Equity Analyst/ AVP -IT Sector

PASONA NA, INC; New York (NY); On-site; USD 155,000 - 175,000; Full time

Job summary

A global asset management firm in New York is seeking an Equity Research Analyst focused on the Information Technology sector to support fundamental research and investment recommendations for U.S. equities.

The role emphasizes building detailed financial models, analyzing results and developing stock calls, with collaboration across senior and global teams. AAVP level expected with strong quantitative and communication skills.

Qualifications

• 3–5+ years of equity research or investment management experience
• Strong knowledge of U.S. public equities
• Experience covering technology/IT companies preferred
• Strong financial modeling, accounting and valuation skills
• Experience with Bloomberg, FactSet or similar platforms; advanced Excel skills

Responsibilities

• Conduct fundamental research on U.S. technology companies
• Build and maintain detailed financial models and earnings forecasts
• Analyze quarterly results, SEC filings, company guidance and industry trends
• Perform valuation and scenario analysis
• Develop investment theses, target prices and stock recommendations
• Identify new investment opportunities
• Present research and investment views to portfolio managers
• Work closely with senior analysts and global investment teams

Skills

Equity research experience

U.S. public equities

Financial modeling

Accounting and valuation

Python/SQL (plus)

Education

Bachelor’s degree in Finance/Accounting/Economics

CFA in progress (preferred)

Tools

Bloomberg

FactSet

Excel

Job description

Equity Analyst – Information Technology

Location: New York, NY

Level: Assistant Vice President

Base Salary: $155,000–$175,000 base salary + discretionary bonus and benefits.

A global asset management firm is seeking an Equity Research Analyst to join its U.S. Equity team in New York. The role will focus primarily on the Information Technology sector and support fundamental research and investment recommendations for U.S. equities.

Responsibilities

• Conduct fundamental research on U.S. technology companies
• Build and maintain detailed financial models and earnings forecasts
• Analyze quarterly results, SEC filings, company guidance and industry trends
• Perform valuation and scenario analysis
• Develop investment theses, target prices and stock recommendations
• Identify new investment opportunities
• Present research and investment views to portfolio managers
• Work closely with senior analysts and global investment teams

Qualifications

• 3–5+ years of equity research, investment management or similar experience
• Strong knowledge of U.S. public equities
• Experience covering technology/IT companies strongly preferred
• Strong financial modeling, accounting and valuation skills
• Experience with Bloomberg, FactSet or similar platforms
• Advanced Excel skills
• Python or SQL experience is a plus
• Strong written and verbal communication skills
• Bachelor’s degree in Finance, Accounting, Economics or related field
• CFA or progress toward CFA preferred, but not required