Equity Research Analyst — Hybrid NYC/Remote

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 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.