Equity Research Analyst

<ul>
<li>Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios.</li>
<li>Build and maintain financial models, including valuation and earnings analysis.</li>
<li>Monitor market developments, economic data, and sector trends relevant to portfolio positioning.</li>
<li>Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings.</li>
<li>Prepare research summaries and materials for the investment committee.</li>
<li>Track and report portfolio performance and benchmarking.</li>
</ul><h2>Requirements</h2><ul>
<li>Bachelor's degree in Finance, Economics, Accounting, or a related field.</li>
<li>1-3 years of experience in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.</li>
<li>Progress toward or willingness to pursue the CFA® program.</li>
<li>Advanced proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) preferred.</li>
<li>Strong analytical and quantitative skills.</li>
<li>Preferred (Not Required)</li>
<ul>
<li>CFA® charter or active progress toward it.</li>
<li>Prior experience in an RIA, asset management, or investment research setting.</li>
</ul>
</ul><h2>Benefits</h2><ul>
<li>Comprehensive health, dental, life, and short and long term disability insurance.</li>
<li>401(k) with company match.</li>
<li>Generous paid time off.</li>
<li>Full support for CFA® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.</li>
<li>Direct mentorship from senior investment professionals, with exposure to live portfolio decisions.</li>
<li>Competitive base salary plus performance based incentive compensation.</li>
<li>A small, collaborative firm environment with direct access to leadership and a real seat at the table.</li>
</ul>