US Equity Research Analyst - Financial Modelling & Valuation

Unity Growth Investments; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Unity Growth Investments in Hyderabad is hiring a US Equity Research Analyst to support fundamental research and portfolio decisions on US-listed equities (NYSE/NASDAQ). You will own daily market screening, build and maintain 3-statement models, and produce written research on companies and sectors under coverage.

This hands-on role involves digging into earnings, guidance, and revisions, and reading SEC filings and transcripts. Office-based in Hyderabad with US market hours.

Qualifications

• 2-3 years of experience in equity research, investment research, or financial analysis with US market exposure preferred.
• Advanced Excel: complex formulas, pivot tables, data structuring, large-workbook management; VBA/Power Query is a plus.
• Strong grounding in accounting, valuation, and financial statement analysis.
• Ability to read SEC filings and earnings transcripts and extract what matters.
• Clear, concise written English - research notes must be readable and decision-useful.

Responsibilities

• Daily Market Screening & Monitoring of US equities.
• Build and maintain 3-statement models, revenue build-ups, and quarterly earnings models in Excel.
• Run DCF, comparable company, and precedent transaction analyses.
• Write investment theses, initiation notes, earnings previews/reviews, and sector reports.
• Maintain master tracking workbooks and support portfolio reviews.

Skills

Advanced Excel

Equity research

Financial statement analysis

Written English

SEC filings comprehension

Education

Bachelor's or Master's in Finance, Commerce, Economics, or Accounting

MBA (Finance), CFA, CA, or FRM preferred

Tools

Power Query

VBA

Job description

About the Role

We are hiring a US Equity Research Analyst to support fundamental research and portfolio decision-making across US-listed equities (NYSE / NASDAQ).

The analyst will own daily market screening, build and maintain financial models, and produce written research on companies and sectors under coverage.

This is a hands-on research role for someone who enjoys digging into earnings, guidance, and estimate revisions - not a data-entry or reporting job.

Key Responsibilities

Daily Market Screening & Monitoring

• Track US market open/close, index moves, sector rotation and macro drivers (Fed policy, rates, inflation prints, jobs data)
• Process daily analyst upgrade/downgrade and rating-change data from sources such as Seeking Alpha, Zacks, and sell-side notes into structured screens
• Flag estimate revisions, guidance changes, and unusual price/volume action in the coverage universe

Financial Modelling & Valuation

• Build and maintain 3-statement models, revenue build-ups, and quarterly earnings models in Excel
• Run DCF, comparable company, and precedent transaction analyses
• Model forward EPS and revenue trajectories; identify inflection points and margin expansion drivers
• Update models post-earnings and reconcile actuals vs consensus

Company & Sector Research

• Read and interpret 10-K, 10-Q, 8-K filings, earnings call transcripts, and investor presentations
• Cover assigned sectors with depth - semiconductors, AI infrastructure, software, and other high-growth US sectors
• Write investment theses, initiation notes, earnings previews/reviews, and thematic sector reports
• Track competitive positioning, TAM, order backlog, book-to-bill, and other operating metrics relevant to the sector

Portfolio & Reporting Support

• Maintain master tracking workbooks for coverage universe and portfolio holdings with defined formatting standards
• Support periodic portfolio reviews - position sizing, conviction tiering, and trim/exit candidate identification
• Prepare dashboards and summary decks for internal investment discussions

Required Skills & Qualifications

• 2-3 years of experience in equity research, investment research, or financial analysis - US market exposure strongly preferred
• Advanced Excel: complex formulas, pivot tables, data structuring, large-workbook management. VBA/Power Query is a plus
• Strong grounding in accounting, valuation, and financial statement analysis
• Ability to read SEC filings and earnings transcripts and extract what matters
• Clear, concise written English - research notes must be readable and decision-useful
• Comfortable with financial data platforms
• - Bachelor's or Master's in Finance, Commerce, Economics, or Accounting. MBA (Finance), CFA (any level), CA, or FRM preferred

Good to Have

• Prior coverage of semiconductors, AI/data infrastructure, or US tech
• Experience with Python or SQL for data pulls and screening automation
• Exposure to buy-side or KPO research environments (Evalueserve, Acuity, S&P Global, Moody's, Aranca and similar)

Shift & Work Mode

• US market hours - approximately 5:30 PM to 2:30 AM IST (adjusts with US daylight saving) (subject to change to rotational shifts)
• In-office role based in Hyderabad
• Sunday to Friday, aligned to US trading calendar

What We Offer

• Direct ownership of a coverage universe from day one
• Exposure to live portfolio decisions rather than back-office research support
• Structured learning across sectors, valuation methods, and market cycles