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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:

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  • Maintain detailed financial models and valuation analyses.
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  • Prepare investment research reports, stock pitches, and sector updates for the portfolio management team and the investment team.
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  • Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas.
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Highly competitve compensation and a path towards leadership. Will discuss further with qualified candidates.

Vacancy posted 8 days ago
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