Equity Research Analyst

Coda Search│Staffing; New York (NY); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Coda Search is partnering with a boutique investment research platform to fill an Equity Research Analyst role in New York, NY. The position offers a hybrid NYC option or remote work within the U.S. with a competitive base salary and bonus potential.

You will build and refine financial models, generate investment ideas, and write timely research reports. You’ll engage with senior partners and communicate insights to institutional clients.

Qualifications

• Strong analytical foundation from investment banking, consulting, equity research, or direct industry experience.
• Clear, persuasive communication of complex ideas.
• Excel proficiency and attention to detail.
• MBA or CFA designation is a plus.

Responsibilities

• Build and maintain financial models to support coverage decisions.
• Generate investment ideas from company and sector performance.
• Write research reports including new coverage initiation.
• Engage with managing partners to test hypotheses and stress-test analysis.
• Present analysis to institutional clients and other stakeholders.
• Monitor earnings, conference calls, transcripts, and market data relevant to coverage.
• Participate in client and management calls as needed.

Skills

Analytical mindset

Financial modeling

Clear written and verbal communication

Executive-level presentation

Education

MBA CFA in progress/desired

Tools

Excel

Job description

Coda Search is excited to partner with a boutique investment research platform in their search for an Equity Research Analyst. This firm maintains active coverage across multiple sectors, including TMT, BFSI, and Consumer, and Industrial names and is open to candidates with strong analytical backgrounds from many different sleeves of coverage.

Location: New York, NY

Compensation: Competitive base salary, commensurate with experience, plus bonus

(Open to Hybrid in NYC or remote in the U.S. for the right candidate.)

What's in it for you?

• Direct access to senior leadership: Work alongside senior partners with no layers of bureaucracy in between, with exposure to coverage decisions, franchise expansion, and how investment theses are built.
• Creative License: Cover the themes and trends you find most compelling in your sector.
• Client-facing visibility from day one: Build relationships with institutional investors, company management teams, and industry participants.
• A firm built on independence: Join a team that left the traditional bank model to build a research product they believe is more valuable, entrepreneurial, and less encumbered by institutional bureaucracy.
• Sector flexibility: Bring your existing sector expertise or develop new coverage areas within a growing platform that spans multiple verticals.

What will your day look like?

• Build and maintain financial models: Construct and refine detailed company and industry models to support coverage decisions.
• Generate investment ideas: Analyze company and sector performance to identify differentiated, actionable insights for institutional clients.
• Write research reports: Produce industry and company-specific research content, including new coverage initiation where applicable.
• Engage directly with management teams: Speak with Managing Partners to test hypotheses and stress-test analysis.
• Communicate with institutional investors: Present analysis and investment ideas directly to institutional clients, including funds, family offices, and asset managers.
• Monitor ongoing developments: Track earnings reports, conference calls, transcripts, market data, and industry publications relevant to your coverage.
• Participate in client and management calls: Join meetings with investors, company management, and the sales team as needed.

Who are you?

• You have a strong analytical foundation: You've built your skills through investment banking, consulting, equity research, or direct industry experience.
• You communicate with precision: You can distill complex analysis into clear, persuasive investment ideas for sophisticated audiences.
• You're excel-fluent and detail-oriented: Strong modeling and financial analysis skills are core to how you work.
• You bring credibility to your coverage: Whether through prior sell-side research experience or deep industry knowledge, you can speak with authority on the sectors you cover.
• You hold or is working toward relevant credentials: MBA or progress toward a CFA designation is a plus