools.
• Advanced Excel skills, including VBA, VLOOKUP/XLOOKUP, and PivotTables.
• Experience with Morningstar and Zephyr StyleADVISOR.
• Familiarity with tax-aware investing, portfolio optimization, and quantitative equity strategies.
• FINRA Series 7, 65, and/or 66 registrations.
• Experience working with sophisticated high-net-worth and institutional investment portfolios.

Benefits

• Competitive compensation
• 401(k)
• Fully paid health, dental, and vision insurance
• Paid time off
• Daily lunch provided
• Free parking

Why Work Here?

Linden Thomas & Company is a fast-growing, nationally recognized independent wealth management firm headquartered in uptown Charlotte, managing billions of dollars in client assets. Our firm provides sophisticated investment management solutions to high-net-worth individuals, families, and institutional clients. We offer a collaborative, performance-driven environment with direct access to senior leadership, significant professional responsibility, and opportunities for long-term career advancement.

Website:

Office: 516 N. Tryon Street, Charlotte, NC 28202

Job Type: Full-time

Work Location: In person

Relocation: Candidates must be able to work in Charlotte, NC, prior to their start date.