L/S Financials Analyst - (Capital Markets)

Selby Jennings; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings seeks an Investment Analyst / Senior Investment Analyst to join a long/short equity team focused on the Financials sector. The Portfolio Manager mentors the successful candidate, who will conduct idea generation, company analysis, and financial modeling from day one.

The role offers significant responsibility with direct exposure to investment decisions and extensive research capabilities within a well-capitalized platform.

Qualifications

• 4–10 years of equity research or investing experience.
• Experience in Financials, Capital Markets, Asset Managers, or Exchanges.
• Buy-side experience preferred.
• Strong financial modeling and valuation skills.

Responsibilities

• Conduct deep fundamental research on publicly traded financial companies.
• Build and maintain financial models, earnings forecasts, valuation frameworks, and investment theses.
• Generate actionable long and short investment ideas through primary and secondary research.
• Analyze industry trends, regulatory developments, capital flows, and broader market drivers.
• Monitor portfolio holdings, earnings releases, investor presentations, regulatory filings, and industry news.
• Engage with company management teams, industry experts, investors, and sell-side research professionals.
• Prepare investment memos and present recommendations directly to the Portfolio Manager.
• Work closely with risk management and trading teams to monitor positions and portfolio exposures.

Skills

Financial modeling

Equity research

Public markets

Financial statements analysis

Communication skills

Job description

A leading multi-manager investment platform is seeking an Investment Analyst / Senior Investment Analyst to join a long/short equity team focused on the Financials sector. The team is led by an experienced Portfolio Manager with a strong track record investing across a broad range of non-bank financial businesses. This is an opportunity to join a well-capitalized platform that combines an entrepreneurial investing environment with institutional resources, robust risk management, and extensive research capabilities.

Company Overview

A leading multi-manager investment platform is seeking an Investment Analyst / Senior Investment Analyst to join a long/short equity team focused on the Financials sector. The team is led by an experienced Portfolio Manager with a strong track record investing across a broad range of non-bank financial businesses. This is an opportunity to join a well-capitalized platform that combines an entrepreneurial investing environment with institutional resources, robust risk management, and extensive research capabilities.

Role Summary

The team is looking for a highly motivated analyst to support fundamental equity research efforts across the Financials universe, with a particular focus on capital markets-related businesses. Working directly alongside the Portfolio Manager, the successful candidate will be involved in idea generation, company analysis, financial modeling, channel checks, and portfolio monitoring. The role offers significant responsibility, direct exposure to investment decisions, and the ability to contribute investment ideas from day one.

Key Responsibilities

• Conduct deep fundamental research on publicly traded financial companies, with a focus on sectors such as Alternative Asset Managers, Exchanges, Wealth Managers, Capital Markets, Financial Technology, and other diversified financial businesses.
• Build and maintain detailed financial models, earnings forecasts, valuation frameworks, and investment theses.
• Generate actionable long and short investment ideas through primary and secondary research.
• Analyze industry trends, competitive dynamics, regulatory developments, capital flows, and broader market drivers impacting the sector.
• Monitor portfolio holdings, earnings releases, investor presentations, regulatory filings, and industry news.
• Engage with company management teams, industry experts, investors, and sell-side research professionals.
• Prepare investment memos and present recommendations directly to the Portfolio Manager.
• Work closely with risk management and trading teams to monitor positions and portfolio exposures.

Qualifications

• 4-10 years of relevant experience in equity research or investing, preferably covering Financials, Capital Markets, Asset Managers, Exchanges, or related sectors.
• Buy-side experience at a long/short hedge fund or long-only investment manager preferred.
• Strong understanding of financial services business models and valuation methodologies.
• Demonstrated passion for public markets and fundamental stock picking.
• Exceptional financial modeling, accounting, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to work independently while thriving in a fast-paced, performance-oriented investment environment.
• Proven ability to develop differentiated investment insights and communicate them effectively.