AVP Equity Analyst

Social Capital Resources; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Social Capital Resources in New York seeks an Equity Analyst to join its U.S. Equity team focused on Information Technology. You will perform fundamental, bottom-up research on U.S.

technology names and contribute to the team’s research process. The role requires strong modeling, valuation, and communication skills, with exposure to Bloomberg or FactSet preferred and CFA progress considered a plus. Collaboration with senior analysts and portfolio managers across domestic and international teams

Qualifications

• Experience 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/desig. and Python/SQL experience are a plus.

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.

Skills

Equity research

Financial modeling

Valuation

Analytical thinking

Communication skills

Quantitative analysis

Education

CFA in progress

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.