Research Analyst – U.S. Equity Investments

Alpha Global Search LLC; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

An established U.S.-based investment management firm is seeking an individual for a role that supports the full lifecycle of U.S. equity investments. Responsibilities include conducting fundamental research on U.S. listed companies, building financial models, and monitoring portfolio performance. The position also involves investor communication and preparation of materials for investment meetings. Candidates should have a Bachelor's degree in Finance or a related field, 1-5 years of relevant experience, and strong financial modeling skills.

Qualifications

• 1-5 years of experience in equity research, asset management, or related roles.
• CFA or progress toward CFA is a plus.

Responsibilities

• Conduct fundamental research on U.S. listed companies.
• Build and maintain financial models (DCF, comparables).
• Monitor portfolio holdings and earnings releases.
• Prepare investment recommendations and supporting materials.
• Support trade execution and compliance reporting.

Skills

Strong financial modeling

Analytical skills

Excellent written communication

Excellent verbal communication

Proficiency in Excel

Proficiency in PowerPoint

Proficiency in Bloomberg

Proficiency in financial databases

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

MBA or Master’s

Tools

Excel

PowerPoint

Bloomberg

Job description

An established U.S.-based investment management firm managing long-term institutional capital across public markets. The organization emphasizes fundamental research, disciplined risk management, and collaborative decision-making, with a strong focus on high-quality analysis and clear communication with stakeholders.

Position Overview

This role supports the full lifecycle of U.S. equity investments, including company and sector research, financial modeling, portfolio monitoring, and investment committee support. The position offers direct exposure to portfolio managers and senior decision-makers, as well as involvement in investor reporting and cross-border collaboration.

Key Responsibilities

Equity Research & Investment Analysis

• Conduct fundamental research on U.S. listed companies, including business strategy, financial performance, competitive positioning, and management quality
• Build and maintain financial models (DCF, comparables, scenario/sensitivity analysis)
• Analyze earnings results, industry trends, and company-specific developments
• Prepare investment recommendations and supporting materials

Portfolio Monitoring & Reporting

• Monitor portfolio holdings, earnings releases, guidance updates, and material news
• Maintain portfolio tracking tools and performance data
• Support portfolio reviews, attribution analysis, and performance reporting

Investment Committee Support

• Prepare and present materials for investment committee meetings
• Clearly articulate investment theses, valuation assumptions, risks, and sector outlooks
• Track feedback and ensure timely follow-up

Operations, Risk & Collaboration

• Support trade execution, cash flow monitoring, and reconciliation
• Assist with compliance, audits, and regulatory reporting
• Monitor macro, market, and sector risks impacting the portfolio
• Collaborate with investment, risk, legal, and operations teams

Investor & Stakeholder Communication

• Prepare investor presentations, portfolio updates, and market commentary
• Support consistent and professional investor communications
• Work closely with Japanese expatriate colleagues, providing English-language support

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA or Master’s preferred)
• 1–5 years of experience in equity research, asset management, or related roles
• Strong financial modeling and analytical skills
• Excellent written and verbal communication skills
• Proficiency in Excel, PowerPoint, Bloomberg, and financial databases
• CFA or progress toward CFA is a plus