Equity research Expert

ESRhealthcare and EXEC STAFF RECRUITERS • Nyc, NY

2d • Remote

About The Position

This role involves reviewing, assessing, and contributing to datasets that model real-world equity research analysis. The expert will analyze earnings reports, perform estimate revisions, and synthesize peer benchmarking insights for AI training. Responsibilities include delivering detailed written evaluations of company models, producing concise written research summaries and event-driven updates, developing investment theses, identifying key industry trends and catalysts, and collaborating with stakeholders on data quality and content enhancement.

Requirements

• Extensive experience as a sell-side Research Associate with direct ownership of company models and written research, or as a publishing/lead Research Analyst (titles may include VP or Director).
• Track record of independently covering multiple companies through several earnings cycles and maintaining comprehensive models.
• Proven ability to connect business drivers to financial outcomes and valuation.
• Demonstrated expertise in at least one sector (e.g., banks, insurance, biotech), with the ability to provide deep, specialist insights.
• Exceptional written and verbal communication skills, capable of articulating complex financial concepts clearly.
• History of performing granular earnings analysis, peer benchmarking, valuation, and event-driven research updates.
• Experience formulating and defending investment theses and research views, with accountability for research accuracy and quality.

Responsibilities

• Review, assess, and contribute to datasets modeling real-world equity research analysis, ensuring accuracy and relevance.
• Analyze earnings reports, perform estimate revisions, and synthesize peer benchmarking insights for AI training purposes.
• Deliver detailed written evaluations of company models, including revenue, margin, cash flow, and valuation drivers.
• Produce high-quality, concise written research summaries and event-driven updates based on deep sector expertise.
• Develop and articulate investment theses, connecting qualitative and quantitative factors to actionable perspectives.
• Identify key industry trends, sector-specific metrics, and company catalysts relevant for fundamental analysis.
• Collaborate with project stakeholders to provide feedback on data quality and enhance research-related content.

What This Job Offers

• Career Level: Senior
• Education Level: No Education Listed