Fundamental Equities Investment Analyst – Energy & Industrials

King & Sykes; New York (NY); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Comprehensive medical coverage

Retirement contributions

Wellness benefits

Family-building support

Job summary

King & Sykes, a leading global investment management firm in New York, is looking to hire Investment Analysts and Associates for its Fundamental Equities team, with a focus on opportunities across Energy and Industrials. You will conduct in-depth company and industry research, build and maintain financial models, develop differentiated investment theses, and support portfolio decisions.

The role offers exposure to senior professionals, ownership of research projects from early on, and a

Qualifications

• 1–5 years of relevant professional experience in investment banking, equity research, private equity, asset management or another investment-focused environment.
• Bachelor's degree from a leading university.
• Demonstrated experience in financial modelling, company valuation and fundamental financial analysis.
• Genuine interest in public markets and fundamental investing.

Responsibilities

• Conduct in-depth fundamental research across Energy and Industrials sectors.
• Analyze financial statements, operating performance, valuation metrics and industry dynamics.
• Identify investment opportunities through financial analysis, industry research and market intelligence.
• Build and maintain financial models to evaluate performance, valuation and returns.
• Develop differentiated investment theses supported by quantitative and qualitative analysis.

Skills

Financial modeling

Valuation

Analytical skills

Communication

Attention to detail

AI tools

Education

Bachelor's degree

Tools

Excel

Job description

A leading global investment management firm is looking to hire high-calibre Investment Analysts and Associates to join its Fundamental Equities investment team, focusing on opportunities across the Energy and Industrials sectors.

This is an opportunity to join an established investment platform with a significant global presence and a fundamental, research-driven investment approach.

The successful candidate will be responsible for identifying investment opportunities, conducting detailed company and industry research, developing differentiated investment theses and supporting portfolio investment decisions.

The role offers significant exposure to senior investment professionals, with the opportunity to take ownership of research projects and contribute directly to investment decisions from an early stage.

Key Responsibilities

• Conduct in-depth fundamental research across publicly traded companies within the Energy and Industrials sectors.
• Analyse company financial statements, operating performance, valuation metrics and industry dynamics.
• Identify attractive investment opportunities through detailed financial analysis, industry research and market intelligence.
• Build and maintain financial models to evaluate company performance, valuation and potential investment returns.
• Develop differentiated investment theses supported by rigorous quantitative and qualitative analysis.
• Conduct primary research, including management meetings, industry expert calls and discussions with market participants.
• Evaluate competitive positioning, industry trends, capital allocation strategies and company-specific catalysts.
• Monitor portfolio companies, market developments and sector-specific events to identify emerging opportunities and risks.
• Present investment recommendations and research findings to senior investment professionals.
• Utilise data analytics, proprietary research resources and emerging AI technologies to enhance investment research.

Candidate Requirements

• 1–5 years of relevant professional experience within investment banking, equity research, private equity, asset management or another investment-focused environment.
• Strong academic background with a bachelor's degree from a leading university.
• Demonstrated experience in financial modelling, company valuation and fundamental financial analysis.
• Genuine interest in public markets and fundamental investing.
• Exposure to Energy, Power, Utilities, Industrials, Manufacturing, Infrastructure, Natural Resources or related sectors is advantageous.
• Strong understanding of financial statements, corporate fundamentals and valuation methodologies.
• Exceptional analytical, quantitative and problem-solving capabilities.
• Ability to develop independent perspectives and communicate complex investment ideas clearly.
• Intellectual curiosity, attention to detail and a strong desire to work in a highly analytical investment environment.
• An interest in leveraging technology, data and AI-enabled tools to improve research and investment decision-making.

Highly competitive compensation package comprising a substantial base salary, guaranteed first-year variable compensation and performance-based annual bonuses.

Additional benefits include comprehensive medical coverage, retirement contributions, wellness benefits and family-building support.