Equity Analyst

Focus Financial Partners•New York, NY

21h•$175,000 - $225,000•Hybrid

About The Position

Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations. The Firm currently manages over $12.5 billion in equity, fixed income and alternative investments. Our team of portfolio managers average 35 years of experience and work directly with each client to determine their investment goals and objectives. We are seeking an Equity Analyst to join Williams Jones’ collaborative team. The Analyst will contribute to the team’s coverage of the Financials sector, broadly defined to include Digital Assets, Alternative Asset Managers, Payments, and Fintech Software, while also supporting firm-wide investment research initiatives. The Analyst will take full ownership of their coverage universe and will have direct exposure to the Portfolio Management team – including developing and pitching new ideas to the group. This is a hybrid position: minimum 4 days in office.

Requirements

Bachelor’s degree required, concentration in Finance, Economics, Accounting, or a related field preferred
3+ years of experience in equity research, investment analysis, or a related investment role (buy-side or sell-side)
Financials sector experience is not required – strong fundamental research skills and a willingness to develop sector expertise are what matter most
Strong financial modeling and valuation skills (comparable company analysis, sum-of-the-parts)
Excellent analytical, written, and verbal communication skills
Proficiency in Excel, Bloomberg/FactSet, and financial databases
Strong use of AI tools and excited about incorporating AI into the investment research process
Intellectually curious, self-directed, and comfortable working in a collaborative, fast-paced environment
Attention to detail with a strong sense of ownership over work product

Nice To Haves

Progress toward CFA designation is a plus but not required

Responsibilities

Conduct fundamental equity research on companies within the Financials sector, including Digital Assets, Alternative Asset Managers, Payments, Banks, and Fintech Software
Maintain detailed financial models and valuation analyses
Prepare investment research reports, stock pitches, and sector updates for the portfolio management team
Monitor portfolio holdings, industry developments, earnings releases, and regulatory changes across covered sectors
Synthesize information from earnings calls, SEC filings, expert network interviews, and industry conferences
Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas
Present investment recommendations and sector updates to the broader investment team
Support ad hoc research projects across the firm as needed