Equities Research Analyst

SAPIENT CAPITAL • Carmel, IN

1d

About The Position

About Sapient Capital Sapient Capital is a privately owned, independent advisory firm with over $11bn in assets under management, serving ultra-high net worth families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients a uniquely tailored service offering including investment management, sophisticated financial planning, cutting edge technology and access to curated alternative investment opportunities. Sapient is headquartered in Indianapolis with offices in Los Angeles, Miami, and NYC. Job Overview We are seeking a highly motivated and detail-oriented individual to join our team as an Equities Research Analyst. This role is ideal for candidates with strong analytical skills and a passion for financial markets. You will assist in conducting research, analyzing data, and preparing reports that support investment decisions.

Requirements

• Bachelor's degree or higher from an accredited university. Majors in Finance, Accounting, Economics, Business, or a related field preferred. An equivalent blend of experience may be considered in lieu of degree.
• Minimum of 2+ years of experience in the financial services industry or a related research role. Series 65 and/or active CFA pursuit highly desirable.
• Familiar with equity markets, securities, and trading strategies including typical tools/software. Proficiency with Bloomberg and FactSet strongly preferred.
• Strong quantitative and analytical skills, with proficiency in Excel and financial modeling.
• Excellent communication skills and the ability to work collaboratively with various teams.
• Ability to work under pressure and handle multiple tasks simultaneously.

Nice To Haves

• Series 65 and/or active CFA pursuit highly desirable.
• Proficiency with Bloomberg and FactSet strongly preferred.

Responsibilities

• Equity Due Diligence: Source and perform the necessary initial due diligence on potential investment opportunities for Sapient Capital’s internally managed equity portfolios through the development of a thesis and suitability assessment for inclusion in client portfolios.
• Conduct ongoing monitoring of our managed equity portfolios to ensure the suitability of individual investments holds true.
• Monitor substantial news, market movements, earnings reports, and other changing trends that may affect our model and submit recommendations for action, as appropriate.
• Investment Team Support: Assist in the development of trading models and strategies to enhance performance and minimize risk.
• Provide analysis and ad hoc reporting for internal management needs when requested including researching new sectors, securities, and/or managers.
• Maintain and update financial models and databases.
• Ensure accuracy and timeliness of data used for decision-making.
• Assist with compliance-related monitoring and reporting as directed.
• Provide other operational/administrative support to senior team members as needed.
• Market Research and Communication: Prepare presentations, board materials, investment memorandums, and other communication pieces to communicate findings and recommendations as directed.
• Assist with the coordination of investment education webinars including drafting announcements, tracking attendance, and ensuring consistent follow-up activities occur.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level