Equity Research Analyst

Market Sentiment is hiring an Equity Research Analyst to cover U.S. companies with a sharp focus on turnarounds, special situations, and under-followed catalysts. You’ll build institutional-quality models, publish decision-ready research, and work directly with the founder to drive high-conviction calls on a live portfolio.

Location & hours:

What you will do:

• Own coverage of a rolling list of U.S. equities with emphasis on turnarounds
• full three-statement models, DCF, comparable modeling, 10K/Q breakdowns (please apply only if you know what all of these mean)
• Identify re-rating pathways (margin recovery, capital allocation, mix shift, deleveraging), map timing risk, and quantify upside/downside with explicit assumptions and sensitivities.
• Produce short notes within 12–24 hours post-event and monthly deep dives that separate facts, analysis, and inference.
• Maintain a turnaround watchlist with traffic-light status, KPI trackers, and earnings “beat/miss” setups.
• Pull/clean data, build repeatable screens, and automate updates where possible.

Must-have qualifications:

• 2+ years in equity research
• Exceptional financial and valuation modelling skills
• Deep grasp of U.S. GAAP, SEC filings, revenue recognition nuances
• Crisp writing with evidence-based reasoning; comfortable defending a variant view.
• Thrives in a fast, feedback-heavy environment.

Compensation and growth:

• Competitive salary + performance-linked bonus (up to 100% of base)
• Learning budget, premium data/tool access
• Access to a live U.S portfolio

How to apply:

1. Share your resume
2. Your pitch on a turnaround situation (Reference articles linked below). I want a similar pitch on what you think is the best opportunity right now.
3. To filter out AI responses, please DM with the subject | Investment Thesis: Company Name/Industry

Reference reports:

Company Deep Dive: https://reboundcapital.substack.com/p/deep-dive-asml-holding-asml

Industry Deep Dive: https://reboundcapital.substack.com/p/glp-1-investment-thesis