Position Summary:
We are seeking a highly motivated Equity Research Analyst to support our investment team in identifying, analyzing, and monitoring public and private equity investment opportunities. The ideal candidate will be intellectually curious, detail-oriented, and passionate about fundamental research. This role will be critical in delivering insights that inform our portfolio decisions across sectors and geographies.
Key Responsibilities:
- Conduct bottom-up, fundamental research on publicly traded companies across sectors and regions.
- Analyze company financials, earnings reports, industry trends, competitive positioning, amongst others
- Perform primary research including expert interviews, conference calls and management calls.
- Prepare end-to-end reports covering Industry overview, management details, etc.
- Track news, macroeconomic indicators, and events impacting portfolio holdings and coverage universe.
- Maintain organized research materials, databases, and documentation in internal systems.
- Exposure to contributing to sell-side earnings reports/ Initiation reports or forming opinions from sell-side earnings reports is preferred.
Qualifications:
- Bachelor s degree in Finance, Economics, Accounting, or related field; MBA or CFA preferred.
- 5+ years of experience in equity research (buy side/sell side), investment banking, or private equity.
- Strong understanding of financial statements, modeling, and valuation techniques (DCF, comparables, etc.).
- Excellent analytical, critical thinking, and communication skills.
- Strong proficiency in Excel, PowerPoint, and data services (CapIQ, Alphasense etc.).
- Ability to work independently in a fast-paced, high-performance environment.
- Deep curiosity about businesses, markets, and investment dynamics.
Preferred Qualities:
- Wide sector expertise is a plus; ability to understand base functionality of different industries
- Prior buy-side experience or hedge fund exposure is strongly preferred.
- Self-starter mentality with a rigorous attention to detail and a high level of intellectual integrity.