L/S Equity Analyst, Financials

A rapidly growing investment platform with a strong track record across public markets is looking to add a Long/Short Equity Analyst to its Financials team in San Francisco . The role offers the opportunity to work directly alongside an established Portfolio Manager within a highly entrepreneurial environment that emphasizes autonomy, differentiated research, and meaningful contribution to the investment process.

The team takes a concentrated, fundamentally driven approach to investing across the Financials landscape, with flexibility across Banks, Specialty Finance, Insurance, Asset Managers, FinTech, and other diversified financial businesses. This is a high-impact seat for someone looking to operate close to the risk and play an active role in idea generation and portfolio discussions.

Responsibilities:

• Conduct deep fundamental research on publicly traded Financials companies
• Build and maintain detailed financial models, earnings frameworks, and valuation work
• Generate differentiated long and short investment ideas through primary research and independent analysis
• Analyze industry trends, competitive positioning, regulatory developments, and macro drivers impacting the sector
• Participate actively in portfolio discussions, position sizing, and ongoing monitoring of investments
• Engage with management teams, industry participants, consultants, and alternative data sources to develop variant perspectives
• Continuously reassess existing positions and identify new opportunities across the coverage universe

Qualifications:

• 3-6 years of investing experience within public equities, ideally from a hedge fund, long-only asset manager, or public-markets-focused private equity/growth investing environment
• Prior experience covering Financials required
• Strong fundamental investing toolkit, including financial modeling, accounting, and valuation analysis
• Demonstrated passion for equity investing and public markets
• Ability to thrive in a fast-moving, performance-oriented environment with significant accountability
• Self-starter mentality with strong intellectual curiosity and attention to detail