Equity Research Analyst - Fundamental Research (New York)

An established U.S.-based institutional investment management firm is seeking an Equity Research Analyst to support its U.S. public equity investment activities. The firm manages long-term institutional capital and emphasizes fundamental company analysis, disciplined valuation, and long-term investment decision-making.

Position Overview

The Equity Research Analyst will be responsible for conducting fundamental research on publicly traded U.S. companies, developing financial models, and providing investment recommendations to portfolio managers and senior investment professionals.

The position requires prior professional experience in equity research, including company financial analysis, valuation, and the development of investment theses.

The role offers an opportunity to broaden sector coverage, contribute to portfolio investment decisions, and develop further expertise within a long-term institutional investment environment.

Key Responsibilities

Fundamental Equity Research & Valuation

• Conduct fundamental research on publicly traded U.S. companies, including analysis of financial statements, business models, competitive positioning, and industry dynamics.
• Develop and maintain detailed financial models, including three-statement projections, discounted cash flow (DCF), comparable company valuations, and sensitivity analyses.
• Analyze quarterly earnings, financial performance, management guidance, and industry developments.
• Develop investment theses and provide well-supported stock recommendations based on fundamental analysis and valuation.
• Monitor existing portfolio holdings and identify potential investment opportunities across sectors.

Investment Analysis & Portfolio Support

• Prepare written equity research reports, company analyses, and investment presentations for portfolio managers and investment committee discussions.
• Present research findings, valuation assumptions, investment opportunities, and potential risks.
• Support portfolio reviews, performance analysis, and investment decision-making.
• Collaborate with portfolio managers and other investment professionals on research and portfolio-related activities.

Required Qualifications

• 3–8 years of full-time professional experience in fundamental public equity research , preferably within an asset management firm, investment management company, or sell-side equity research team. Academic projects and internships alone do not satisfy this requirement.
• Direct professional experience researching publicly traded companies and developing company-specific investment analyses or recommendations. Experience limited to trading operations, portfolio administration, wealth management, or financial advisory services does not meet this requirement.
• Strong hands-on experience building financial models, including financial statement projections, DCF analysis, and relative valuation.
• Demonstrated ability to analyze corporate earnings, financial statements, industry trends, and company fundamentals.
• Experience preparing written investment research reports, stock pitches, or investment recommendations for portfolio managers, research analysts, or institutional investors.
• Strong analytical, written communication, and presentation skills.
• Bachelor's degree in Finance, Economics, Accounting, or a related discipline.

Preferred Qualifications

• Buy-side or sell-side equity research experience covering U.S. listed companies.
• Exposure to multiple industry sectors or a demonstrated ability to expand research coverage.
• CFA designation or progress toward CFA.
• Familiarity with Bloomberg, FactSet, Capital IQ, or similar financial research platforms.