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Equity Research Analyst – Financials
Equities, United Kingdom, United States - Illinois, United States - New YorkPosted 1 weeks ago
Job Description
Do you want to use your fundamental equity market expertise and portfolio management knowledge to help manage portfolios and identify new investment opportunities? Do you enjoy uncovering what really drives value in financial institutions? Can you turn deep analysis into clear investment views that shape portfolios?
We’re looking for a Equity Research Analyst - Financials, to:
• generate differentiated bottom-up investment ideas across the financials sector (e.g banks, insurers, capital markets, specialty finance) for our client portfolios
• conduct proprietary research through management meetings, industry expert calls, industry conferences, filings, and data analysis to formulate differentiated insights and form high-conviction investment views
• build and maintain detailed financial models, including stress testing under different macro scenarios
• translate detailed fundamental analysis into clear investment recommendations that support portfolio decisions
• partner closely with portfolio managers to move ideas from research into our portfolios
• convert industry insights into comprehensive investment recommendations and risk assessments
• communicate insights clearly and succinctly through written notes and presentations to colleagues and clients
We’re looking for a Equity Research Analyst - Financials, to:
• generate differentiated bottom-up investment ideas across the financials sector (e.g banks, insurers, capital markets, specialty finance) for our client portfolios
• conduct proprietary research through management meetings, industry expert calls, industry conferences, filings, and data analysis to formulate differentiated insights and form high-conviction investment views
• build and maintain detailed financial models, including stress testing under different macro scenarios
• translate detailed fundamental analysis into clear investment recommendations that support portfolio decisions
• partner closely with portfolio managers to move ideas from research into our portfolios
• convert industry insights into comprehensive investment recommendations and risk assessments
• communicate insights clearly and succinctly through written notes and presentations to colleagues and clients