Equity Analyst

Alexander Chapman; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Alexander Chapman in New York is seeking an Equity Analyst to join the investment team. You will conduct fundamental research on public companies, build financial models, and develop investment theses.

You will prepare research reports and present findings to senior professionals, monitor portfolio developments, and contribute to investment committee materials.

Responsibilities

• Conduct fundamental research and analysis on public companies across assigned sectors, evaluating business models, competitive positioning, financial performance, and growth prospects.
• Build and maintain detailed financial models, including earnings forecasts, valuation analyses, scenario analyses, and investment return models.
• Perform in-depth company and industry research, assessing market trends, competitive dynamics, management teams, catalysts, and key investment risks.
• Develop investment theses and prepare research reports, presentations, and investment committee materials, communicating key findings and recommendations to senior investment professionals.
• Monitor portfolio companies and relevant market developments, regularly updating investment views based on earnings, company announcements, industry trends, and broader market conditions.

Job description

I am working with a Leading Alternative Investments Firm that is looking to hire an Equity Analyst to join their investment team in New York.

Job Brief:

• Conduct fundamental research and analysis on public companies across assigned sectors, evaluating business models, competitive positioning, financial performance, and growth prospects.
• Build and maintain detailed financial models, including earnings forecasts, valuation analyses, scenario analyses, and investment return models.
• Perform in-depth company and industry research, assessing market trends, competitive dynamics, management teams, catalysts, and key investment risks.
• Develop investment theses and prepare research reports, presentations, and investment committee materials, communicating key findings and recommendations to senior investment professionals.
• Monitor portfolio companies and relevant market developments, regularly updating investment views based on earnings, company announcements, industry trends, and broader market conditions.