Senior Equity Research Analyst — Client-Focused, Hybrid

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

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.