Market Sentiment

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: On-site in Bengaluru. First 3 months in-office full-time. U.S. market coverage requires overlap with the U.S markets. (Work timings are 11 AM to 8 PM IST) 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: Share your resume 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. 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