Senior Equity Analyst

Linden Thomas & Company; Charlotte (NC); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation

401(k)

Health, dental, and vision insurance

Paid time off

Daily lunch provided

Free parking

Job summary

Linden Thomas & Company in Charlotte, NC is seeking a Senior Equity Analyst / Portfolio Manager to lead equity research, portfolio construction, and institutional indexing initiatives. The role focuses on optimizing index-based portfolios, assessing risk, and delivering data-driven investments for high-net-worth and institutional clients.

The position requires strong analytical skills, experience with quantitative strategies, and the ability to work with senior investment professionals in a

Qualifications

• Significant experience in equity research or portfolio management.
• Strong understanding of institutional indexing and risk management.
• Advanced Excel with financial modeling.
• Excellent written and verbal communication.
• Detail-oriented with the ability to manage multiple priorities.
• Willingness to own responsibilities and collaborate with senior professionals.
• Interest in building a long-term career within a growing investment firm.
• FINRA Series 7, 65, and/or 66 registrations are preferred.

Responsibilities

• Develop, implement, and manage customized equity portfolios and index-based strategies.
• Monitor portfolios relative to benchmarks, evaluating performance, risk, and exposures.
• Execute portfolio rebalancing, trading, and allocation adjustments.
• Evaluate portfolio construction methods and risk controls.
• Support tax-efficient strategies, including tax-loss harvesting and gains management.
• Analyze benchmark composition and corporate actions and their impact on positioning.
• Prepare research reports and investment recommendations for senior management.
• Develop Excel models and portfolio reporting tools for clients.

Skills

Equity analysis

Portfolio management

Quantitative investing

Excel modeling

Risk management

Communication skills

Indexing strategies

Tools

FactSet

Morningstar

Zephyr StyleADVISOR

PivotTables

Job description

Senior Equity Analyst / Portfolio Manager – Institutional Indexing

Linden Thomas & Company | Charlotte, NC

Employment Type: Full-Time | In-Office

Schedule: Monday–Friday, 8:00 AM–5:00 PM

Position Overview

Linden Thomas & Company is seeking an experienced Senior Equity Analyst / Portfolio Manager to play a key role in the firm's investment research, portfolio construction, and institutional indexing strategies.

The ideal candidate will possess a strong background in equity analysis, portfolio management, and quantitative investment strategies, with an emphasis on index-based portfolio construction, performance evaluation, and risk management.

This individual will work directly with the firm's founder, senior portfolio managers, and investment team to develop, implement, and monitor customized equity portfolios and proprietary investment strategies.

The position requires a highly analytical, detail-oriented professional who is comfortable managing substantial responsibilities in a fast-paced investment management environment.

Key Responsibilities

• Develop, implement, and manage customized equity portfolios and index-based investment strategies.
• Monitor portfolios relative to established benchmarks, evaluating performance, tracking error, sector exposures, and investment risk.
• Execute portfolio rebalancing, equity trading, and allocation adjustments in accordance with established investment objectives.
• Evaluate portfolio construction methodologies, including security selection, weighting, diversification, and risk controls.
• Support tax-efficient portfolio management strategies, including tax-loss harvesting and the management of realized gains and losses.
• Analyze benchmark composition, index changes, corporate actions, and their implications for portfolio positioning.

Equity Research & Investment Analysis

• Conduct fundamental and quantitative research on publicly traded companies, industries, and broader equity markets.
• Monitor existing investment holdings, market developments, earnings announcements, and economic conditions.
• Identify and evaluate potential investment opportunities through financial analysis, valuation, and comparative research.
• Assist in the development, testing, and ongoing management of proprietary equity investment strategies.
• Prepare research reports and investment recommendations for senior management.
• Perform comprehensive portfolio evaluations for existing and prospective clients.
• Analyze portfolio performance, attribution, risk characteristics, and benchmark comparisons.
• Develop and maintain sophisticated Excel models, financial analyses, and portfolio reporting tools.
• Prepare customized portfolio allocations based on client objectives, risk tolerance, and investment requirements.
• Support investment committee presentations, client reporting, and institutional investment proposals.
• Assist in preparing investment commentary, white papers, and other research-based communications.

Trading & Investment Operations

• Execute equity and fixed-income trades, portfolio reallocations, and client-directed transactions as needed.
• Work with portfolio managers and operations personnel to ensure accurate implementation of investment strategies.
• Monitor trading activity, portfolio cash positions, and investment restrictions.
• Identify opportunities to improve portfolio management processes, analytical capabilities, and operational efficiency.

Required Qualifications

• Significant professional experience in equity research, investment analysis, portfolio management, or related investment functions.
• Strong understanding of institutional indexing, equity markets, portfolio construction, and investment risk management.
• Advanced proficiency in Microsoft Excel, including financial modeling, data analysis, and complex portfolio calculations.
• Strong analytical capabilities with the ability to interpret financial data and translate research into actionable investment decisions.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, organizational skills, and ability to manage multiple priorities.
• Ability to work independently while collaborating closely with senior investment professionals.
• Willingness to take ownership of responsibilities and contribute beyond a narrowly defined job function.
• Interest in building a long-term career within a growing, performance-driven investment management firm.

Preferred Qualifications

• Experience with FactSet highly preferred.
• Experience managing index-based, direct indexing, or customized equity portfolios.
• Proficiency with portfolio analytics, risk management, and performance attribution tools.
• Advanced Excel skills, including VBA, VLOOKUP/XLOOKUP, and PivotTables.
• Experience with Morningstar and Zephyr StyleADVISOR.
• Familiarity with tax-aware investing, portfolio optimization, and quantitative equity strategies.
• FINRA Series 7, 65, and/or 66 registrations.
• Experience working with sophisticated high-net-worth and institutional investment portfolios.
• Competitive compensation
• 401(k)
• Fully paid health, dental, and vision insurance
• Paid time off
• Daily lunch provided
• Free parking

Why Work Here?

Linden Thomas & Company is a fast-growing, nationally recognized independent wealth management firm headquartered in uptown Charlotte, managing billions of dollars in client assets. Our firm provides sophisticated investment management solutions to high-net-worth individuals, families, and institutional clients. We offer a collaborative, performance-driven environment with direct access to senior leadership, significant professional responsibility, and opportunities for long-term career advancement.

Website: https://lindenthomas.com/

Office: 516 N. Tryon Street, Charlotte, NC 28202

Job Type: Full-time

Relocation: Candidates must be able to work in Charlotte, NC, prior to their start date.