Portfolio Manager, Equity

Deutsche Bank AG; New York (NY); On-site; USD 140,000 - 240,000; Full time

Benefits offered by this job

Employee Referral Incentive Program

Job summary

Deutsche Bank AG in New York, NY seeks a Portfolio Manager, Equity to develop expertise across sub-industries within the investment universe and actively cover 60-80 securities, aiming to generate differentiated, alpha-driven ideas.

The role involves building detailed financial models, conducting fundamental equity research using SEC filings, earnings calls, and investor materials, and collaborating with portfolio managers on investment decisions.

Qualifications

• Bachelor's degree in Economics, Finance, or related field.
• Three years of equity research experience covering TMT-related industries.

Responsibilities

• Identify investment opportunities within technology, media, and telecom space and deliver actionable recommendations.
• Build and maintain three-statement financial models with scenario analysis and long-term forecasts.
• Conduct fundamental research using SEC filings, earnings calls, investor presentations, and primary sources.
• Perform company- and industry-level valuation analyses including DCF and comps.

Skills

Equity research

Financial modeling

Industry analysis

Valuation techniques

Data sources (Bloomberg, FactSet)

Education

Bachelor's degree in Economics/Finance

Tools

Bloomberg

FactSet

Job description

Job Title

Portfolio Manager, Equity

Location

New York, NY

Overview

DWS Investment Management Americas, Inc. seeks a Portfolio Manager, Equity in New York, NY to develop and maintain expertise across selected sub-industries within the investment universe, actively covering 60-80 securities and consistently generating differentiated, alpha-driven investment ideas.

Qualifications & Responsibilities

• Requires a Bachelor's degree in Economics, Finance, or related field or equivalent, and three (3) years of experience in equity research covering TMT-related industries, including global technology, media, and AI
• Identifying investment and research opportunities within the technology, media, and telecommunications space and delivering timely, actionable recommendations to portfolio managers based on research in public disclosures, regulatory filings, sell side research, management meetings and expert consultations
• Analyzing corporate financial statements, including income statements, balance sheets, and cash flow statements to assess company performance and financial health
• Building and maintaining detailed company and industry-level financial models to translate complex data into concise, decision-ready insights
• Building full three statement models with scenario and sensitivity analysis and long term forecasting for high growth technology companies
• Performing valuation analyses, including Discounted Cash Flow (DCF) modeling, comparable company analysis (trading comps), and historical multiple analysis
• Conducting fundamental equity research, including company level due diligence using SEC filings (10-K, 10-Q, 8-K), earnings call transcripts, investor presentations, and primary research
• Establishing long term relationships with industry colleagues including corporate management teams, sell side researchers, and industry contacts for up-to-date insights on industry and company trends
• Working with financial data platforms including Bloomberg and FactSet to source and reconcile financial data

Salary Range

$140,000.00 - $240,000.00/year.

This position is eligible for Deutsche Bank's Employee Referral Incentive Program.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues.

That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life.

• We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people - in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world - be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.

More information at: Deutsche Bank Careers (db.com)