Equity Analyst

Jobs2Web; Newport Beach (CA); On-site; USD 90,000 - 135,000; Full time

Job summary

Irvine Company’s Equity Analyst position is an in-office, team-oriented role in which you will support senior analysts, evaluate investments, and build financial models. You will prepare written investment reports and provide timely investment recommendations while staying current on industry trends.

Ideal candidates have at least 1 year in equity research, proficiency with Bloomberg and Excel plug-ins, and CFA Level I progress, with strong analytical and communication skills and a passion for

Qualifications

• Bachelor’s degree in finance, economics, business, or related field.
• At least 1 year of experience in an equity research role at a buy‑side or sell‑side firm
• Experience using Bloomberg terminal and Excel plug‑in
• Experience using Enfusion or similar investment management system
• Proficiency in financial modeling, equity valuation, and GAAP accounting
• Strong analytical, quantitative, and communication skills, with exceptional attention to detail
• Expertise in Microsoft Excel
• Compatible investment philosophy and a genuine passion for investing
• Intellectual curiosity and humility; willingness to collaborate and be mentored
• Problem solver with the ability to prioritize tasks and meet firm deadlines
• Positive attitude and team player
• Strong work ethic, high moral integrity
• Proficiency in VBA or other programming languages
• Passed CFA Level I exam

Responsibilities

• Support Sr. Equity Analysts with sector-specific coverage responsibilities
• Analyze existing and prospective investment opportunities
• Prepare and produce well-researched and well-reasoned analyses
• Build and maintain financial and valuation models
• Prepare materials and exhibits for senior management meetings
• Monitor news and developments for assigned companies and sectors
• Interface with portfolio management & accounting systems to produce custom reports
• Complete time-sensitive projects and ad hoc analyses

Skills

Financial modeling

Equity valuation

GAAP accounting

Microsoft Excel

VBA

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

Bloomberg terminal

Enfusion

Excel plug-in

Job description

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The Equity Analyst position is part of the Company's Investment Division. Activities specificto this role include: supporting Sr. Equity Analysts; evaluating equity investments;performing sector and company‐specific research; preparing written investment reports;providing timely investment recommendations; building financial and valuation models;performing special projects; and maintaining in‑depth knowledge of economic, market, andindustry trends. This is an in‑office, team‑oriented position that encourages rapid growth throughintensive training, mentoring, and collaboration.

• Support Sr. Equity Analysts with sector‑specific coverage responsibilities
• Analyze existing and prospective investment opportunities
• Prepare and produce well‑researched and well‑reasoned analyses
• Build and maintain financial and valuation models
• Prepare materials and exhibits for senior management meetings
• Monitor news and developments for assigned companies and sectors
• Interface with portfolio management & accounting systems to produce custom reports
• Complete time‑sensitive projects and ad hoc analyses

Minimum Qualifications / Other Expectations:

Education:

• Bachelor’s degree in finance, economics, business, or related field

Experience:

• At least 1 year of experience in an equity research role at a buy‑side or sell‑side firm
• Experience using Bloomberg terminal and Excel plug‑in
• Experience using Enfusion or similar investment management system

Knowledge, Skills and Abilities:

• Proficiency in financial modeling, equity valuation, and GAAP accounting
• Strong analytical, quantitative, and communication skills, with exceptional attention to detail
• Expertise in Microsoft Excel
• Compatible investment philosophy and a genuine passion for investing
• Intellectual curiosity and humility; willingness to collaborate and be mentored
• Problem solver with the ability to prioritize tasks and meet firm deadlines
• Positive attitude and team player
• Strong work ethic, high moral integrity
• Proficiency in VBA or other programming languages

Licenses and Certificates:

• Passed CFA Level I exam

About Us:

Irvine Company is a privately held real estate investment company and master‑planner committed to creating and sustaining communities that thrive for generations.

Irvine Company is respected for its master planning and environmental stewardship of the Irvine Ranch in Orange County, including diversified operations throughout coastal California. Irvine Company brings to life neighborhoods and sustainable communities with a full range of housing, jobs, retail centers, schools, parks and open space.

We take as much pride in our employee community as we do the communities we create. It’s an environment populated with talented and experienced people, a collaborative spirit and abundant opportunities.

Irvine Company is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, compensation, termination, and training, without regard to race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship status, marital status, pregnancy, age, medical condition, genetic information, military and veteran status, disability, or any other basis protected by federal, state, and local law. Reasonable accommodation is available for qualified individuals with disabilities, upon request.