Senior Equity Research Analyst — Client-Focused & Hybrid

Nasdaq; New York (NY); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase program

Student loan repayment

Life and disability plans

Generous paid time off

Health coverage

Job summary

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

You will work directly with financial advisors, asset managers, and institutional partners while translating market insights into actionable investment solutions.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Mathematics, Engineering or related field.
• 5+ years in investment research, portfolio analysis, wealth or asset management, or related field.
• Strong understanding of financial markets and quantitative analysis.
• Experience presenting to clients and managing 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, as a key contact for research inquiries.
• Lead and execute projects that support business growth, client engagement, product development, and operations.
• Support client events, conferences, webinars, and educational programs including content prep and follow-up.
• Gather market intelligence through ongoing engagement with industry contacts and incorporate findings into research and recommendations.
• Monitor developments across financial markets, investment strategies, and industry trends and communicate insights to clients and colleagues.
• Collaborate with 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

Client relationship management

Investment research

Project management

Communication & presentation

Team collaboration

Attention to detail

Education

Bachelor's degree in Finance, Economics, Business, Mathematics, Engineering

Tools

Excel

Data visualization

Presentation software

Job description

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

You will work directly with financial advisors, asset managers, and institutional partners while translating market insights into actionable investment solutions.