About The Role

Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios.
Build and maintain financial models, including valuation and earnings analysis.
Monitor market developments, economic data, and sector trends relevant to portfolio positioning.
Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings.
Prepare research summaries and materials for the investment committee.
Track and report portfolio performance and benchmarking.
Bachelor's degree in Finance, Economics, Accounting, or a related field.
1-3 years of experience in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.
Progress toward or willingness to pursue the CFA® program.
Advanced proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) preferred.
Strong analytical and quantitative skills.
Preferred (Not Required)
CFA® charter or active progress toward it.
Prior experience in an RIA, asset management, or investment research setting.
Comprehensive health, dental, life, and short and long term disability insurance.
401(k) with company match.
Generous paid time off.
Full support for CFA® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
Direct mentorship from senior investment professionals, with exposure to live portfolio decisions.
Competitive base salary plus performance based incentive compensation.
A small, collaborative firm environment with direct access to leadership and a real seat at the table.

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Equity Research Analyst

About The Role