Equity Analyst

Focus Financial Partners; New York (NY); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package including medical, dental, vision, and life insurance

401(k)

Job summary

Focus Financial Partners in New York is seeking an Equity Analyst to join their team. This role involves conducting equity research within the Financials sector, maintaining financial models, and preparing investment reports.

The ideal candidate will have a bachelor's degree, relevant experience in equity research, and strong analytical skills. This is a hybrid position, requiring at least four days in the office, and offers a comprehensive compensation package ranging from $175,000 to $225,000 annually.

Qualifications

• Three or more years of experience in equity research or investment analysis.
• Strong use of AI tools for investment research.
• Attention to detail and ownership over work product.

Responsibilities

• Conduct fundamental equity research on companies within the Financials sector.
• Maintain detailed financial models and valuation analyses.
• Prepare investment research reports and stock pitches for the portfolio management team.

Skills

Financial modeling

Analytical skills

Communication skills

Proficiency in Excel

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Tools

Bloomberg

FactSet

Job description

Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations. The firm currently manages over $12.5 billion in equity, fixed‑income and alternative investments. Our team of portfolio managers averages 35 years of experience and works directly with each client to determine their investment goals and objectives.

We are seeking an Equity Analyst to join Williams Jones’ collaborative team. The analyst will contribute to the team’s coverage of the Financials sector, broadly defined to include Digital Assets, Alternative Asset Managers, Payments, and Fintech Software, while also supporting firm‑wide investment research initiatives. The analyst will take full ownership of their coverage universe and will have direct exposure to the Portfolio Management team – including developing and pitching new ideas to the group.

This is a hybrid position: minimum four days in office.

Primary Responsibilities

The Equity Research Analyst responsibilities include the following but are not limited to:

• Conduct fundamental equity research on companies within the Financials sector, including Digital Assets, Alternative Asset Managers, Payments, Banks, and Fintech Software
• Maintain detailed financial models and valuation analyses
• Prepare investment research reports, stock pitches, and sector updates for the portfolio management team
• Monitor portfolio holdings, industry developments, earnings releases, and regulatory changes across covered sectors
• Synthesize information from earnings calls, SEC filings, expert network interviews, and industry conferences
• Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas
• Present investment recommendations and sector updates to the broader investment team
• Support ad‑hoc research projects across the firm as needed

Qualifications

• Bachelor’s degree required; concentration in Finance, Economics, Accounting, or a related field preferred
• Three or more years of experience in equity research, investment analysis, or a related investment role (buy‑side or sell‑side)
• Financials sector experience is not required – strong fundamental research skills and a willingness to develop sector expertise are what matter most
• Strong financial modeling and valuation skills (comparable company analysis, sum‑of‑the‑parts)
• Excellent analytical, written, and verbal communication skills
• Proficiency in Excel, Bloomberg/FactSet, and financial databases
• Strong use of AI tools and excitement about incorporating AI into the investment research process
• Progress toward CFA designation is a plus but not required
• Intellectually curious, self‑directed, and comfortable working in a collaborative, fast‑paced environment
• Attention to detail with a strong sense of ownership over work product

The annualized “all‑in” compensation range for this role is expected to be between $175,000 and $225,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k).

Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skill set, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].