Equity Research Analyst

Analyze economic and financial information to forecast business, industry, and economic conditions, and produce equity research reports for use in making investment decisions. Review and analyze corporate financial reports, statements of profits and earnings, statements of past earnings, and other financial data in order to reach preliminary conclusions on equity investment opportunities. Use spreadsheets, financial modeling, economic forecasting, and statistical analysis to evaluate specific sectors and companies. Responsible for constructing and maintaining detailed, company specific financial models for publicly traded companies. Prepare written reports, setting forth a companys background, its competitive position, an analysis of its profits and outlook, its financial health and structure, its valuation, and its liquidity. Assist in drafting both company and sector-wide research reports that include initiating coverage, earnings previews, earnings results, and company and sector updates. Conduct both company and industry-specific due diligence. Produce sophisticated financial models projecting performance generally for 8 quarters and write commentary to support an investment thesis. Attend conferences and industry events to better understand individual company and industry specific trends. Requirements:Bachelors degree (US or foreign equivalent) in Business Administration, Finance, Accounting, or a related field and one (1) year of experience in the position offered or in a related role* *All of the required experience must have included experience with: building and maintaining detailed financial models for companies in the Technology sector; supporting analysis related to pricing and foreign exchange movements; assisting with the preparation and maintenance of currency-related analyses and multi-currency revenue and earnings tracking files; producing detailed variance analysis tables for real-time earnings review; conducting primary and secondary industry research, including expert channel checks and supply-chain diligence; extracting, analyzing, and benchmarking market data using Bloomberg and FactSet; utilizing Excel skills to maintain multi-sheet financial model automation; building product-pricing and availability trackers across distribution channels to monitor pricing pressure and demand trends; and performing shipment-tracking analysis and inventory trend modeling for supply-constrained companies under coverage. ** FINRA Series 86 and 87 licenses required. ***This role entails hybrid work, with time split between working in our New York, NY office and flexibility to telecommute from another U.S. location. To apply: E-mail resume to [email protected]