L/S Financials Analyst

Selby Jennings; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Selby Jennings is seeking an Investment Analyst focused on Financials & Consumer Finance. The role involves building deep sector expertise, working with senior investors, and contributing to investment decisions across banks, insurance, mortgage finance, fintech, and related businesses.

You will perform financial modeling, competitive analysis, and macro factor evaluation to inform ideas and portfolio decisions.

Qualifications

• 2-5 years of investing, equity research, or fundamental company analysis.
• Prior buy-side experience preferred.
• Experience covering banks, insurance, mortgage finance, housing-related companies, specialty finance, consumer lending, fintech, or other diversified financial services businesses.
• Strong financial modeling and valuation skills.
• Thorough understanding of financial statements and public markets.

Responsibilities

• Generate differentiated long and short investment ideas across financial and consumer finance subsectors.
• Perform in-depth company research, including financial modeling, valuation analysis, industry research, and competitive assessments.
• Evaluate the impact of macroeconomic factors such as interest rates, housing activity, credit cycles, and consumer trends on company fundamentals.
• Monitor earnings releases, regulatory developments, industry news, and market data to identify investment opportunities and risks.
• Prepare investment recommendations and present findings to senior members of the investment team.
• Assist with portfolio construction, risk management, and position monitoring.
• Track market developments and trading activity relevant to portfolio holdings.
• Develop and enhance research processes, analytical tools, and reporting capabilities.

Skills

Financial modeling

Valuation

Sector knowledge

Analytical reasoning

Communication skills

Education

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering

Job description

Investment Analyst - Financials & Consumer Finance

Location: New York, NY | Miami, FL | Remote

A leading alternative asset manager is seeking an Investment Analyst to join a high-performing investment team focused on long/short investing across the financial services landscape. This individual will work closely with senior investors to identify and evaluate investment opportunities across sectors including specialty finance, mortgage finance, housing-related businesses, insurance, fintech, consumer lending, and banking.

This role is ideal for a fundamentally driven investor looking to build deep sector expertise while contributing directly to investment decisions and portfolio performance.

Key Responsibilities

• Generate differentiated long and short investment ideas across a variety of financial and consumer finance subsectors.


• Perform in-depth company research, including financial modeling, valuation analysis, industry research, and competitive assessments.


• Evaluate the impact of macroeconomic factors such as interest rates, housing activity, credit cycles, and consumer trends on company fundamentals.


• Monitor earnings releases, regulatory developments, industry news, and market data to identify investment opportunities and risks.


• Prepare investment recommendations and present findings to senior members of the investment team.


• Assist with portfolio construction, risk management, and position monitoring.


• Track market developments and trading activity relevant to portfolio holdings.


• Develop and enhance research processes, analytical tools, and reporting capabilities.

Qualifications

• 2-5 years of experience in investing, equity research, or fundamental company analysis.


• Prior buy-side experience is preferred but not required.


• Experience covering one or more of the following sectors: banks, insurance, mortgage finance, housing-related companies, specialty finance, consumer lending, fintech, or other diversified financial services businesses.


• Strong financial modeling and valuation skills.


• Thorough understanding of financial statements and public markets.


• High attention to detail with strong analytical and problem-solving abilities.


• Excellent written and verbal communication skills.


• Ability to work effectively in a fast-paced, performance-driven environment.


• Demonstrated passion for investing and intellectual curiosity.

Education

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field.

Location

• Flexible U.S. location with a preference for candidates interested in a hybrid work environment. Exceptional remote candidates will also be considered.