Autonomous Buy-Side Equity Research Analyst

Aristides Capital; Louisville (KY); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) retirement plan

Relocation or signing-bonus assistance

Paid time off

Work-life balance

Job summary

Aristides Capital in Louisville, KY, is seeking an Equity Research Analyst to join its lean, investment-focused team. You will conduct fundamental research, model companies, and generate long and short ideas while collaborating with portfolio managers.

The role emphasizes ownership and flexibility, with direct access to the PMs and a base salary typically between $150,000 and $180,000, plus relocation or signing considerations.

Qualifications

• Bachelor's degree or equivalent experience.
• Approximately 2-7 years of post-collegiate professional experience in an investment-related environment.
• Experience in equity research, investment management, hedge funds, investment banking, private equity, or another highly analytical finance setting.
• Strong understanding of financial statements, accounting concepts, and company fundamentals.
• Ability to evaluate public companies and identify the most relevant information within financial filings, earnings reports, and management commentary.
• Strong analytical and critical-thinking skills.
• Genuine interest in financial markets and investing.
• Intellectual curiosity and a willingness to explore unfamiliar companies, industries, and investment strategies.
• Ability to independently manage research projects and follow ideas through from initial discovery to conclusion.
• Strong written and verbal communication skills.
• Ability to thoughtfully defend an investment thesis while remaining open to opposing viewpoints and new information.
• High standards of ethics, integrity, accuracy, and attention to detail.
• Ability to work primarily from Aristides Capital's Louisville, Kentucky office.

Responsibilities

• Generate and evaluate new long and short equity investment ideas.
• Conduct detailed fundamental research on public companies across a variety of sectors and market capitalizations.
• Monitor existing portfolio positions and provide timely updates on company-specific developments, earnings, industry trends, and changing investment theses.
• Review earnings releases, SEC filings, financial statements, footnotes, conference calls, and other primary-source materials.
• Build financial and valuation models when appropriate to support an investment thesis.
• Develop differentiated views from market consensus and clearly communicate the reasoning behind those views.
• Prepare written investment research and stock recommendations.
• Present and defend investment ideas to portfolio managers and other members of the investment team.
• Participate in the firm's daily investment discussions and communicate relevant market and company news.
• Attend investor conferences and meet directly with public-company management teams.
• Evaluate information from management meetings and identify details that may materially impact an investment thesis.
• Collaborate with portfolio managers and analysts across strategies rather than working within a rigid coverage structure.
• Contribute to proprietary research tools, datasets, screening processes, quantitative strategies, and other projects when relevant to your background and interests.
• Continuously generate new ideas, learn from rejected theses, and refine research based on feedback and new information.

Skills

Equity research

Financial analysis

Analytical thinking

Communication skills

Ethics and integrity

Investment mindset

Education

Bachelor's degree

Tools

Python

SQL

R

Job description

Aristides Capital in Louisville, KY, is seeking an Equity Research Analyst to join its lean, investment-focused team. You will conduct fundamental research, model companies, and generate long and short ideas while collaborating with portfolio managers.

The role emphasizes ownership and flexibility, with direct access to the PMs and a base salary typically between $150,000 and $180,000, plus relocation or signing considerations.