Functional Title: Equity Analyst
Corporate Title: Assistant Vice President
Department: Equity
Location: New York, NY
Reports To: Team Head and Senior Analyst, IT Sector
Overtime Eligible: No

Position Summary

A large asset management company is seeking an Equity Analyst to join its U.S. Equity Team in New York. Working closely with a Senior Analyst, the Equity Analyst will cover companies in the Information Technology (IT) sector and contribute to fundamental research and investment recommendations for U.S. equities.

Responsibilities include company and industry research, financial modeling and valuation, earnings analysis, monitoring industry developments, and preparing investment materials for portfolio managers. The successful candidate will make independent contributions to the research process and may assume primary responsibility for selected companies or areas of the IT sector, depending on experience and demonstrated capabilities.

Essential Duties

• Conduct fundamental, bottom-up research on IT sector companies and develop independent research views in collaboration with the Senior Analyst.
• Build and maintain company financial models, including financial statement forecasts, earnings estimates, valuation analyses, and scenario and sensitivity analyses.
• Analyze quarterly earnings, company guidance, investor presentations, SEC filings, and other disclosures. Assess implications for estimates, valuations, and investment theses.
• Research companies and industries using public disclosures, industry data, third-party research, financial information platforms, and other sources. Analyze large data sets where useful to develop investment insights.
• Contribute to investment theses, target prices, stock recommendations, and the identification of new investment opportunities.
• Prepare timely IT sector updates and investment commentary for portfolio managers and the broader Equity Team.
• Contribute to internal ESG evaluations and other research processes as appropriate.
• Collaborate with portfolio managers and research analysts. Assume primary research responsibility for selected companies or areas as appropriate.
• Perform other duties as assigned.

Experience and Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. CFA designation or progress toward the designation is preferred but not required.
• At least 3–5 years of relevant experience in equity research, investment management, or a related analytical role, with a strong understanding of U.S. public equities and fundamental investing. Experience covering the IT sector or technology companies is strongly preferred.
• Strong accounting, financial modeling, and valuation skills, including the ability to analyze financial statements independently and develop detailed earnings and cash flow forecasts.
• Excellent analytical and quantitative skills, intellectual curiosity, and sound investment judgment. Ability to turn financial, industry, and qualitative information into clear, actionable conclusions.
• Proficiency in Excel and PowerPoint. Experience with Bloomberg, FactSet, or a similar research platform is preferred. Familiarity with Python, SQL, or other data analysis tools is a plus.
• Strong written and verbal communication skills, with the ability to present research findings and investment views clearly to investment professionals.
• Attention to detail and a commitment to accuracy in financial models, estimates, and investment materials.
• Ability to manage multiple priorities independently, meet deadlines, and work effectively with a collaborative, multicultural team.
• Ability to travel domestically and internationally as required.

Compensation

The expected annual base salary range is $155,000–$175,000. Offers are generally not made at or near the top of the range. Compensation will depend on relevant skills, experience, education, certifications, and market and organizational factors. The position also includes an employee benefits package and eligibility for a discretionary performance bonus.

Disclaimer

This description summarizes the general nature and level of the position and is not a comprehensive list of duties. Responsibilities may change at the employer’s discretion. This description does not constitute an employment contract.

The employer is an Equal Opportunity Employer.