Research Analyst

Initio Capital; New York (NY); On-site; USD 145,000 - 185,000; Full time

Job summary

A financial services firm in New York seeks a Research Analyst to support strategic investment initiatives. The role involves conducting industry research, building financial models, and preparing analytical materials. The ideal candidate will have a Bachelor’s degree in Finance or a related field, strong analytical skills, and an interest in market trends. This position offers competitive compensation and full-time employment with opportunities for career growth.

Qualifications

• Understanding of financial analysis, valuation, and research methodologies.
• Experience in investment banking, consulting, equity research, venture capital, or asset management preferred but not required.
• Interest in markets, investment trends, and data-driven decision-making.

Responsibilities

• Conduct industry, market, and company research to identify trends, risks, and growth opportunities.
• Build and maintain financial, valuation, and operating models to support investment decisions.
• Support due diligence efforts for prospective investments.
• Perform competitive analysis and market mapping.
• Prepare research reports and analytical materials for senior management.

Skills

Analytical skills

Attention to detail

Quantitative capabilities

Written communication skills

Verbal communication skills

Education

Bachelor’s degree in Finance, Economics, Business, Statistics, Mathematics, or a related discipline

Job description

Full-time, Part-time, Contract, Temporary, Internship, Casual

Remote | New York, NY, United States

Research Analyst – Initio Capital

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Research Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career investment research and analysis roles. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Position Overview

Research Analysts at Initio Capital support strategic investment initiatives, providing market intelligence, financial analysis, and actionable insights to inform investment decisions. These roles involve collaboration with investment teams, portfolio managers, and senior leadership to evaluate opportunities, assess market dynamics, and support data-driven strategies.

Key Responsibilities

Conduct industry, market, and company research to identify trends, risks, and growth opportunities

Build and maintain financial, valuation, and operating models to support investment decisions

Support due diligence efforts for prospective investments across financial, operational, and market dimensions

Perform competitive analysis and market mapping to inform strategic investment priorities

Prepare research reports, presentations, and analytical materials for senior management

Monitor macroeconomic indicators, sector performance, and emerging market trends

Collaborate on portfolio analysis and performance tracking to optimize investment outcomes

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Business, Statistics, Mathematics, or a related discipline

Understanding of financial analysis, valuation, and research methodologies

Experience in investment banking, consulting, equity research, venture capital, or asset management preferred but not required

Strong analytical skills, attention to detail, and quantitative capabilities

Excellent written and verbal communication skills

Interest in markets, investment trends, and data-driven decision-making

About the Career Launch AI Talent Network

The Career Launch AI Talent Network provides job seekers with tools and resources to pursue opportunities similar to this role, including:

Skills-based role matching for research and investment analysis positions

Assistance with resume customization tailored to financial research careers

Guidance on outreach to hiring teams and senior leadership

Interview preparation for investment research, financial modeling, and strategy-focused assessments

Learn more or express interest in Research Analyst roles here: https://initiocapital.com/assessment