AVP, IT Equity Research — Lead Analyst, Tech Thesis

Madison-Davis, LLC; New York (NY); On-site; USD 155,000 - 175,000; Full time

Job summary

Madison-Davis, LLC, a global asset manager, seeks an AVP-level Equity Research Analyst to cover the Information Technology sector within the U.S. Equity team.

The role spans financial modeling, earnings analysis, investment thesis development, and preparation of investment materials for portfolio managers in New York and Tokyo. The ideal candidate has 3–5+ years of equity research experience, strong modeling skills, and the ability to contribute independently in a collaborative, multicultural

Qualifications

• 3–5+ years of equity research experience required.
• Strong financial modeling skills essential.
• Ability to contribute independently in a collaborative, multicultural environment.

Responsibilities

• Conduct fundamental, bottom-up research on IT sector companies.
• Build and update detailed financial models (income statement, balance sheet, cash flow).
• Analyze earnings, guidance, and disclosures to assess impacts on earnings and valuation.
• Develop investment theses, target prices, and stock recommendations.
• Communicate insights to NY and Tokyo portfolio managers and the Equity Team.

Skills

Financial modeling

Equity research

Data analysis

Communication

Tools

Bloomberg Terminal

Excel

SQL

Job description

Madison-Davis, LLC, a global asset manager, seeks an AVP-level Equity Research Analyst to cover the Information Technology sector within the U.S. Equity team.

The role spans financial modeling, earnings analysis, investment thesis development, and preparation of investment materials for portfolio managers in New York and Tokyo. The ideal candidate has 3–5+ years of equity research experience, strong modeling skills, and the ability to contribute independently in a collaborative, multicultural