Equity Analyst
StevenDouglas
Job Description
The Private Wealth Management Group at StevenDouglas is representing several Wealth Managment firms (RIAs) in the NYC metro area. Our clients ($5B-$20B AUM) need Equity Analysts to cover specific sectors and educate their PMs/Advisors on the latest findings. Buy-side experience is highly desired. Sales-side experience acceptable, prefer coverage of Financial Sector. CFA or progress towards is highly preferred. A few highlights of the roles:
\n \n- \n
- Maintain detailed financial models and valuation analyses. \n
- Prepare investment research reports, stock pitches, and sector updates for the portfolio management team and the investment team. \n
- Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas. \n
Highly competitve compensation and a path towards leadership. Will discuss further with qualified candidates.
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