Vice President Equity Research

Confidential; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading financial services firm in New York is seeking a Vice President for Equity Research. This deeply analytical position focuses on internal equity analysis, financial modeling, and executive decision support. The ideal candidate will have over 10 years of experience in equity research or fundamental investing. Responsibilities include financial model development, peer benchmarking, and advising on strategic decisions. The firm offers a strategic role in shaping investment insights without the investor-facing responsibilities.

Qualifications

• 10+ years of experience in Equity Research, Buy-side investing, or fundamental investing roles.
• Strong foundation in valuation, modeling, and financial analysis.
• Experience covering public companies in a research or investment capacity.

Responsibilities

• Build and maintain bottom-up financial models (DCF, trading comps, transaction comps).
• Conduct continuous peer group analysis across growth and valuation multiples.
• Serve as an internal advisor on strategic initiatives, including acquisitions.

Skills

Equity Research

Financial modeling

Valuation analysis

Analytical thinking

Communication skills

Job description

We are hiring a Vice President for Equity Research to act as an internal equity analyst for the company.

This role is deeply research-driven and analytically focused, with primary responsibility for:

• Financial and operating model development
• Industry and peer benchmarking
• Long-term capital allocation analysis

This is not an Investor Relations role.

The VP will not be responsible for investor messaging, earnings scripts, roadshows, or market-facing communications. Instead, this role exists to challenge internal assumptions, surface risks, and support executive decision-making with unbiased, investor-grade analysis.

Key Responsibilities

1. Fundamental Equity Research & Valuation

• Build and maintain bottom-up financial models (DCF, trading comps, transaction comps).
• Perform long-term scenario analysis to assess valuation sensitivity to operating, market, and capital structure changes.
• Independently assess whether the company is fairly valued, undervalued, or structurally constrained, from an investor perspective.

2. Industry & Peer Benchmarking

• Conduct continuous peer group analysis across growth, margin structure, unit economics, capital intensity, and valuation multiples.
• Track public market expectations and identify where internal views diverge from market reality.
• Provide executive-ready insight on competitive positioning and relative valuation drivers.

3. Internal Investment Committee Support

• Serve as an internal advisor on strategic initiatives, including acquisitions, divestitures, large investments, and new business lines.
• Prepare investment-style memos evaluating ROI, risk-adjusted returns, and capital efficiency.
• Support management in capital allocation decisions through an objective, research-based lens.

4. Executive Decision Support

• Act as a thought partner to the CFO and CEO, bringing an external investor mindset into internal discussions.
• Translate complex financial and operating data into clear, decision-oriented insights (not marketing narratives).
• Proactively identify blind spots, downside risks, and structural concerns before they surface externally.

Ideal Candidate Profile

• 10+ years of experience in Equity Research, Buy-side investing, or fundamental investing roles.
• Strong foundation in valuation, modeling, and financial analysis.
• Experience covering public companies in a research or investment capacity.
• Exposure to strategic finance or corporate decision-making is a plus, but research rigor comes first.

Skills & Mindset

• Deep comfort with financial models — this is a hands-on analytical role, not a managerial-only position.
• Ability to think independently and challenge management assumptions constructively.
• Investor-grade judgment with strong intellectual honesty.
• Clear, structured communicator with the ability to present complex insights to senior executives.