Equity Research Analyst - Small/Mid Cap, Technology and Industrial Sector

Alger; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading investment management firm in New York seeks an Equity Research Analyst for the technology and industrial sectors. The role involves analyzing financial data, collaborating with portfolio managers, and generating investment ideas. Ideal candidates should have extensive experience in buy-side analysis and a strong understanding of growth companies. The firm offers competitive compensation and a dynamic work environment.

Benefits

Discretionary bonus

Excellent benefits

Community involvement opportunities

Qualifications

• Minimum 8+ years buy-side experience or equivalent industry training.
• At least 5+ years of experience in the technology and/or industrial sectors.

Responsibilities

• Analyze financial statements and conduct management interviews.
• Create internal quantitative reports to identify promising stocks.
• Engage with sell-side analysts and company management.

Skills

Financial Modeling

Industry Analysis

Communication

Problem Solving

Teamwork

Education

Bachelor’s degree in finance, science, mathematics, engineering, liberal arts, or related field

MBA

CFA

Job description

Job Title:

Equity Research Analyst– Small/Mid Cap, Technology and Industrial Sector

Reports to (title):

EVP, Portfolio Manager

Company Description:

Founded in 1964, Alger is recognized as a pioneer of growth-style investment management. Headquartered in New York City with offices in Boston and London, Alger offers access to growth equity separate accounts, mutual funds, and private investment vehicles for institutional investors and financial advisors. Our investment philosophy focuses on discovering companies undergoing Positive Dynamic Change, a strategy we have employed for over 50 years.

Our Investment Team, comprising over 60 professionals led by portfolio managers and senior analysts, drives the firm's long-term investment success. We cover a range of strategies from U.S. small cap to international growth stocks, emphasizing creative, independent thinking and rigorous analysis. Our small, boutique culture encourages analyst responsibility and talent development.

Location:

Based in New York City’s Financial District, Alger offers excellent benefits and community involvement opportunities, including charitable activities through the Alger Candlelight Giving Program. Recognized as a charity-oriented workplace, we take pride in our community engagement and investment success.

Job Description:

Alger seeks a bright, enthusiastic Analyst to support the technology and industrial sectors within our U.S. Small and Mid Cap team. Ideal candidates are passionate about investing, eager for responsibility, and thrive in dynamic environments. Your industry knowledge will enhance team performance and influence portfolio decisions through research and analysis.

This role involves working closely with portfolio managers to generate investment ideas and collaborate with industry contacts, analysts, and company management to develop investment theses.

Duties & Responsibilities:

1. Analyze financial statements, conduct management interviews, build financial models, and write research reports.
2. Create and utilize internal quantitative reports to identify promising small and midcap stocks.
3. Track and report on technology sector themes, identifying new trends.
4. Produce strategic reports to highlight market outperformance opportunities.
5. Engage with sell-side analysts, industry contacts, and company management to develop investment theses.
6. Maintain research databases and track industry data and news.
7. Assist in monitoring sector research activities and ensure timely completion of work.

Qualifications:

• Minimum 8+ years buy-side experience or equivalent industry training.
• At least 5+ years of experience in the technology and/or industrial sectors.
• Strong understanding of disruptive and growth companies within their industries.
• Proven skills in financial modeling, industry analysis, and report writing.
• Excellent communication skills, both written and oral.
• Self-motivated with a strong work ethic and ability to work efficiently under pressure.
• Team-oriented with the ability to prioritize in a fast-paced environment.
• Positive attitude and problem-solving mindset.
• Bachelor’s degree in finance, science, mathematics, engineering, liberal arts, or related field.
• Strong academic record with solid finance and accounting skills.
• MBA and CFA are preferred.
• Base salary range: $150,000 - $250,000 plus discretionary bonus and benefits.

To learn more about Alger, visit our Profiles in Success page.

Note:

This job description is not exhaustive and may be revised. Employees are expected to perform related duties as required. Alger is an E-Verify and Equal Opportunity Employer.

Alger is committed to providing equal employment opportunities regardless of race, national origin, religion, gender, disability, age, sexual orientation, or protected status. We prohibit discrimination and harassment of any kind.