Vice President – Equity Research, Mobility & Industrial Technology

Undisclosed; New York (NY); On-site; USD 150,000 - 260,000; Full time

Job summary

Undisclosed, a leading financial services firm in New York, seeks a Vice President or experienced Associate to join its Mobility & Industrial Technology Equity Research team. The role covers EVs, Autonomy, Space, eVTOLs, Robotics, Electrification, Automation, Aerospace & Defense, and related technologies.

The hire will conduct fundamental equity research, build financial models, forecast trends, and present actionable stock ideas to investors and management.

Qualifications

• 5–8+ years of technology-focused equity research experience.
• Strong experience covering Industrial Technology, Mobility, or related sectors.
• Knowledge of EVs, Autonomy, Robotics, Space, eVTOLs, Electrification, Automation.
• Strong financial modeling, forecasting, and valuation skills.
• Ability to develop differentiated investment views and stock ideas.
• Experience publishing equity research.
• Strong written, verbal, and presentation skills.
• Proven experience presenting to institutional investors and management.
• Bachelor's degree in Finance, Economics, Engineering, or Accounting.
• CFA, CPA, or MBA preferred.

Responsibilities

• Conduct fundamental equity research across Mobility and Industrial Technology.
• Develop financial models, forecasts, valuations, and investment theses.
• Analyze companies, industries, competitive dynamics, and emerging technologies.
• Publish equity research and actionable investment recommendations.
• Support interactions with institutional investors and company management teams.
• Present investment views and research to clients and internal stakeholders.
• Monitor industry developments, company results, and investment catalysts.
• Manage multiple research projects in a fast-paced, deadline-driven environment.

Skills

Equity research

Financial modeling

Valuation

Investor communications

Industry analysis

Education

Bachelor's degree in Finance, Economics, Engineering, Accounting

CFA, CPA, or MBA preferred

Job description

A leading financial services firm is seeking a Vice President or experienced Associate to join its Mobility & Industrial Technology Equity Research team in New York.

The team covers a broad range of sectors across EVs, Autonomy, Space, eVTOLs, Robotics, Electrification, Automation, Aerospace & Defense, and emerging technologies.

This is a high-priority opportunity for an experienced equity research professional looking to take on significant responsibility within a specialized technology-focused research team.

Responsibilities

• Conduct fundamental equity research across Mobility and Industrial Technology
• Develop financial models, forecasts, valuations, and investment theses
• Analyze companies, industries, competitive dynamics, and emerging technologies
• Publish equity research and actionable investment recommendations
• Support interactions with institutional investors and company management teams
• Present investment views and research to clients and internal stakeholders
• Monitor industry developments, company results, and key investment catalysts
• Manage multiple research projects in a fast-paced, deadline-driven environment

Qualifications

• 5-8+ years of technology-focused equity research experience
• Strong experience covering Industrial Technology, Mobility, or related sectors
• Knowledge of areas such as EVs, Autonomy, Robotics, Space, eVTOLs, Electrification, Automation, Aerospace & Defense
• Strong financial modeling, forecasting, and valuation skills
• Demonstrated ability to develop differentiated investment views and actionable stock recommendations
• Experience publishing equity research
• Strong written, verbal, and presentation skills
• Proven experience working with institutional investors and company management teams
• Strong interest in equity markets, fundamental research, and emerging technologies
• Bachelor's degree in Finance, Economics, Engineering, Accounting, or a related field
• CFA, CPA, or MBA preferred

Location: New York, NY

Industry: Financial Services / Equity Research