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

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

Job summary

A leading company in the financial services sector is seeking an Equity Research Analyst specializing in small/mid-cap technology and industrial sectors. The role involves analyzing financial statements, building valuation models, and tracking sector themes. Ideal candidates will have extensive experience in the buy side, strong analytical skills, and an undergraduate degree in finance or related fields. This position offers a competitive salary and outstanding benefits.

Benefits

Discretionary bonus

Outstanding benefits

Qualifications

• 8+ years experience on the buy side or equivalent industry training.
• 5+ years working experience within the technology sector and/or industrials.

Responsibilities

• Analyze financial statements and interview company management.
• Build and update financial/valuation models and write research reports.
• Create internal quantitative reports identifying attractive stocks.

Skills

Analytical Capabilities

Communication

Self-Motivation

Education

Undergraduate degree in finance

MBA

CFA

Job description

Job Listing Summary

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

Company: Alger

Location: New York, New York

Employment Type: Full-Time

Key Responsibilities

• Analyze financial statements and interview/visit company management.
• Build and update detailed financial/valuation models and write research reports.
• Create internal quantitative reports identifying attractive small and midcap stocks.
• Track technology sector themes and report findings to EVP PM.
• Interact with sell-side analysts and senior management to develop investment theses.
• Conduct maintenance research on portfolio holdings and analyze earnings reports.
• Maintain databases tracking industry research and statistics.
• Assist EVP PM in monitoring sector analysts' work assignments.

Required Experience

• Minimum 8+ years experience on the buy side or equivalent industry training.
• Minimum 5+ years working experience within the technology sector and/or industrials.

Qualifications

• Undergraduate degree in finance, science, mathematics, engineering, liberal arts, or equivalent.
• Strong undergraduate GPA with accounting and finance skills.
• MBA and CFA preferred.
• Proven quantitative and qualitative analytical capabilities.
• Excellent communication skills, both written and oral.
• High level of self-motivation and work ethic.
• Ability to work in a team-oriented, fast-paced environment.
• Positive attitude and strong competitive spirit.

Compensation

Base salary anticipated to be $150-250k + discretionary bonus + outstanding benefits.