Financials Equity Research Analyst, Vice President – US Equities
Core
Generate high-conviction investment ideas and own end-to-end fundamental coverage for US large-cap and mid-cap Financials companies to drive alpha generation and portfolio impact.
Role type
Senior IC equity research analyst (Financials sector)
Builds
Investment recommendations and portfolio positioning strategies for US Equities
Domain
Financial Services / Equity Research
Required skills
Fundamental research, security analysis, financial modeling, valuation frameworks, balance sheet analysis, capital allocation, earnings drivers, industry analysis, primary research, data analysis
Preferred skills
AI/ML application, data infrastructure knowledge, alternative data integration, lightweight programming
Technologies
AI tools, data analytics platforms, financial modeling software
Responsibilities
Generate actionable long investment ideas with clear variant perception; Own end-to-end fundamental coverage including business analysis and underwriting; Develop disciplined investment frameworks; Build decision-grade financial models; Conduct deep fundamental and primary research; Monitor portfolio positions and update views; Partner with Portfolio Managers to influence sizing and timing
Seniority
Senior, hands-on IC