About The Position

The Analyst, Equity Research – Growth organizes and analyzes complex market-related equity information from internal and external sources. This job advises the firm's portfolio managers in search of growth oriented investment opportunities globally for the firm's various equity portfolios as well as covering existing portfolio holdings. As a subject matter expert in Equity Research, this job interprets complex data for growth oriented equity trends and advises management on new or potentially new product or service development.

Requirements

  • 5+ years of equity research experience
  • Accountability
  • Asset/Investment Modeling
  • Asset Valuation
  • Capital Markets
  • Communication
  • Detail-Oriented
  • Equity Investments
  • Financial Modeling
  • Investment Research/Analysis
  • Market/Industry Dynamics
  • Portfolio Management
  • Sector Expertise

Nice To Haves

  • 7+ years of equity research experience

Responsibilities

  • Researches securities of target growth industries and companies to provide investment recommendations.
  • Researches the necessary valuation, risk assessment and portfolio construction techniques required to drive growth investment relative performance versus the benchmark.
  • Develops and writes equity research reports and publications to be presented to management.
  • Organizes data on competitors and analyzes their strategies, prices, sales and method of operation to facilitate recommendations.
  • Forecasts future growth trends with complex statistical data on past sales.
  • Researches securities of target industries and companies to provide investment recommendations.
  • Develops modeling and measuring techniques utilizing mathematics, statistical methods or other principles.
  • Develops, maintains, and executes portfolio models to assess potential investment opportunities.
  • Coaches, reviews and delegates work to lower level Equity Research professionals.

Benefits

  • The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service