AVP Equity Analyst

Social Capital Resources; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Social Capital Resources seeks an Equity Analyst to join its U.S. Equity team in New York, focusing on the Information Technology sector. You will conduct bottom-up research on U.S.

technology equities and build robust financial models to support investment theses. You will analyze earnings, SEC filings, and industry developments, develop valuation targets, and communicate insights to portfolio managers. Collaboration with senior analysts and global teams is essential, leveraging Bloomberg,

Qualifications

• Strong fundamental equity research capabilities.
• Solid financial modeling and valuation skills.
• QCs in accounting and financial statement analysis.

Responsibilities

• Conduct bottom-up research on U.S. technology equities.
• Build and maintain financial models, earnings estimates, and valuations.
• Analyze earnings releases, SEC filings, and company disclosures.
• Develop investment theses, targets, and stock recommendations.
• Identify new opportunities and provide actionable insights to portfolio managers.
• Prepare research materials and communicate sector developments to teams.
• Collaborate with senior analysts and portfolio managers across U.S. and international teams.
• Demonstrate strong analytical, quantitative, and communication abilities.
• Experience with Bloomberg, FactSet, or similar tools is preferred.
• CFA progress/designation and Python/SQL experience are a plus.

Skills

Financial modeling

Valuation

Accounting

Analytical abilities

Communication skills

Education

Bachelor's degree in Finance/Accounting

Tools

Bloomberg

FactSet

Python

SQL

Job description

A leading investment firm is seeking an Equity Analyst to join its U.S. Equity team in New York, focused on the Information Technology sector.

Key responsibilities:

• Conduct fundamental, bottom-up research on U.S. technology companies.
• Build and maintain financial models, earnings estimates, and valuation analyses.
• Analyze earnings, SEC filings, company disclosures, and industry developments.
• Develop investment theses, valuation targets, and stock recommendations.
• Identify new investment opportunities and provide actionable insights to portfolio managers.
• Prepare research and investment materials and communicate sector developments to investment teams.
• Collaborate with senior analysts and portfolio managers across U.S. and international teams.
• Strong background in fundamental equity research and U.S. public equities.
• Strong financial modeling, accounting, and valuation skills.
• Excellent analytical, quantitative, and communication abilities.
• Experience with Bloomberg, FactSet, or similar platforms preferred.
• CFA progress/designation and experience with Python, SQL, or other data tools are a plus.