U.S. Equity Research Analyst - Fundamentals & Portfolio

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 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.