Senior Analyst - Equity Analysis

Socket.dev; Richmond (VA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase program

Student loan repayment

Life & disability insurance

Paid time off

Health coverage

Hybrid work schedule

Parental leave

Fertility benefits

Volunteer days

Job summary

Nasdaq Dorsey Wright is seeking a senior contributor to join the Equity Analysis team. You will deliver investment research, build client relationships, support strategic initiatives, and drive projects from inception to execution with internal and external stakeholders.

You will work with financial advisors, asset managers, and institutional partners, collaborating across research, sales, marketing, and product to advance Nasdaq's objectives.

Qualifications

• 5+ years of experience in investment research, portfolio analysis, wealth management or related fields.
• Strong understanding of financial markets, investment strategies and quantitative analysis.
• Experience working directly with clients and developing professional relationships with advisors or institutional investors.

Responsibilities

• Conduct and communicate investment research, market analysis, and portfolio insights to clients and internal stakeholders.
• Develop, maintain, and present research reports, quantitative analyses, thought leadership content, and client-facing presentations.
• Build and manage relationships with financial advisors, asset managers, and strategic partners, serving as a key point of contact for research-related inquiries.
• Lead and execute projects that support business growth, client engagement, product development, and operational initiatives.
• Support and participate in client events, conferences, webinars, and educational programs, including preparation of content, presentations, and follow-up activities.
• Gather market intelligence through ongoing engagement with industry contacts and incorporate findings into research and strategic recommendations.
• Monitor developments across financial markets, investment strategies, and industry trends and communicate insights to clients and colleagues.
• Collaborate with cross-functional teams including Sales, Marketing, Product, and Operations to deliver an exceptional client experience.
• Take ownership of key client relationships and initiatives, ensuring timely execution and high-quality outcomes.

Skills

Investment research

Portfolio analysis

Client relationships

Project management

Communication skills

Education

Bachelor's degree in Finance

Job description

In this role, you'll join the Equity Analysis team at Nasdaq Dorsey Wright as a senior contributor responsible for delivering investment research, building client relationships, supporting strategic initiatives, and driving key projects from inception through execution. You'll serve as a trusted resource for both internal stakeholders and external clients, helping translate complex market insights into actionable investment solutions.

This position offers the opportunity to work directly with financial advisors, asset managers, and institutional partners while collaborating across research, sales, marketing, and product teams to advance the firm's strategic objectives.

What You'll Do

• Conduct and communicate investment research, market analysis, and portfolio insights to clients and internal stakeholders.
• Develop, maintain, and present research reports, quantitative analyses, thought leadership content, and client-facing presentations.
• Build and manage relationships with financial advisors, asset managers, and strategic partners, serving as a key point of contact for research-related inquiries.
• Lead and execute projects that support business growth, client engagement, product development, and operational initiatives.
• Support and participate in client events, conferences, webinars, and educational programs, including preparation of content, presentations, and follow-up activities.
• Gather market intelligence through ongoing engagement with industry contacts and incorporate findings into research and strategic recommendations.
• Monitor developments across financial markets, investment strategies, and industry trends and communicate insights to clients and colleagues.
• Collaborate with cross-functional teams including Sales, Marketing, Product, and Operations to deliver an exceptional client experience.
• Take ownership of key client relationships and initiatives, ensuring timely execution and high-quality outcomes.

What We're Looking For

• Bachelor's degree in Finance, Economics, Business, Mathematics, Engineering, or a related field.
• 5+ years of experience in investment research, portfolio analysis, wealth management, asset management, financial services, or a related field.
• Strong understanding of financial markets, investment strategies, and quantitative analysis.
• Experience working directly with clients and developing professional relationships with advisors, consultants, or institutional investors.
• Demonstrated ability to manage projects independently and drive initiatives to completion.
• Excellent written, verbal, and presentation skills, with the ability to communicate complex concepts to diverse audiences.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
• Proven ability to work collaboratively while taking ownership and accountability for results.

Preferred Qualifications

• CFA charterholder or progress toward the CFA designation.
• Experience with investment research platforms, portfolio analytics, or financial market data systems.
• Advanced proficiency in Excel and familiarity with data visualization and presentation tools.
• Experience presenting to clients, leading webinars, or speaking at industry events.
• Knowledge of wealth management, managed accounts, ETFs, model portfolios, or advisor-focused investment solutions.

Key Traits for Success

• Relationship-oriented with a client-first mindset.
• Proactive and self-directed with strong project management capabilities.
• Intellectual curiosity and passion for markets and investing.
• Comfortable representing the firm in client-facing and industry-facing environments.
• Collaborative team player with strong professional presence and communication skills.

Come as You Are

Nasdaq is an equal opportunity employer. We welcome applications from candidates of all backgrounds and identities.

We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.

We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.

What We Offer

We're proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq's overall success.

In addition to base salary, Nasdaq offers significant other compensation (annual bonus/commissions and equity), benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.

Nasdaq's programs and rewards are intended to allow our employees to:

• Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
• Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
• Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
• Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
• Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities

For more information, visit Nasdaq Benefits & Rewards Career page.