AVP Equity Analyst

Social Capital Resources; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

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

technology firms, build and maintain financial models, and generate earnings estimates and valuation analyses. You will analyze filings and industry developments, develop investment theses and stock ideas, prepare materials for investment committees, and collaborate with senior analysts and portfolio managers across

Qualifications

• Strong background in fundamental equity research and U.S. public equities.
• Experience with financial modeling, earnings estimates, and valuation analyses.
• Excellent analytical, quantitative, and communication abilities.

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.

Skills

Financial modeling

Analytical abilities

Communication

Education

CFA progress

Tools

Bloomberg

FactSet

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.