Remote Equity Analyst | Long-Term Investing & Alpha

OneDigital Investment Advisors LLC; Northern (KY); Hybrid; USD 100,000 - 120,000; Full time

Job summary

OneDigital Investment Advisors LLC is seeking an Equity Analyst to conduct in‑depth fundamental research on publicly traded companies and develop differentiated investment insights for OneDigital Asset Management’s equity portfolios.

You will work with Portfolio Managers to identify opportunities, analyze holdings, and provide well‑supported buy, hold, and sell recommendations grounded in valuation, business quality, and risk/reward considerations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• Two to Five years of relevant equity research or investment management experience.
• Strong financial modeling and valuation skills including DCF.

Responsibilities

• Conduct bottom‑up fundamental research on public companies and build financial models to assess intrinsic value.
• Provide buy/hold/sell recommendations with clear theses and risk analysis.
• Maintain knowledge of markets, company developments, and industry trends relevant to covered names.

Skills

Financial modeling

Financial analysis

Excel

Bloomberg

FactSet

AI tools

Education

Bachelor's degree

Tools

Excel

Bloomberg

FactSet

AI platforms

Job description

OneDigital Investment Advisors LLC is seeking an Equity Analyst to conduct in‑depth fundamental research on publicly traded companies and develop differentiated investment insights for OneDigital Asset Management’s equity portfolios.

You will work with Portfolio Managers to identify opportunities, analyze holdings, and provide well‑supported buy, hold, and sell recommendations grounded in valuation, business quality, and risk/reward considerations.