AVP Equity Analyst

Social Capital Resources; New York (NY); On-site; USD 90,000 - 150,000; 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 companies, build financial models, analyze earnings and SEC filings, and develop investment theses. The role requires strong analytical and communication skills and familiarity with Bloomberg, FactSet, and data tools; CFA progress is a plus.

Qualifications

• Strong background in fundamental equity research and U.S. public equities.
• Expertise in financial modeling, earnings estimates, and valuation.
• CFA progress/designation and Python/SQL 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.

Skills

Equity research

Financial modeling

Valuation

Analytical skills

Communication

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.