Equity Research Associate — Quality Large-Cap Focus

Neuberger; New York (NY); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Discretionary bonus

Medical/dental/vision insurance

Retirement plan

Life insurance

Paid time off

Job summary

Neuberger's Quality Equity Group seeks a research professional to support senior analysts and a portfolio manager in building quality, long-term, large-cap equity portfolios for institutional clients. The role emphasizes independent coverage, fundamental modeling, and insightful recommendations.

The candidate will follow company activities, present ideas, and travel for site visits and conferences, contributing to performance and risk management within a collaborative team environment.

Qualifications

• 2-5+ years of experience in financial analysis.
• Knowledge of one or two sectors with exposure to international equities.
• Foreign language skills or experience outside finance are a plus.
• Ability to present investment recommendations clearly in writing and verbally.
• Must obtain Series 7 & 66 licenses within 6 months if not already held.
• Advanced degree and/or CFA designation preferred.

Responsibilities

• Follow company activities, results, and valuations to make trading recommendations around current positions.
• Generate new investment ideas to add performance and/or control risk.
• Conduct primary analysis, maintain dialogue with company management teams, industry sources, and sell-side analysts.
• Build and maintain in-depth fundamental models for each company; integrate those models into the team’s valuation framework and research management system.
• Assist the team in identifying areas of opportunity and/or risk in order to improve overall performance.
• Support the team in marketing efforts internally and with clients/gatekeepers.
• Travel as needed for site visits, competitor analysis, and investment conferences.

Skills

Financial analysis

Industry knowledge

Foreign language

Communication

Collaboration

CFA designation

Licenses (Series 7/66)

Education

Advanced degree

CFA designation

Job description

Neuberger's Quality Equity Group seeks a research professional to support senior analysts and a portfolio manager in building quality, long-term, large-cap equity portfolios for institutional clients. The role emphasizes independent coverage, fundamental modeling, and insightful recommendations.

The candidate will follow company activities, present ideas, and travel for site visits and conferences, contributing to performance and risk management within a collaborative team environment.