Global Equity Research Analyst

Ariel Investments; United States; On-site; USD 150,000 - 185,000; Full time

Benefits offered by this job

Fully paid medical insurance

Coverage for same-sex partners

Paid parental leave

Health Savings Account contributions

Access to educational activities

Job summary

A boutique asset management firm based in NYC is seeking a Global Equity Research Analyst. The role involves conducting in-depth fundamental research and stock selection for investment strategies. The ideal candidate will have over 7 years of experience in buy-side investment, strong financial modeling skills, and effective communication capabilities. This full-time position includes a competitive compensation package with an annual salary range of $150,000 - $185,000 plus bonuses, and the opportunity to work in a diverse and inclusive environment.

Qualifications

• 7+ years of relevant work experience in research or investment banking.
• 5 years of experience in buy-side investment.
• Strong financial modeling skills are essential.
• Ability to articulate investment thesis and engage with senior management.

Responsibilities

• Conduct bottom-up fundamental stock selection driven by proprietary research.
• Analyze equity securities that align with investment goals.
• Collaborate with analysts, portfolio managers, and the CIO.

Skills

Investment performance analysis

Financial modeling

Effective communication

Detail orientation

Competitive advantage identification

Education

MBA or CFA

Tools

Bloomberg

Excel

PowerPoint

Job description

Join to apply for the Global Equity Research Analyst role at Ariel Investments

Base pay range

$150,000.00/yr - $185,000.00/yr

Additional compensation types

Annual Bonus

About the Company

Ariel Investments is a premier, boutique, asset management firm. At Ariel, we strongly believe that teamwork yields results, and we look for teammates who are curious, focused and disciplined.

We are based at 477 Madison Avenue in the heart of midtown, NYC.

Who we’re looking for

A buy-side research analyst with a proven track record of strong investment performance within their specialty, covering companies globally. The role requires solid fundamental research capabilities, advanced financial modelling skills, clear communication of their investment thesis and accountability for recommendations. A background in value investing is important. Additionally, we are seeking a candidate with a strong record of academic and professional excellence, natural curiosity, and a willingness to engage in thoughtful debates within a team-based decision‑making environment.

The team

The International and Global team covers three global large‑cap value strategies across both US and non‑US markets. Our investment philosophy is rooted in identifying companies with attractive and sustainable returns relative to risk where consensus is overly concerned with a controversy. We focus on inflecting fundamentals and strive to capitalize on price dislocations and market inefficiencies to drive long‑term capital appreciation. A disciplined approach to valuation is critical to success.

Position Summary

Our analysts are the primary source for idea generation. You will conduct bottom‑up fundamental stock selection, driven by proprietary research.

You will be fully integrated into the investment process and responsible for identifying and analyzing equity securities that align with investment goals.

Investment recommendations will be assessed relative to your sector.

This position is an integral member of the team where you will work closely with fellow analysts, portfolio managers and the CIO. The position will report to the Chief Investment Officer of Global and Emerging Markets and is based in our midtown Manhattan offices.

Some travel is required.

Experience and Qualifications

• At least 7+ years of relevant work experience (sell side research, buy side research, investment banking, consulting, corporate strategy, tech engineering)
• At least 5 years of buy-side investment experience
• Effective oral and written communication skills to articulate an investment thesis and ability to interact with senior management of companies in coverage area
• Strong financial modeling skills are a minimum requirement
• Detail orientation and the ability to consume, digest and synthesize a large amount of information from a variety of sources and convert them into proprietary, actionable insights in a timely fashion, is a prerequisite to succeed in this position.
• We highly value the ability to identify factors such as competitive advantage, strategic inflection points or disruptive developments as well as the ability to synthesize and articulate these fundamental characteristics both qualitatively in a thesis write‑up and quantitatively in a financial/valuation model.

Education

• MBA and/or CFA a plus.

Technical Proficiency Requirements

• Proficient in Word, Excel, Outlook, PowerPoint.
• Bloomberg, Visible Alpha, preferred not required.
• S&P Cap IQ, preferred not required.

Compensation

The base salary range for this role is $150,000 - $185,000. Plus bonus.

Compliance

Ariel employees, including the incumbent(s) in this position, are required to: (1) read and strictly adhere to all compliance policies and procedures of the various Ariel entities, as applicable; and (2) work together with their colleagues, including the CCO, to resolve compliance issues.

Equal Opportunity Employer / Diversity

Ariel celebrates diversity and practices inclusion as a way to get work done – it’s in our DNA. As an equal opportunity employer, employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, marital status, parental status (including pregnancy), disability, perceived disability, veteran status, status of military discharge, or any other basis under federal, state, or local law. Ariel prohibits discrimination against an applicant or employee because of their actual or perceived protected characteristic(s), and is committed to recruiting, retaining, and developing a diverse group of talented applicants, and to providing employees with a workplace free from discrimination and/or harassment.

Equal employment opportunity takes place in all employment practices, including recruiting, hiring, promotion, demotion, compensation, and termination. The firm seeks to uphold an inclusive culture where diversity is recognized and valued. As such, Ariel provides employees a robust benefits package that includes:

• Coverage for same‑sex partner (domestic or spouse)
• Coverage for children (natural born, step, adopted or foster)
• Fully paid medical insurance that covers fertility treatments, gender affirmation
• Employer contributions to a Health Savings Account
• Maternity leave at 100% pay (12 weeks)
• Paid Parental Leave (up to 12 weeks depending on tenure)
• Lastly, all employees have access to Ariel-sponsored educational, training, and recreational activities.

Seniority level

Associate

Employment type

Full‑time

Job Function

Research, Analyst, and General Business

Industries

Financial Services, Investment Management, and Market Research

Referrals increase your chances of interviewing at Ariel Investments by 2x