Equity Analyst

StevenDouglas; New York (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

StevenDouglas is seeking Equity Analysts to cover specific sectors for several NYC-area wealth management clients. Buy-side experience is highly valued; CFA progress is strongly preferred. You will maintain financial models, prepare research reports and stock pitches, and collaborate with PMs and analysts to develop investment ideas.

Join a team with competitive compensation and a path toward leadership, discussing details with qualified candidates.

Qualifications

• Maintain detailed financial models and valuation analyses.
• Prepare investment research reports, stock pitches, and sector updates for the portfolio management team and the investment team.
• Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas.

Responsibilities

• Maintain detailed financial models and valuation analyses.
• Prepare investment research reports, stock pitches, and sector updates for the portfolio management team and the investment team.
• Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas.

Skills

Financial modelling

Equity analysis

Valuation

Portfolio collaboration

Communication

Education

CFA candidate / progress towards CFA

Tools

Excel

PowerPoint

Bloomberg

Job description

The Private Wealth Management Group at StevenDouglas is representing several Wealth Managment firms (RIAs) in the NYC metro area. Our clients ($5B-$20B AUM) need Equity Analysts to cover specific sectors and educate their PMs/Advisors on the latest findings. Buy-side experience is highly desired. Sales-side experience acceptable, prefer coverage of Financial Sector. CFA or progress towards is highly preferred. A few highlights of the roles:

• Maintain detailed financial models and valuation analyses.
• Prepare investment research reports, stock pitches, and sector updates for the portfolio management team and the investment team.
• Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas.

Highly competitve compensation and a path towards leadership. Will discuss further with qualified candidates.