Analyst, Equity Growth Investing

Growth Equity Interview Guide; Foster City (CA); On-site; USD 125,000 - 180,000; Full time

Benefits offered by this job

100% medical coverage for employees

401(k) plan with contributions

Professional development support for s

Paid sabbatical program

Annual company retreat

Volunteer events & charitable matching

Job summary

Summitry is seeking an Equity Analyst to join our Foster City team. You will be at the heart of the investment process, researching opportunities, building financial models, and presenting recommendations.

You’ll monitor a concentrated portfolio and develop relationships with management teams and industry participants to support investment theses. Your background includes a Bachelor’s degree and 5+ years in equity research, with strong modeling and valuation skills.

Qualifications

• Bachelor’s degree required.
• CFA designation or progress towards it preferred.
• 5+ years of equity research experience.
• Strong financial modeling and valuation skills.
• Independent thinker with a collaborative mindset.
• Passion for investing and commitment to research.

Responsibilities

• Research and pitch investment ideas across various sectors.
• Build and maintain financial models and valuation analyses.
• Write investment memos and present recommendations.
• Monitor portfolio holdings and recommend changes as needed.
• Develop relationships with management teams and industry participants.
• Communicate investment theses to clients and advisors.

Skills

Equity research

Financial modeling

Valuation

Independent thinking

Collaborative mindset

Communication

Education

Bachelor’s degree

CFA designation or progress towards it

Job description

Summitry is looking for an Equity Analyst to join their team in Foster City. In this role, you’ll be at the heart of their investment process, researching and analyzing investment opportunities. You’ll build financial models, present your findings, and help manage a concentrated portfolio. This is a great opportunity for someone passionate about investing and looking to make a real impact.

What You’ll Do

• Research and pitch investment ideas across various sectors
• Build and maintain financial models and valuation analyses
• Write investment memos and present recommendations
• Monitor portfolio holdings and recommend changes as needed
• Develop relationships with management teams and industry participants
• Communicate investment theses to clients and advisors

What You Need

• Bachelor’s degree; CFA designation or progress towards it preferred
• 5+ years of equity research experience
• Strong financial modeling and valuation skills
• Independent thinker with a collaborative mindset
• Passion for investing and commitment to research

What You’ll Love

• Comprehensive health benefits including 100% medical coverage for employees
• 401(K) retirement plan with contributions
• Professional development support for certifications
• Paid sabbatical program for long-tenured employees
• Annual company retreat for employees and their families
• Firm-sponsored volunteer events and charitable matching

About the Firm

• Summitry is a wealth management firm based in the Bay Area
• They manage over $4B in assets and have more than 1,000 clients
• The firm focuses on personalized financial planning and investment strategies
• They aim to help families thrive amid unique challenges