Role Description
This role involves producing data-backed insights, forecasts, and coverage reports for institutional investors, blending traditional equity research with automation and AI-driven analytics.
- Lead sector coverage by monitoring companies, market trends, and industry developments.
- Develop and maintain detailed financial models and forecasts.
- Prepare and publish research notes, coverage reports, and earnings summaries for institutional clients.
- Collaborate with data teams to integrate automation, AI tools, and quantitative signals into research workflows.
- Present findings and insights to senior analysts, clients, and internal teams.
Qualifications
- 2+ years of experience in sell-side equity research, covering a specific sector (e.g., tech, industrials, healthcare, etc.).
- Proficiency in Excel modeling, valuation, and financial statement analysis.
- Strong writing, presentation, and client communication skills.
- Familiarity with Bloomberg, FactSet, and exposure to data visualization or automation tools.
- Quantitative mindset — able to blend traditional analysis with structured data insights.
- Degree in Finance, Economics, or STEM preferred; CFA or progress toward it a plus.
Benefits
- Gain exposure to AI-enhanced research workflows, working alongside engineers, data scientists, and sector experts.
- Build deep sector expertise while experimenting with new tools for forecasting and modeling automation.
- Collaborate with top-tier investors and institutional research teams worldwide.
- Flexible hours (20-30 hrs/week available) — ideal for analysts looking to expand into AI-driven finance.
- Flexible remote schedule.
Company Description
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